Strategy will beat all public equities with Bitcoin, analyst says

Michael Saylor’s Strategy, one of the world’s largest corporate holders of Bitcoin, could become the top publicly traded equity one day, according to a Strategy analyst.

Strategy will be the “number one publicly traded equity in the entire market” because of its future financial strength enabled with Bitcoin (BTC), Strategy analyst Jeff Walton predicted in the new Financial Times documentary, Michael Saylor’s $40 billion Bitcoin bet.

The company currently holds about 568,840 Bitcoin, worth roughly $59 billion, and Walton believes that advantage could push it past all other publicly listed firms in the future.

“Strategy holds more of the best assets and the most pristine collateral on the entire planet than any other company, by multiples,” Walton said.

Strategy raised $12 billion in 50 days

The analyst pointed to the firm’s ability to rapidly raise capital as another indicator of its strength. In November 2024, Strategy raised $12 billion in just 50 days.

“It’s incredibly hard to raise $100 million of capital, and they just raised $100 million of capital 120 times in 50 days, and they were able to buy Bitcoin with that capital. That’s insane,” Walton said.

In the documentary, Saylor also paints a bullish picture of the company’s future due to its Bitcoin adoption.

“I think that MicroStrategy is in a position where we can grow from a $100 billion enterprise to a $1 trillion enterprise to a $10 trillion enterprise,” Saylor said.

Related: Coinbase considered Saylor-like Bitcoin strategy before opting out: Bloomberg

He also predicted that Bitcoin would one day reach a price of $13 million per coin:

“My forecast for 2045 is 13 million a Bitcoin. I would think in the four to eight year time frame. Certainly, in 10 years we should be at a million. So one million in 10 years you know 10X that or more in 20 years.”

Walton’s prediction on Strategy potentially beating all publicly traded equities in the future comes amid the company ranking the 151st largest company in the world by the market capitalization of $117 billion, according to CompaniesMarketCap.

To become the largest, Strategy would need to surpass Microsoft, whose current market cap exceeds $3.3 trillion.

Magazine: Bitcoin to $1M ‘by 2029,’ CIA tips its hat to Bitcoin: Hodler’s Digest, April 27 – May 3