TLDR
- MicroStrategy’s Bitcoin strategy outperforms Tesla, Nvidia, and other top tech stocks with 91% annualized returns.
- Over 1 million BTC, worth $117 billion, are held by the top 100 public companies worldwide.
- Bitcoin outshines AI and cybersecurity in global market performance, according to Thomas Lee.
- MicroStrategy added 1,955 BTC, leading corporate Bitcoin adoption in recent weeks.
Michael Saylor has emphasized Bitcoin’s role in driving MicroStrategy’s impressive performance, surpassing top tech stocks in recent times. Saylor pointed out that Bitcoin exposure has helped his company outperform the “Magnificent 7” tech giants like Tesla, Nvidia, and Apple. As corporate treasuries continue to boost Bitcoin holdings, Saylor’s focus on the cryptocurrency highlights a shift in the financial landscape toward digital assets.
Strategy’s Bitcoin-Driven Returns Surpass Tech Giants
Michael Saylor recently shared data showing that Bitcoin-linked investments have delivered superior returns compared to the major players of the technology sector. According to Saylor’s post, the performance of MicroStrategy’s Bitcoin strategy exceeded the annualized returns of tech giants such as Tesla, Nvidia, and Meta. With 91% annualized returns, MicroStrategy far outpaced Nvidia’s 72% and Tesla’s 32%, leaving other tech stocks trailing significantly behind.
This data also highlighted that Bitcoin-linked investments, compared to traditional options like the S&P 500 ETF or Vanguard Real Estate ETF, delivered stronger returns. Saylor’s firm focused on Bitcoin’s potential to outperform traditional equity-based strategies, showcasing the cryptocurrency’s growing role in reshaping investment dynamics. The impressive returns were seen even as MicroStrategy remained outside the latest S&P 500 index listing, further reinforcing Bitcoin’s value as an asset.
Bitcoin’s Role in Corporate Treasury Growth
Bitcoin’s increasing importance in corporate treasury management has been underscored by recent reports, with more companies expanding their Bitcoin holdings. Over the past week, BitcoinTreasuries.NET reported that companies such as MicroStrategy, Gemini, and Bitdeer significantly increased their Bitcoin holdings. This surge aligns with the growing recognition of Bitcoin as not just a hedge against inflation but as a strategic reserve asset.
As of September 13, 2025, the top 100 public companies collectively held over one million BTC, valued at more than $117 billion. This growing trend among corporate treasuries is indicative of Bitcoin’s expanding role as a store of value. Companies across different regions, from Asia to Europe to the U.S., have been adding Bitcoin to their balance sheets, further demonstrating its increasing acceptance as a valuable asset.
Industry Experts Weigh In on Bitcoin’s Performance
Industry experts have also weighed in on Bitcoin’s standout performance in recent times. Fundstrat’s Thomas Lee noted that Bitcoin and Ethereum are outperforming other popular sectors such as AI and cybersecurity. In a tweet, Lee described MicroStrategy’s Bitcoin strategy as a “granny shot ETF,” suggesting that it offers straightforward Bitcoin exposure to traditional investors.
The comments from Lee and others indicate that Bitcoin’s dominance in the market extends beyond speculative hype, showing long-term strength as a macro theme in the financial world. With Bitcoin increasingly seen as a key asset for corporate treasuries, the broader adoption of the cryptocurrency could continue to reshape how institutional investors and businesses approach capital allocation.
