TLDR
- Apple’s $110 billion share repurchase plan is facing criticism as its stock continues to decline in 2025, dropping over 17% since January.
- Bitcoin has outperformed Apple stock, surging more than 17% this year and over 1,000% in the past five years compared to Apple’s 137% gain.
- Michael Saylor, a prominent Bitcoin advocate, has urged Apple to shift its strategy and invest in Bitcoin instead of continuing stock buybacks.
- Market data shows growing institutional interest in Bitcoin, with spot Bitcoin ETFs seeing $386 million in net inflows on June 9 after a brief pullback.
- Companies like GameStop and Japan’s Metaplanet are increasingly adding Bitcoin to their balance sheets, signaling a broader corporate trend.
Apple’s $110 billion share repurchase plan is under renewed scrutiny as its stock continues to underperform in 2025. The decline contrasts sharply with Bitcoin’s upward trend, prompting calls for a change in strategy. Strategy executive chairman Michael Saylor has urged Apple to buy Bitcoin, citing superior long-term performance.
Bitcoin Outpaces Apple Stock Over Multiple Timeframes
Bitcoin has gained over 17% since January, while Apple’s stock has dropped more than 17% during the same period. This divergence strengthens arguments suggesting Bitcoin could serve as a superior store of value. Over the past five years, Bitcoin rose more than 1,000%, whereas Apple shares gained 137%.
Supporters argue that Bitcoin’s decentralized nature and capped supply make it an effective inflation hedge and long-term reserve asset. As traditional tech stocks falter, advocates say Bitcoin offers diversification benefits and global liquidity. These characteristics are driving new institutional allocations in various markets.
Market data indicates rising momentum in Bitcoin investment across regions and sectors. Spot Bitcoin ETFs recorded $386 million in net inflows on June 9 after a brief two-day pullback. This renewed interest highlights increasing demand for digital assets in mainstream financial portfolios.
Michael Saylor Recommends Bitcoin as Apple’s Alternative Strategy
Michael Saylor criticized Apple’s current buyback approach and positioned Bitcoin as a more effective treasury asset. He argued that allocating reserves into Bitcoin would offer stronger upside potential and balance sheet resilience. Saylor responded directly to Jim Cramer’s critique of Apple’s repurchase plan.
https://x.com/saylor/status/1932378535676781013
Cramer called the program ineffective, stating that despite the capital deployed, it “is not working right now.” Apple announced the $110 billion buyback in May through a filing with the U.S. Securities and Exchange Commission. Since then, the stock has continued trending downward.
Saylor, a longtime Bitcoin proponent, believes major corporations should integrate Bitcoin into their treasury operations. He has previously led Strategy to become one of the largest corporate Bitcoin holders. His remarks come as more firms shift toward digital asset reserves for long-term strategy.
Corporate Bitcoin Adoption Gains Pace Globally
GameStop revealed it had acquired 4,710 Bitcoin worth $513 million using funds from a convertible notes offering. Metaplanet in Japan recently became the eighth-largest corporate holder of Bitcoin, boosting its stock by 12% in a single trading session. Blockchain Group in Paris expanded its holdings to 1,471 Bitcoin after announcing another $340 million fundraising round.
These moves reflect a growing trend of corporations adding Bitcoin totheir balance sheets amid ongoing macroeconomic uncertainty. Capital reallocation toward Bitcoin is gaining traction, particularly in sectors seeking inflation-resistant stores of value. The shift signals broader market acceptance of Bitcoin’s strategic role in modern finance.
