Bitcoin – Not Big Tech – Is The Market’s Biggest Story, Michael Saylor Says
MicroStrategy Executive Chairman Michael Saylor has declared Bitcoin the market’s top story, surpassing the so-called “Magnificent 7” tech giants. The company’s deep investment in BTC—now worth over $71 billion—has drawn comparisons to major tech stocks, as Saylor highlights striking performance metrics in favor of his firm’s Bitcoin-centric strategy.
MicroStrategy’s Bitcoin Accumulation and Performance
MicroStrategy, under Saylor’s leadership, now holds approximately 638,460 BTC following its most recent acquisition of 1,955 BTC at an average price of $111,196. The firm has invested around $47 billion in Bitcoin to date, with its average purchase price standing at $73,880 per BTC.
With current valuations placing the firm’s holdings at roughly $71 billion, Saylor argues that MicroStrategy’s aggressive Bitcoin allocation has yielded higher returns than those of traditional tech leaders. The strategy marks a significant deviation from the conventional paths taken by top-tier technology firms.
Market Comparisons Against Tech Giants
In recent posts on X (formerly Twitter), Saylor shared a chart comparing open interest to market capitalization across major firms. MicroStrategy ranked highest with a 100% ratio, followed by Tesla at 26%. Other tech behemoths—Nvidia, Meta, Alphabet, Apple, Amazon, and Microsoft—registered far behind, reinforcing MicroStrategy’s unique market dynamics via its Bitcoin exposure.
What’s your Strategy to beat the Magnificent 7? pic.twitter.com/wywaAij3Rs
— Michael Saylor (@saylor) September 13, 2025
Challenges Facing the Magnificent 7
While MicroStrategy touts strong Bitcoin-driven returns, tech titans are grappling with various headwinds. Regulatory scrutiny has intensified for both Apple and Microsoft. Amazon is contending with softened consumer spending, and Tesla faces fierce electric vehicle competition. Although Nvidia has benefited from AI chip demand, its recent performance has not matched last year’s exponential gains.
Saylor’s analysis shows MicroStrategy with an annualized return of 91%, ahead of Nvidia (72%), Tesla (32%), Alphabet (26%), Meta (23%), and with Microsoft, Apple, and Amazon trailing further behind.
Rising Corporate Bitcoin Adoption
MicroStrategy isn’t alone in buying Bitcoin. At least 12 companies reportedly increased their holdings last week. Notable purchases include 1,191 BTC by Gemini and 333.5 BTC by Bitdeer. Global firms such as Japan’s Metaplanet, China-based Cango, and U.S.-listed Volcon also bolstered their BTC reserves.
According to data from BitcoinTreasuries.NET, the top 100 public holders now collectively control 1,009,202 BTC—valued at over $117 billion—signaling rising corporate interest in Bitcoin as a strategic asset.
Conclusion: A Strategic Shift Toward Bitcoin?
“What’s your Strategy to beat the Magnificent 7?” Saylor asked, reinforcing his belief that Bitcoin may outperform traditional tech plays over time. Whether seen as a challenge or a caution, MicroStrategy’s bold Bitcoin thesis continues to reshape how firms approach capital allocation in a shifting macro landscape.
Featured image via Unsplash, data chart from TradingView
