Late 2025 may have put Michael Saylor’s bitcoin bet through the wringer — but early 2026 is starting to make his case look prescient. In a recent post on X, MicroStrategy CEO Michael Saylor revisited the company’s move to make Bitcoin its primary treasury reserve asset on August 10, 2020 — a period he calls the “Bitcoin Standard Era.” Backing his claim with a comparative chart of annualized returns across major assets since that pivot, Saylor argued that the strategy has fundamentally reshaped MicroStrategy’s market performance. The headline numbers from his chart: - Nvidia ($NVDA): +1,557% total return, ~68% compound annual growth rate — the decade’s top performer. - MicroStrategy ($MSTR): +1,173% total return, ~60% annualized — second overall, ahead of almost every traditional equity and asset class. - Bitcoin ($BTC): +674% total return, ~45% annualized since August 2020. Saylor summed it up on X: “The best-performing assets of this decade are Digital Intelligence $NVDA, Digital Credit $MSTR, and Digital Capital $BTC.” (Source: Michael Saylor/X) Why this matters Saylor and other proponents say this wasn’t a hype-driven pop: it reflected structural change. In 2025, digital assets increasingly moved beyond retail speculation and became woven into financial infrastructure. The “Bitcoin Treasury” model — popularized by MicroStrategy — was a big part of that shift; by late 2025, more than 170 public companies had adopted Bitcoin as a core reserve asset. At the same time, Nvidia strengthened its dominance with the release of its Blackwell and Rubin platforms, boosting demand for its AI-focused hardware and software. Pushback and market moves Not everyone agrees with the narrative. Longtime Bitcoin critic Peter Schiff pushed back on X, arguing that if MicroStrategy and Bitcoin stumble, they could become among the decade’s worst performers. The market snapshot around this discussion showed divergent movements: - Nvidia trading near $184.86 (-0.097% intraday) with a robust annual growth figure of 38.75%. - MicroStrategy at $157.33 after a 9.64% intraday drop and a 171.07% decline over the past year. - Bitcoin around $90,467.38, a modest 0.14% dip on the day and down roughly 4% for the week (CoinMarketCap). Bottom line If the final quarter of 2025 acted as a stress test for MicroStrategy’s unconventional treasury play, the opening weeks of 2026 are being read by many as a vindication — at least for now. Whether that momentum holds will depend on broader macro trends, institutional adoption, and how markets price both digital assets and the companies that lean on them. Disclaimer: This summary is informational and not investment advice. Trading cryptocurrencies is high risk; do your own research before making decisions. © 2026 AMBCrypto Read more AI-generated news on: undefined/news

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