On May 24, 2025, Michael Saylor published two performance charts comparing major asset returns over three months and one year. The post, shared on his X account, included the caption, “The only thing better than Bitcoin is more Bitcoin.”
According to the three-month chart, MicroStrategy (MSTR) recorded a 31% return, leading all assets. Bitcoin (BTC) followed with a 19% gain, while gold (GLD) and Microsoft (MSFT) returned 14% and 11%, respectively. Tesla (TSLA) rose 3%, and Nvidia (NVDA) added 1%. Apple (AAPL) posted the largest decline in the group, falling 21% over the same period.
MSTR Leads 3-Month ROI Rankings. Source: X
The one-year chart placed MSTR at the top again, showing a 139% return. Tesla ranked second at 95%, followed by Bitcoin at 58%, gold at 44%, and Meta (META) at 35%. Nvidia gained 26%, while Google (GOOG) was the only asset with a negative return, down 3% year-over-year.
MSTR Tops 1-Year ROI Rankings. Source: X
MSTR’s Stock Behavior Mirrors Bitcoin Holdings
MicroStrategy’s stock often mirrors Bitcoin’s market movements due to its substantial BTC holdings. As of May 24, 2025, the company holds approximately 576,230 BTC, making it the largest corporate Bitcoin holder globally. This position links MSTR’s stock value closely to Bitcoin’s price action.
The company has acquired Bitcoin through a mix of corporate funds and debt offerings, resulting in leveraged exposure to BTC. This capital structure aligns its market performance with fluctuations in Bitcoin’s valuation.
Due to this alignment, investors frequently treat MSTR as a proxy for Bitcoin exposure. The stock tends to magnify BTC’s price trends, especially during periods of heightened volatility or institutional trading activity.
Related: Bitcoin Whale James Wynn Goes $830M Long on BTC, Then Trims $400M in 90 Minutes
Saylor: Buying Bitcoin at Highs Still Makes Sense Long-Term
Michael Saylor addressed Bitcoin investment strategies during a new market peak. In an interview and post on X, he argued that purchasing Bitcoin at elevated prices remains rational when viewed from a long-term perspective. He cited four-year holding data, noting that the majority of long-term investors have seen gains regardless of market entry point.
Saylor emphasized that currency devaluation and inflation reduce the value of traditional reserves. He said Bitcoin functions as a reliable asset for maintaining value over time, especially as fiat currencies lose purchasing power. This aligns with Strategy’s policy of using BTC as a corporate treasury reserve.
Despite this, Saylor warned against waiting for lower prices. He posted,
“If you’re not buying bitcoin at the all-time high, you’re leaving money on the table,”
reinforcing his stance that time spent in the market matters more than timing market entry.
Institutional Adoption Could Shift Bitcoin Access
Saylor also predicted that Bitcoin could soon become less accessible due to growing institutional demand. He said that once traditional banks approve BTC as a financial instrument, the supply available to individual investors may shrink. His earlier comment from April stated, “When banks finally bless Bitcoin… you won’t be able to afford it.”
Related:Strategy (MicroStrategy) Hit with Class Action Lawsuit Over Its Bitcoin Plan
Several market analysts support this outlook, pointing to signs that large financial institutions are preparing to enter the crypto sector. If institutional activity rises, increased demand could create a supply squeeze. This scenario, according to Saylor, would drive prices further and leave fewer opportunities for late adopters.
As institutional frameworks evolve, Bitcoin’s availability on public markets may narrow. This shift could mirror previous examples where early investors gained significant advantages due to early access. Saylor maintains that acquiring BTC before this transition may be key to long-term capital preservation.
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