Michael Saylor’s company, Strategy—the world’s biggest corporate holder of Bitcoin—could one day top the charts as the leading publicly traded firm, according to insights from one of its analysts.
Jeff Walton, an analyst at Strategy, suggested in the Financial Times documentary Michael Saylor’s $40 Billion Bitcoin Bet that the company’s Bitcoin-driven financial position could push it ahead of every other listed equity.
“Strategy is positioned to become the most valuable public company in the market,” Walton said, citing its immense Bitcoin holdings as a core advantage. With approximately 568,840 BTC—worth about $59 billion—the firm’s balance sheet is one of the strongest globally, he emphasized.
“No other company comes close to holding such a high-quality asset in such large quantities,” Walton added.
Rapid Capital Raises Highlight Strategy’s Strength
Another key point Walton raised was the company’s ability to attract capital quickly. In late 2024, Strategy managed to secure $12 billion in just 50 days—a staggering feat.
“Raising $100 million in capital is challenging by any measure, but they did that 120 times over in less than two months—and used it to accumulate more Bitcoin. That’s unheard of,” he noted.
Saylor’s Vision: $10 Trillion Valuation & $13M Bitcoin
In the documentary, Michael Saylor shared his bold long-term outlook. Having rebranded MicroStrategy into Strategy, Saylor said the company is well-positioned to scale massively alongside Bitcoin’s adoption.
“I see Strategy going from a $100 billion valuation to $1 trillion and eventually $10 trillion,” he stated confidently.
Saylor also reaffirmed his prediction that Bitcoin could reach $13 million per coin by 2045. “A million per Bitcoin in the next decade is likely,” he said. “And 10 times that—or more—within two decades.”
Strategy’s Current Standing
As of now, Strategy ranks as the 151st largest public company globally with a $117 billion market cap, according to CompaniesMarketCap. To reach the top, it would need to surpass giants like Microsoft, which currently holds a $3.3 trillion valuation.
What if Bitcoin Crashes?
Despite his bullish predictions, Saylor acknowledged potential downturns. He reiterated that Strategy’s financial model is resilient, even if Bitcoin were to plunge by 90% and remain depressed for several years.
“Such a drop would hurt equity holders—especially those at the top of the capital structure—but the business would still hold together, and everyone else would be covered,” Saylor explained.
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