MicroStrategy 的 Michael Saylor 將向微軟董事會介紹比特幣投資案例

塞勒表示，在由資產經理 VanEck 主持的 X 空間中，一位積極分子聯繫了他，並向董事會提出了股東提案。

MicroStrategy (Nasdaq: MSTR) Chairman Michael Saylor is presenting a case for Bitcoin (CRYPTO: BTC) investment to the board of directors at Microsoft Corporation (Nasdaq: MSFT), as part of a shareholder proposal.

作為股東提案的一部分，MicroStrategy（納斯達克股票代碼：MSTR）董事長 Michael Saylor 正在向微軟公司（納斯達克股票代碼：MSFT）董事會介紹比特幣（CRYPTO：BTC）投資案例。

Saylor, a known Bitcoin proponent, said he was contacted by the activist who put up the proposal to present to the board.

塞勒是一位著名的比特幣支持者，他表示，向董事會提出提案的活動人士聯繫了他。

“I agreed to provide a three-minute presentation. That's all you're allowed. I'm going to actually post that online and I'm going to present it to the board,” Saylor said during an X space hosted by asset manager VanEck.

「我同意提供三分鐘的演示。這就是你被允許的一切。我實際上會將其發佈到網路上，並將其呈現給董事會，」塞勒在由資產經理 VanEck 主持的 X 空間中說道。

The MicroStrategy chief added that he even proposed meeting with CEO Satya Nadella to discuss the strategy, but the offer was not accepted.

這位 MicroStrategy 執行長補充說，他甚至提議與執行長薩蒂亞·納德拉 (Satya Nadella) 會面討論該策略，但這一提議沒有被接受。

“I think it’s not a bad idea to put it on the agenda of every company. I mean, it ought to be put on the agenda of Berkshire Hathaway, Apple, and Google because they all have huge hordes of cash and they’re all burning shareholder value,” Saylor argued.

「我認為將其列入每個公司的議程並不是一個壞主意。我的意思是，它應該被列入波克夏海瑟威、蘋果和谷歌的議程，因為它們都擁有大量現金，而且都在燃燒股東價值，」塞勒辯稱。

He said that Microsoft stock would be “much less risky” if half of its enterprise value — which was currently just around 1.5% — is based on tangible assets like Bitcoin.

他表示，如果微軟企業價值的一半（目前僅 1.5% 左右）是基於比特幣等有形資產，那麼微軟股票的風險將「小得多」。

Meanwhile, Saylor also offered to discuss the implications of adding Bitcoin to the Treasury with Rumble Inc. (Nasdaq: RUM) CEO Chris Pavloski.

同時，塞勒也提出與 Rumble Inc.（納斯達克股票代碼：RUM）執行長 Chris Pavloski 討論將比特幣納入財政部的影響。

Why Microsoft, Bitcoin?

為什麼是微軟、比特幣？

The proposal, filed earlier this year, requests the board to assess the "feasibility, risks, and rewards" of allocating a portion of Microsoft's "available cash and cash equivalents" to an "exchange-traded fund that provides exposure to Bitcoin."

該提案於今年稍早提交，要求董事會評估將微軟「可用現金和現金等價物」的一部分分配給「提供比特幣敞口的交易所交易基金」的「可行性、風險和回報」。

The shareholders highlighted Bitcoin's "impressive gains" over the last five years, arguing that the cryptocurrency "outperformed nearly all other major asset classes, including stocks, bonds, commodities, and real estate."

股東們強調了比特幣在過去五年中“令人印象深刻的收益”，認為這種加密貨幣“跑贏了幾乎所有其他主要資產類別，包括股票、債券、大宗商品和房地產”。

The proposal also cited MicroStrategy's "pioneering role" in adopting Bitcoin as a corporate treasury asset, noting that the strategy "led to a substantial outperformance" in MicroStrategy shares compared to Microsoft in 2024.

該提案還引用了 MicroStrategy 在採用比特幣作為企業財務資產方面的“先鋒作用”，並指出該策略“導致 2024 年 MicroStrategy 股票的表現大幅優於微軟”。

"We believe that Microsoft shareholders would benefit from exploring a similar strategy, given the company's vast cash reserves and Microsoft stock's relatively lackluster performance in recent years," the shareholders wrote.

股東寫道：“鑑於該公司擁有龐大的現金儲備，而微軟股票近年來表現相對不佳，我們相信微軟股東將從探索類似的策略中受益。”

The proposal is set to be voted on at Microsoft's annual shareholders meeting, which is scheduled for later next month.

該提案將在下個月稍後舉行的微軟年度股東大會上進行投票。

Bitcoin, Microsoft, MicroStrategy Interactions

比特幣、微軟、MicroStrategy 互動

In recent months, several activists and shareholders have pushed companies to consider adding Bitcoin to their balance sheets.

近幾個月來，一些活動人士和股東敦促公司考慮將比特幣添加到其資產負債表中。

Earlier this year, Sixth Street Advisers, an activist hedge fund, disclosed that it had nominated four candidates to join Block's (NYSE:SQ) board of directors.

今年早些時候，激進對沖基金第六街顧問公司 (Sixth Street Advisers) 披露，它已提名四名候選人加入 Block (NYSE:SQ) 董事會。

The hedge fund, which reportedly owned a stake of less than 1% in Block, said it was frustrated by the payments company's decision not to allocate a portion of its $150 billion cash hoard to Bitcoin.

據報道，該對沖基金持有 Block 不到 1% 的股份，該基金表示，它對這家支付公司決定不將其 1500 億美元現金儲備的一部分分配給比特幣感到沮喪。

Following pressure from activists, MicroStrategy became the first publicly traded company to add Bitcoin to its balance sheet in August 2020.

在活動人士的壓力下，MicroStrategy 於 2020 年 8 月成為第一家將比特幣添加到其資產負債表中的上市公司。

Since then, several other companies, including Tesla (Nasdaq: TSLA), Block and Jack Dorsey's Block, have allocated a portion of their cash reserves to the apex cryptocurrency.

此後，包括特斯拉（納斯達克股票代碼：TSLA）、Block 和 Jack Dorsey's Block 在內的其他幾家公司已將部分現金儲備分配給了頂級加密貨幣。

Photo: DCStockPhotography / Shutterstock

照片：DCStockPhotography／Shutterstock