MicroStrategy 的 Michael Saylor 将向微软董事会介绍比特币投资案例

塞勒表示，在资产经理 VanEck 主持的 X 空间中，一位积极分子联系了他，并向董事会提出了股东提案。

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.

作为股东提案的一部分，MicroStrategy（纳斯达克股票代码：MSTR）董事长 Michael Saylor 正在向微软公司（纳斯达克股票代码：MSFT）董事会介绍比特币（CRYPTO：BTC）投资案例。

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币支持者，他表示，向董事会提出提案的活动人士联系了他。

“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.

“我同意提供三分钟的演示。这就是你被允许的一切。我实际上会将其发布到网上，并将其呈现给董事会，”塞勒在资产经理 VanEck 主持的 X 空间中说道。

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

这位 MicroStrategy 首席执行官补充说，他甚至提议与首席执行官萨蒂亚·纳德拉 (Satya Nadella) 会面讨论该战略，但这一提议没有被接受。

“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.

“我认为将其列入每个公司的议程并不是一个坏主意。我的意思是，它应该被列入伯克希尔哈撒韦公司、苹果公司和谷歌的议程，因为它们都拥有大量现金，而且都在燃烧股东价值，”塞勒辩称。

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，如果微软企业价值的一半（目前仅为 1.5% 左右）是基于比特币等有形资产，那么微软股票的风险将“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.

与此同时，塞勒还提出与 Rumble Inc.（纳斯达克股票代码：RUM）首席执行官 Chris Pavloski 讨论将比特币纳入财政部的影响。

Why Microsoft, Bitcoin?

为什么是微软、比特币？

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."

该提案于今年早些时候提交，要求董事会评估将微软“可用现金和现金等价物”的一部分分配给“提供比特币敞口的交易所交易基金”的“可行性、风险和回报”。

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."

股东们强调了比特币在过去五年中“令人印象深刻的收益”，认为这种加密货币“跑赢了几乎所有其他主要资产类别，包括股票、债券、大宗商品和房地产”。

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.

该提案还引用了 MicroStrategy 在采用比特币作为企业财务资产方面的“先锋作用”，并指出该策略“导致 2024 年 MicroStrategy 股票的表现大幅优于微软”。

"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.

股东们写道：“鉴于该公司拥有庞大的现金储备，而微软股票近年来表现相对不佳，我们相信微软股东将从探索类似的战略中受益。”

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

该提案将于下个月晚些时候举行的微软年度股东大会上进行投票。

Bitcoin, Microsoft, MicroStrategy Interactions

比特币、微软、MicroStrategy 互动

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

近几个月来，一些活动人士和股东敦促公司考虑将比特币添加到其资产负债表中。

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.

今年早些时候，激进对冲基金第六街顾问公司 (Sixth Street Advisers) 披露，它已提名四名候选人加入 Block (NYSE:SQ) 董事会。

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.

据报道，该对冲基金持有 Block 不到 1% 的股份，该基金表示，它对这家支付公司决定不将其 1500 亿美元现金储备的一部分分配给比特币感到沮丧。

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

在活动人士的压力下，MicroStrategy 于 2020 年 8 月成为第一家将比特币添加到其资产负债表中的上市公司。

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.

此后，包括特斯拉（纳斯达克股票代码：TSLA）、Block 和 Jack Dorsey's Block 在内的其他几家公司已将部分现金储备分配给了顶级加密货币。

Photo: DCStockPhotography / Shutterstock

照片：DCStockPhotography/Shutterstock