MicroStrategy’s Saylor Predicts Altcoin Corporate Treasuries Will Fuel Bitcoin’s Dominance
Michael Saylor drops a bullish bombshell: Altcoin adoption by corporate treasuries isn’t competition—it’s rocket fuel for Bitcoin.
Why? Because every boardroom flirting with 'diversification' eventually realizes they’re just paying tuition to the crypto market’s hardest lesson: Bet against Bitcoin at your own peril.
Meanwhile, Wall Street still can’t tell a smart contract from a term sheet—but hey, at least their PowerPoints have more rainbows now.
Bitcoin Over Everything: Michael Saylor’s Focus Amid Altcoin Frenzy
In an interview with Bloomberg, Bitcoin maximalist Saylor stressed that despite growing interest in altcoins, most of the capital is still going into Bitcoin.
“So I’m laser like focused on Bitcoin,” he said.
The Strategy co-founder revealed that the number of companies adding bitcoin to their treasuries has more than doubled in just six months, jumping from roughly 60 to 160. Furthermore, Saylor labeled Bitcoin as ‘digital capital.’
He forecasted that it WOULD surpass the S&P 500 in performance over the long term
“I think it’s the clear global monetary commodity in the world right now. So it’s the lowest risk, highest return, most straightforward strategy if you want to outperform the S&P and if you want to inject vitality and performance into your balance sheet,” Saylor added.
His latest remarks came after Strategy announced its third-largest Bitcoin purchase. Between July 28 and August 3, the company bought 21,021 BTC for $2.46 billion. The firm, the largest public holder of BTC, has 628,791 BTC worth $74.33 billion.
Strategy’s Bitcoin bet has also proven lucrative. In Q2, the firm reported a net income of $10.02 billion, a shift from the losses posted in the first quarter.
The End of Bitcoin-Only Treasuries? How ETH is Stealing the Spotlight
While Saylor’s conviction in Bitcoin remains unshaken, ethereum is becoming the next preferred choice for many institutional players. Moreover, their conviction is not without reason.
Industry leaders point to its adaptability, evolving ecosystem, and diverse applications—from tokenization to enterprise solutions—as factors driving long-term confidence. In fact, Standard Chartered’s Geoff Kendrick argued that Ethereum-focused treasury companies “make more sense” than their Bitcoin counterparts. The reason, he explained, is
“Due to staking yield, DeFi leverage. And from a regulatory arbitrage perspective, they make more sense than their BTC equivalents, too.
In addition, Shawn Young, Chief Analyst at MEXC Research, recently told BeInCrypto that the industry has moved beyond the era of Bitcoin-only corporate treasuries.
“Companies are increasingly diversifying across ETH, SOL, BNB, and TON, treating them as strategic assets aligned with the evolving structure of digital finance. This marks a significant departure from the traditional institutional finance playbook. Firms are beginning to align their treasury portfolios with the operational logic of crypto-native ecosystems, prioritizing liquidity, programmability, and exposure to on-chain growth sectors, Young mentioned.
He explained that firms publicly disclosing their digital asset holdings are setting a new benchmark. According to Young, companies integrating cryptocurrencies into their treasuries today could help shape the new corporate standard in the coming years.