Strategy’s Bitcoin Gambit: Outperforming Nvidia?

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Adam Livingston, author of “The Bitcoin Age,” claims that Strategy Inc., led by Michael Saylor, could outperform tech giants like Nvidia. According to Livingston, Strategy could reach $2 trillion in Bitcoin value within 15 years, even without buying more, at a modest 25% annual growth rate. 🧠💸

Livingston predicts Strategy will be world’s most valuable firm

Livingston predicted that Strategy could become the world’s most valuable company. His prediction is based on the firm’s Bitcoin-heavy investment strategy. A strategy as audacious as a tuxedo on a beach. 🏖️

The author shared a 72-second animated chart video to explain his perspective. The chart features three of the top Bitcoin treasury firms, including Strategy, Metaplanet and SmarterWeb, together with the MAG7 cash balance sheets. A spectacle so dazzling, it’s almost enough to make one forget the laws of economics. 🎭

He programmed Bitcoin appreciating at a very modest 25% CAGR, and the cash balances on the MAG7 balance sheets depreciated at 6% per year. A mathematical marvel, if ever there was one. 🧮

Strategy will be the world’s most valuable company.

Even if they never buy another Bitcoin.

Saylor won the game.

I show you in 72 seconds:

– Adam Livingston (@AdamBLiv) October 23, 2025

The chart revealed that Strategy has surpassed the $300 billion mark in just five years of accumulating Bitcoin. Based on this, Strategy is set to reach $2 trillion in BTC in 15 years. This is assuming that the firm never buys another Bitcoin. A feat as impressive as a peacock’s strut. 🦚

Livingston describes this growth as financial strength and greatness, which nobody can stop. A claim as solid as a sandcastle at high tide. 🏖️

“Nobody will ever touch this company. They will be the most powerful company in the world. Remember in five years, 10 years, 15 years, remember to come back to me for showing you the light. This is just math. This is not bias,” says Livingston. A promise as solid as a sandcastle at high tide. 🏖️

He emphasized in a follow-up post that Bitcoin has a CAGR of 82% over the past 10 years. He added that Michael Saylor reportedly projects a more conservative long-term CAGR of 20% over 20 years. At a 20% CAGR, the BTC value would double approximately every 3.8 years. A rollercoaster with no brakes. 🎢

The author noted that even if Bitcoin’s CAGR is reduced by 5% or 10%, the growth would still be substantial, dismissing concerns about overly optimistic assumptions. A glass half full, or perhaps a champagne flute. 🥂

Strategy still committed to Bitcoin accumulation

For emphasis, Strategy has consistently added BTC to its balance sheets since it began the move in August 2020, treating it as a primary treasury reserve asset. This strategy bets on the long-term value appreciation of the top coin. A bet as risky as a tightrope walk over a pit of piranhas. 🐠

Strategy announced one of its smallest BTC purchases earlier this month. The company acquired only 162 BTC, valued at about $18.8 million. A mere drop in the ocean, or perhaps a strategic ploy. 🌊

This small acquisition, compared to previous transactions, led some community members to speculate about whether Saylor is out of cash. A whisper as quiet as a mouse in a library. 📚

Nevertheless, Strategy remains the largest Bitcoin corporate holder, with an enormous reserve of 640,418 BTC. This brings the firm closer to the much-coveted 650,000 BTC milestone. A near-miss as thrilling as a close call at the racetrack. 🏁

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2025-10-24 15:49