Michael Saylor's view of the strongest asset in ten years: The triangular focus on NVDA, MSTR, and BTC

MicroStrategy Founder and Executive Chairman Michael Saylor recently shared his observations on the long-term performance of the capital markets. Over the past decade, this renowned investor has identified three asset classes that have outperformed others, each representing a different dimension of digitalization. This perspective offers investors a unique view of the long-term wealth accumulation path.

The Three Pillars of the Digital Revolution

Michael Saylor creatively categorized the best assets of the past ten years. First is NVIDIA (NVDA), representing the rapid development of digital intelligence, with its chip technology driving the AI era; second is MicroStrategy (MSTR), symbolizing innovation in digital credit, achieving performance growth through business intelligence and crypto asset allocation; third is Bitcoin (BTC), representing digital capital, demonstrating the enduring vitality of decentralized assets.

These three assets, seemingly from different fields, are actually benefiting from the same trend—the comprehensive rise of the digital economy. They have each achieved outstanding performance over a decade in their respective domains, becoming the most representative growth engines in this historical cycle.

Michael Saylor’s Investment Logic

As a well-known advocate of Bitcoin, Michael Saylor’s asset choices are no accident. His deep understanding of digitalization trends enables him to proactively position himself in areas with long-term growth potential. The selection of NVDA reflects a precise grasp of AI computing power demand; MSTR’s performance stems from innovative practices in new business models; and BTC’s recommendation reflects a forward-looking judgment on monetary and financial reform.

This “three-dimensional” asset allocation approach provides a reference framework for investors—across chip, enterprise, and currency levels—diversifying asset deployment in the wave of digitalization, which may be more resilient and have greater growth potential than betting on a single direction.

Market Status and Long-term Insights

The current crypto market is still evolving amid volatility. Bitcoin has fallen 12.87% over the past year, but this short-term fluctuation has not changed the confidence of industry insiders like Michael Saylor in its long-term value. His continued optimism about these three asset classes reflects a firm belief in the major trend of the digital economy—regardless of short-term market adjustments, long-term structural opportunities still exist.