Michael Saylor's view of the strongest three horses in the next ten years

MicroStrategy founder and CEO Michael Saylor recently shared his views on the investment performance over the past decade on social media. He categorized the best-performing assets in the market into three dimensions, each representing different growth drivers in various sectors. This perspective has sparked new reflections on long-term asset allocation within the industry.

Michael Saylor’s Investment Framework

Michael Saylor himself is a seasoned investor in digital assets, and his company MicroStrategy has long been one of the publicly traded firms holding the most Bitcoin. His “Three-Dimensional Asset Classification” divides the top-performing assets of the past ten years into three categories based on their attributes, each representing the core growth logic of a specific economic sector.

Ten-Year Performance of the Three Asset Classes

According to Michael Saylor’s analysis, the best-performing assets over the past decade are: Digital Intelligence (corresponding to NVIDIA NVDA stock), Digital Credit (corresponding to MicroStrategy’s MSTR), and Digital Capital (corresponding to Bitcoin BTC).

As a global leader in chip manufacturing, NVIDIA’s stock price has multiplied several times over the past ten years amid the explosive demand for AI computing power. MicroStrategy has actively invested in Bitcoin and innovatively financed to acquire it, becoming the publicly traded company with the largest Bitcoin exposure. Bitcoin, as a representative of digital capital, has also experienced astonishing growth over the decade.

Current Performance and Outlook of Digital Capital

Currently, Bitcoin is trading near $89.30K. Although there has been a correction in the past year (with a 1-year gain/loss of -12.55%), its compound annual growth rate over ten years still far surpasses that of traditional assets. Saylor’s classification framework suggests that whether it is the chip industry driving the AI revolution, companies building the Bitcoin ecosystem, or Bitcoin itself as a store of value, all have gained full market recognition in the long-term trend.

These three asset classes share the common trait of being at the forefront of transformation in their respective fields, embodying the dual driving forces of technological progress and financial innovation.