If Bitcoin is $ 119,000 by the end of August, Microstrate (Now the strategy) in the third quarter can set a new record for the highest quarterly profits of the company circulating in financial history. This impressive number would easily top NVIDIA profits and approach the Apple record.
With Bitcoin gaining widespread acceptance, it demands the issue of whether the main players will adopt the strategy plan by the book. According to Bricken Enmanuel Cardozo analyst, this is dependent. Although the current achievements of the strategy are impressive, the quality of its health in the long run has become a question.
Can Microstrategy Bitcoin acquire technical giants?
Michael Saylor (Michael Saylor (Michael Saylore) is still strong through sunlight or rain. At the present time, no signs of slowdown appear. With 592,100 bitcoins in its public budget, the strategy is the largest company bearer around the world.
With the continued high price of Bitcoin, as well as the total profits of the strategy. This success has already has already led many companies circulating to the public to follow. The question is whether other companies ’giants will take the jump and buy bitcoin.
If Bitcoin Q3 is closed above $ 119,000, and the strategy has 592,100 Bitcoins obtained at an average cost of $ 70,666 each, then net quarterly divide profits for the strategy will be about $ 28.59 billion.
This number will exceed the highest quarterly income in NVIDIA of $ 22.091 billion, making the largest quarterly profit in the IT strategy and large among many technology companies circulating for the public.
Since the strategy uses the fair value represented by Bitcoin, it reflects these gains directly in its net income. If the price of Bitcoin continues to rise further than this level, the strategy profits can challenge the net separate income recorded by Apple in the quarterly numbers of $ 36.33 billion.
Can this unprecedented success be born for fear of the loss of other competitors?
To buy or not buy
Cardozo expressed an excitement about how such a scenario generates more Bitcoin’s dependence by Trailblazers other companies.
“with [Strategy’s] 592,100 BTC Holdings, other companies may feel the need to jump recently, especially since the performance of the strategy exceeds traditional measures. This type of success will not pass without anyone noticing and will eventually push their paintings to explore at least to keep up with it. “
Some Bitcoin’s advantages may attract assets of massive profits, such as NVIDIA or Apple.
“There is a strong situation for technology giants like Apple and NVIDIA to diversify to Bitcoin, and I love the possibilities here. On the professional side, Bitcoin is designed as an ideal hedging against the value of Fiat due to the limited supply and decentralized nature.”
However, the play book like a strategy comes with many risks, and it is not a single victory that suits everyone-even the strategy itself.
Strategy Financial Health: deeper diving
Although the strategy witnessed great profits from retaining bitcoin, these gains stem mainly from a tax advantage, and not from its basic commercial operations.
“These gains are driven by fair value accountability, not cash like billions of Apple of iPhone sales, they are paper profits linked to the Bitcoin price. Investors and analysts should see this as a speculative boost, not a sign of operating power, focus on cash flow and religion to real business health,” Cardozo explained.
Comparing the effectiveness of the net income of the strategy with other characteristics such as the cash flow and debt already More problems reveal the problems that the company may wait, especially if the bitcoin price is steady.
According to the latest SEC files for the company, the strategy stated that its debts due to $ 8.22 billion as of March 2025. It was also a negative flow of $ 2 million, which represents a significant decrease on an annual basis.
Although these numbers are logical given the bitcoin aggressive purchase of the strategy, they also prove that the company’s basic software works do not generate enough money to cover its expenses. The strategy said that itself in the latest file.
“The significant decrease in the market value of our bitcoin contract can negatively affect our ability to meet our financial obligations,” read statement.
The new debts and shares should be issued to collect the capital to continue its strategy. The plan is fraught with risks, at the very least.
Is bitcoin suitable for every company?
Given that the main income of this strategy comes from Bitcoin purchases, Cardozo argues that other companies should think carefully about their financial position before following a similar approach.
He said: “Analysts must weigh this against operational standards; the company that lives on unrealized gains is more dangerous by nature. I think it is an innovative strategy, but for long -term health, especially for traditional companies, the processes that are generated for criticism overcome paper profits on any day, as he said, investors must take this into consideration.”
However, since Bitcoin symbolizes increasingly technological innovation, companies that are in line with this principle may feel pressure to embrace it. They will not need to get approximately 600,000 Bitcoins, such as the strategy, to lead such a statement.
They also have a flexible treasury enough to break the fall.
“I am sure that Apple and NVIDIA will eventually invest in Bitcoin, especially with its current record over the past ten years,” said Cardoso, adding: “Their cabinet can handle a small allocation from 1 to 5 %, and not only hedge against inflation but also as a brands treasury because it represents the same image that will also pressure this ultimately.”
However, in the end, companies such as Apple and Nvidia meet different customers. Adding Bitcoin to its budgets may lead to customer loss.
Sustainability question to adopt bitcoin
It is no secret that bitcoin mining widely harms the environment. The strategy, through Bitcoin acquisitions, contributes directly to the high -energy consumption levels associated with the industry.
“The annual energy consumption of Bitcoin is equivalent to a medium -sized country, and of course it opposes the bats with the Apple Carbon 2030 neutral goal and pushing renewable energy in NVIDIA,” Cardoso told Beincrypto:
These companies can risk canceling their public image by linking an industry that contradicts their environmental and social goals and governance (ESG).
“Customers and activists may pressure them, and see it as green washing, especially with the sustainability a large part of their general image … they can align Bitcoin with their ESG goals and maintain their image intact because Bitcoin mining becomes more sustainable than the traditional banking services system.”
Ultimately, while the attractiveness of Bitcoin’s gains may pressure technology giants such as Apple and NVIDIA to follow the progress of the strategy, this consideration may cause more problems than profits.
Disintegration
With the guidance of the confidence project, this article displays the views and views of industry or individuals experts. Beincrypto is devoted to transparent reports, but the opinions expressed in this article do not necessarily reflect the views of Beincrypto or their employees. Readers must independently verify information and consult with a professional before making decisions based on this content. Please note that the terms, conditions, privacy policy have been updated and the evacuation of responsibility.
