Mark MossChief Bitcoin Strategist Satsuma | Partner BTCOppFund | ArchLending | BlockwareTeam | 100M+ YouTube

Bitcoin or MicroStrategy?

16 Oct 2026 · 1 min

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In this concise monologue, Mark Moss addresses a hypothetical investor with $100,000 who wants to allocate funds between Bitcoin and Bitcoin‑related assets, specifically MicroStrategy. He explains that both assets are fundamentally tied to Bitcoin’s price performance, so a decline in Bitcoin would hurt both. He recommends that if the investor currently holds no Bitcoin, the bulk of the capital should be placed directly into Bitcoin, treating it as his “hurdle rate” investment. A smaller portion can be allocated to MicroStrategy if the investor is willing to accept higher risk for the possibility of a higher return, acknowledging that MicroStrategy may outperform Bitcoin but also carries greater volatility. Moss concludes with a call‑to‑action to watch his free training on building a wealth operating system.

Chapters

I've got $100,000 ready to invest in Bitcoin and maybe some Bitcoin-related assets. But the question is, should I put it all into Bitcoin? Should I put it in now? Should I put it into MicroStrategy? Or should I split it between the two? Well, there's no real answer for this. What I would say is that both of them are linked to the performance of Bitcoin. So if Bitcoin fails, both of them fail. One of them potentially could beat Bitcoin's return, but it comes with more risk. And so what I would say is if you own no Bitcoin at all, I might just put it into Bitcoin, or at least put the bulk majority of that into Bitcoin, which I consider my hurdle rate. And if I have a little bit more capital that I want to take a little bit more risk with to try to get a little bit more return, I would then put it into MicroStrategy to try to get a little bit of a better return profile, recognizing that I'm taking more risk. So again, they're both linked to Bitcoin. And if Bitcoin fails, they both fail. But one might get me a little bit of a better return, but I'm also taking more risk for it. And so you're going to split your allocations accordingly. So if you want to learn how to build your own wealth operating system, then click the video below to watch my free training. And I'll see you over there.