TLDR
- MicroStrategy’s portfolio could have doubled if it had invested in XRP instead of Bitcoin, reveals Ex-Ripple dev.
- XRP outperformed Bitcoin with a 513% gain, compared to Bitcoin’s 96% over the past year, says Matt Hamilton.
- Several companies, including Trident and VivoPower, are now launching dedicated XRP treasuries, shifting institutional interest.
- XRP’s increasing use in DeFi solutions makes it a growing asset for corporate treasuries, challenging Bitcoin’s dominance.
Strategy (formerly MicroStrategy), might have seen its investment portfolio grow twofold if it had opted for XRP over Bitcoin, according to a recent analysis by former Ripple developer Matt Hamilton. Hamilton’s research highlights XRP’s impressive performance over Bitcoin in recent years, with the altcoin achieving significant gains. This raises important questions about the company’s long-standing Bitcoin-focused investment strategy.
XRP’s Strong Performance Could Have Doubled MicroStrategy’s Portfolio Value
Strategy currently holds over 601,000 BTC, acquired for approximately $42.87 billion. At current market prices, this stash is valued at over $71 billion, resulting in an unrealized profit of about $29.4 billion. The company’s latest purchases include 4,980 BTC for $531.9 million, with an average price of more than $106,000 per Bitcoin.
Matt Hamilton’s recent analysis highlights a significant performance gap between Bitcoin and XRP. Over the past year, XRP posted an impressive 513% gain, compared to Bitcoin’s 96%. This difference in returns suggests XRP has had a more favorable risk-return profile, despite the volatility in the cryptocurrency market.
For those wondering how BTC has compared to XRP as an investment over longer term, I've recalculated what Microstrategy's portfolio would have looked like if they had invested the same dollar value in XRP vs BTC. If Saylor had invested in XRP instead of BTC the portfolio would be… https://t.co/srq92DRW4l pic.twitter.com/e9Np3ZWJgk
— Matt Hamilton (@HammerToe) July 19, 2025
If MicroStrategy had invested in XRP instead of Bitcoin, its portfolio could have nearly doubled, according to Hamilton’s analysis. While MicroStrategy, led by Michael Saylor, remains a strong Bitcoin advocate, this comparison underscores XRP’s growing potential and challenges Bitcoin’s position as the dominant corporate treasury asset.
Surge in XRP Treasury Adoption Among Institutions
An emerging trend in the crypto world is the rising interest in XRP as a treasury asset among public and private companies. These firms are diversifying their portfolios, signaling a shift in institutional preference away from Bitcoin. Companies like Trident, VivoPower, Webus International, and Ault Capital Group are all planning dedicated XRP treasuries.
Trident, for example, aims to raise $500 million to create one of the largest corporate XRP reserves. VivoPower has raised $121 million to focus on XRP for decentralized finance (DeFi) applications. Worksport Ltd. and others are also investing in XRP alongside their Bitcoin holdings. This shift suggests that XRP is increasingly viewed as a valuable asset for corporate treasuries.
Beyond price appreciation, companies see the potential of XRP for DeFi solutions, offering advantages beyond its role as a store of value. XRP’s growing institutional adoption may position it as a major player in corporate investment, alongside Bitcoin, shaping its future in the financial ecosystem.
The Changing Landscape of Corporate Cryptocurrency Investment
As more companies explore the potential of XRP, its adoption is on the rise. MicroStrategy, with over 601,000 BTC, has long focused on Bitcoin for its investments. However, XRP’s growing institutional adoption and strong gains are fueling the debate between the two assets.
The surge in XRP treasury adoption points to a shift in corporate strategies, as companies see XRP’s utility beyond speculation. With more institutions allocating funds to XRP, its role as a valuable investment asset is becoming clearer. Whether Bitcoin continues to dominate corporate treasuries remains uncertain, but XRP’s increasing popularity is noteworthy.
While Bitcoin remains the flagship cryptocurrency for many institutional investors, XRP’s growth and expanding use cases suggest it may play a larger role in corporate crypto investments in the future. As the debate between BTC and XRP evolves, institutional interest in both assets is growing, with their roles in the financial ecosystem still being shaped.
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