In mid-2020, MicroStrategy ((MSTR) announced it would start holding Bitcoin (BTCUSD) on its balance sheet. MicroStrategy’s Executive Chairman, Michael Saylor, is extremely bullish on Bitcoin and views the digital asset as a store of value. Today, MicroStrategy is the largest institutional holder of Bitcoin and owns more than 499,000 BTC, which accounts for 2% of the total supply.
Bitcoin prices have risen by more than 800% in the last five years, while MSTR stock has returned 1,830%. MSTR’s performance is tied to Bitcoin’s, making the tech stock extremely volatile. For instance, BTC prices are down over 20% from all-time highs, while MicroStrategy shares have fallen by 44%. This shows that MicroStrategy stock is twice as volatile as Bitcoin.
Rezolve AI (RZLV) is one little-known artificial intelligence stock that aims to replicate MicroStrategy’s Bitcoin strategy. Let’s see how.
An Ambitious Bitcoin Plan
Earlier this week, Rezolve AI announced plans to establish a $1 billion Bitcoin treasury program, beginning with an initial $100 million investment, as the AI commerce solutions company positions itself to launch a crypto payment platform later this year.
The Nasdaq-listed company said the strategic move will directly support its upcoming crypto payment platform, which was developed in collaboration with stablecoin giant Tether.
“This is more than an investment – it’s a statement of intent,” Daniel M. Wagner, CEO of Rezolve AI, said in a press release. “We’re not just embracing the future of finance; we're building it. Our $1 billion Bitcoin treasury is the fuel that will power our initiative with Tether, enabling seamless, AI-driven crypto payments for retailers and consumers worldwide.”
The company framed its Bitcoin treasury initiative as a multi-faceted strategy for financial and commercial objectives. It expects the cryptocurrency to protect against inflation and currency devaluation.
Later this year, Rezolve AI expects to launch what it describes as a “revolutionary AI-powered crypto payment platform” developed with Tether, the company behind the world's largest stablecoin.
What’s Next for the AI Stock?
The integration of AI with cryptocurrency payments represents an untapped frontier. By combining these technologies, Rezolve AI appears to be staking out territory in what could become an increasingly competitive space as traditional payment processors and fintech companies explore similar opportunities. Notably, Rezolve did not specify a timeline for reaching the $1 billion Bitcoin allocation target beyond the initial $100 million investment.
According to analyst estimates, Rezolve AI’s sales are forecast to increase from $260,000 in 2024 to $33.56 million in 2025 and almost $100 million in 2026. Moreover, its losses per share are projected to narrow from $0.17 in 2024 to $0.09 in 2025.
Each of the four analysts covering RZLV stock has a “Strong Buy” recommendation. The average target price for the AI stock is $6, indicating an upside potential of 200% from current levels.
