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Bitcoin vs. Gold vs. MSTR: My Raw, Unfiltered Take

  • Writer: Silivere Bakomeza
    Silivere Bakomeza
  • 6 days ago
  • 5 min read

Written by Silivere Bakomeza, Founder of BakoInvest






Bitcoin. Gold. $MSTR. Only one fits my 20-year plan.
Bitcoin. Gold. $MSTR. Only one fits my 20-year plan.

No fluff. No filters. Just the truth.


This is the version of the conversation I’d have if we were sitting across from each other in a small, quiet coffee shop. You ask me why I’m investing in MicroStrategy ($MSTR), and I give you the real answer—not the polished version for Google or social media.


I’m not here to hype Bitcoin. I’m not here to bash gold.

I’m here to explain why I looked at all three—Bitcoin, gold, and MSTR—and chose one as the foundation for my long-term wealth.


Let’s break it down.



The Store of Value Problem


For years, gold was the gold standard—literally.


It was how kings held power, how countries backed currencies, how families stored wealth for generations. It didn’t rust. It didn’t disappear. It wasn’t paper.


But then came the internet, the fiat era, inflation, and a financial system that increasingly relies on printing, bailing out, and kicking the can down the road.


People started asking:


“Is gold still the best store of value?”


That’s when Bitcoin came into the picture. And I won’t lie—Bitcoin makes a strong case. But it still didn’t become my top choice. I’ll tell you why in a second.



Why I Respect Bitcoin (But Didn’t Pick It)


Bitcoin is brilliant in theory and in code.


  • It’s scarce: 21 million coins max

  • It’s decentralized: No government can shut it off

  • It’s borderless: You can send millions across the world in minutes

  • It’s durable: Your private key = your ownership


Bitcoin is gold for the internet age.


And that’s why I respect it. That’s why MicroStrategy owns over 555,450 BTC as of this writing.


But here’s the key:

I didn’t buy Bitcoin directly. I bought MSTR.


Why?


Because I believe in owning the public company that sits on one of the largest Bitcoin treasuries in the world…

…and is still buying more.


Let’s walk through that logic.



Gold: What It Was, What It’s Not Anymore


Gold is still valuable.

It’s a physical hedge. It has history. It has psychological weight.


But for me, gold has three major problems:



1. It’s heavy, expensive to store, and not mobile.



In a digital world, that’s a huge friction point. I can’t carry $100,000 worth of gold through an airport.



2. It doesn’t generate yield or cash flow.



It just sits there. That might preserve value—but it doesn’t build wealth. I’m not trying to stay the same. I’m trying to grow.



3. It doesn’t scale with innovation.


Gold has been the same asset for centuries. Meanwhile, Bitcoin has layer-2 solutions, new wallets, institutional growth, ETFs, and real community momentum.


So gold is stable—but it’s slow.

That might be fine for some people, but I want to run.



Why I Chose MSTR Instead


Let me be clear: I believe in Bitcoin’s long-term value.

But I also believe ownership structure matters.


When I look at MicroStrategy, I don’t just see a stock—I see:


  • A publicly traded Bitcoin vault

  • An experienced, mission-driven CEO (Michael Saylor)

  • A balance sheet engineered for asymmetric upside

  • A tax-advantaged, compliant way to ride Bitcoin’s performance through a company structure

  • A real business that still earns revenue from software



That combination? It’s rare.


I get exposure to Bitcoin without:


  • Custody risk

  • Cold wallets

  • KYC headaches

  • Hype-driven volatility



Instead, I get a leveraged vehicle with:


  • Institutional backing

  • Daily liquidity

  • A proven track record of accumulating BTC even during bear markets



And as someone who’s building wealth while still driving a bus full-time, I need a system that works without the emotional highs and lows of the crypto market.


That’s what MSTR gives me.



Why I Don’t Own Bitcoin Directly Right Now


People ask me all the time:


“Why don’t you just own the Bitcoin directly?”


Here’s my honest answer:


I used to.

I owned Bitcoin during its big 2020 run-up. I made money. But I also held too long, sold too late, and panicked when the crash came.


I realized I needed something different.


So instead of trading the asset, I chose to own the conviction vehicle: MicroStrategy.


MSTR is the bridge between old finance and new digital value.

It gives me peace of mind, while still being exposed to Bitcoin’s upside.



What I Like About MSTR That BTC and Gold Don’t Offer


Let’s be brutally clear.


Bitcoin is powerful—but emotionally unstable.


You’ll wake up and it’s up 15%. The next day? Down 20%.

You have to be mentally strong to ride that daily.



Gold is stable—but doesn’t scale.



It just sits there. Fine if you want preservation. Not great if you want wealth expansion.



MSTR is the middle ground.



  • I get Bitcoin exposure.

  • I get a corporate structure.

  • I get long-term upside.

  • I get a CEO who has more conviction than anyone on Wall Street.

  • I get liquidity, compliance, and tax reporting without the crypto learning curve.



That’s why it fits me.


And if you’re someone who’s serious about building wealth without living on a trading app, this strategy might make sense for you too.



But Let’s Be Real: There’s Risk


I’m not here to pretend it’s all upside.


Yes, MSTR is tied to Bitcoin’s price.

Yes, it’s volatile.

Yes, it could drop hard if Bitcoin crashes again.


But that’s why I invest $50 a day, every single market day.

No lump sum (only if it makes sense). No timing. No stress. Just consistency.


I’m treating this like a 20-year case study.

And I’m documenting every share I buy on BakoInvest.com.


This isn’t about hype. It’s about legacy.



Final Breakdown: BTC vs. Gold vs. MSTR



Scarcity


  • Gold: High

  • Bitcoin: Fixed (21M max)

  • MSTR: Indirect (via BTC held)


Storage & Access


  • Gold: Physical

  • Bitcoin: Digital wallet

  • MSTR: Brokerage account


Volatility


  • Gold: Low

  • Bitcoin: High

  • MSTR: High


Growth Potential


  • Gold: Low

  • Bitcoin: High

  • MSTR: Very high (with leverage)


Yield / Cash Flow


  • Gold: None

  • Bitcoin: None

  • MSTR: Possible (if company profits)


CEO / Leadership


  • Gold: None

  • Bitcoin: Community-led

  • MSTR: Michael Saylor


Tax Reporting


  • Gold: Manual

  • Bitcoin: Complex

  • MSTR: Simplified (1099 from broker)


Emotional Simplicity


  • Gold: Medium

  • Bitcoin: Hard

  • MSTR: Easier than BTC



My Final Word? Pick Your Vehicle—Then Stick with It


This isn’t about me convincing you to buy what I’m buying.

It’s about you seeing how I think through these decisions.


I didn’t pick MSTR because it was trendy.

I picked it because I’m trying to escape the noise and build something real.


If you prefer Bitcoin directly, cool.

If you want the old-school safety of gold, I get it.

But I want leverage. I want a story. I want a CEO who speaks like a general.

And I want my portfolio to mirror my conviction.


That’s why I buy $MSTR every single weekday.



Follow the Journey


I’m not selling you a course. I’m not promising overnight wealth.


But if you want to watch someone build a real portfolio—one share at a time, one day at a time—follow along:


(Updated weekly.)


And if you’re not ready for MSTR yet, start somewhere simple:


Open a free Acorns or Robinhood account and start building. Just don’t wait.




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