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Amazon shareholders propose Bitcoin reserve as Microsoft shareholders vote on similar proposal. Will game theory kick in?

Amazon shareholders proposed a resolution for the Board to consider investing in Bitcoin as a strategic reserve (in lieu of cash).

Meanwhile, Microsoft shareholders are voting on Tuesday, Dec. 10, on a similar proposal raised by Microsoft shareholders.

Game theory underlying Bitcoin reserves

As Jaison Milkovich’s analysis of government Bitcoin strategic reserves explains, once one peer adopts Bitcoin as a strategic reserve, game theory dynamics suggest other peers will follow. The basic reason is that the potential loss by remaining on the sidelines becomes greater than the potential loss by investing in Bitcoin.

As RJ Fulton of The Motley Fool explained:

The idea of a government stockpiling Bitcoin may still seem unlikely to some, but it aligns with a powerful concept in economics known as game theory. If the United States were to begin accumulating Bitcoin, it would likely set off a domino effect, pressuring other nations to follow suit to avoid falling behind. In game theory terms, this is a classic example of “prisoner’s dilemma,” where each player (or country, in this case) is incentivized to act to avoid the risk of losing a strategic advantage.

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