Very interesting indeed, this flew under my radar, which is a little alarming as I hold Microsoft shares.
I've liked Microsoft for a while now ( only recently started to dabble in US shares, I like Apple and Google too :-)) as I feel they hold the keys to the kingdom in many ways. Microsoft are so embedded in EVERY business, hard to see them being ousted any time soon.
If they do decide to hold BTC, it is certainly going to create some interesting headlines , I think it will cause many who see Microstrategy's play as "fringe" or didn't even notice the BTC angle at all to look again at the whole idea of BTC as an asset. It is easy to dismiss Saylor as a wildcard maverick, but Microsoft will lend some gravitas to the story.
Your game theory angle is very interesting too. Who else may follow suit and as we all know here, BTC is VERY finite in quantity
RE: Could Microsoft Be The Next Microstrategy?