Corporate Bitcoin Adoption Is Exploding—And Most Investors Are Still Asleep at the Wheel
Wall Street’s finally waking up to what crypto natives knew years ago—Bitcoin isn’t just for degenerates anymore. Blue-chip balance sheets are loading up, and the institutional floodgates are creaking open.
Why the sudden rush? Try self-preservation. With the dollar doing its best impression of a melting ice cube, CFOs are scrambling for hard assets. Enter Bitcoin—the anti-inflation play that doesn’t require storing physical gold in a panic room.
Here’s the kicker: most traditional portfolios are still dangerously underweight. While hedge funds quietly accumulate, your average pension fund manager is too busy explaining why their 2% bond yields ’provide stability.’
One exec puts it bluntly: ’Corporations adopting Bitcoin today will look like Amazon embracing the internet in 1997—obvious in hindsight, terrifying to miss.’ Meanwhile, Wall Street banks keep charging 2% management fees to… wait for it… not own Bitcoin.
Corporate Bitcoin Hoard On The Rise
Based on reports, companies and ETFs now control roughly 3.23 million BTC. That’s about 15% of the total 21 million supply. At today’s price, that stash is worth around $348.25 billion. Myers says “Bitcoin Treasury Companies” will push that share up to 50%. He thinks half the coins will sit in corporate wallets rather than retail hands or government coffers.
Strategy will own $70T of #Bitcoin in 20 years, making it by far the most valuable company in the history of the world.
Bitcoin Treasury Companies will hold 50% of all BTC, way more than most Bitcoiners are prepared for.
THREAD on why… and a personal announcement
pic.twitter.com/8vir8L3qD4
— Jesse Myers (Croesus
) (@Croesus_BTC) May 22, 2025
Strategy’s Ambitious Bet
According to filings tracked by Saylor Tracker, Strategy holds 576,320 BTC. That stash is worth about $62.24 billion right now. Myers says if bitcoin keeps rising, Strategy could see its holdings hit $70 trillion by 2045. To reach that number, each unit would need to trade for more than $120 million—a rise of over 1,000× from today. That’s a huge climb in just two decades.
To set the stage, there is $1000T of asset value in the world.
Bitcoin is just 0.2% pic.twitter.com/JJCyX2glVK
— Jesse Myers (Croesus) (@Croesus_BTC) May 22, 2025
Myers points out there’s about $1,000 trillion in assets across the world. Bitcoin makes up just 0.2% of that total, he says. He also notes $318 trillion sits in bonds that might FLOW into digital currency over time. If even a slice of that bond pile hunts for a “hard money” store of value, Myers figures it will boost demand for BTC.
On April 24, Strike founder Jack Mallers launched Twenty One Capital. This new Bitcoin treasury company has backing from Tether, SoftBank and Cantor Fitzgerald. Its goal is to offer a “capital-efficient” way for investors to gain Bitcoin exposure. Even so, firms like this will need to find big pools of cash and MOVE carefully in markets that aren’t always deep enough for huge buys.
Myers’s view stirs plenty of questions. Will bond managers really shift large chunks of money into Bitcoin? Can companies add millions of coins without sending prices through the roof? And how will rules from regulators shape this corporate buying spree?
We’ll be watching new SEC filings, fund Flow reports and any signals on digital-asset rules. Those clues will tell us whether Myers is being visionary or simply dreaming big.
Featured image from Pixabay, chart from TradingView
