Corporate Treasuries Go Full Crypto: Public Companies Double Down on Bitcoin

Wall Street’s latest quarterly filings reveal a gold rush—except it’s all digital. Blue-chip firms are loading up on Bitcoin faster than a degenerate trader chasing a 10x altcoin.

The trend isn’t slowing down. While traditional investors still clutch their pearls over volatility, CFOs are quietly converting cash reserves into Satoshis. Guess they’d rather ride the lightning than watch inflation eat their lunch.

Here’s the kicker: These aren’t crypto-native companies. We’re talking Fortune 500 dinosaurs waking up to decentralized money—right as regulators start sharpening their knives. Nothing like a little institutional FOMO to make compliance departments sweat.

$0.000039. Over approximately a six-month period, Bitcoin has transitioned from a speculative asset to a strategic institutional holding. The report reveals that from November 15, 2024, to May 15, 2025, the total amount of Bitcoin held by public companies surged from 394,131 to 786,857.

ContentsBitcoin Acquisition by CompaniesFuture Scenarios for Bitcoin

Bitcoin Acquisition by Companies

The report outlines that during this period, companies collectively added 392,726 BTC to their portfolios. This implies that approximately 196,363 Bitcoins were acquired by companies every three months. In light of these figures, Bitwise developed a model to project the rate at which public companies might accumulate Bitcoin over the next six quarters, up until the end of 2026.

If the institutional interest in bitcoin decelerates, the model suggests that companies could purchase 98,181 BTC each quarter. Should the current trend maintain its pace, quarterly purchases could remain at 196,363 BTC. Conversely, if institutional adoption doubles, it is estimated that companies could acquire 392,726 BTC every three months.

Future Scenarios for Bitcoin

In an optimistic scenario, Bitwise projects that public companies could amass up to 2.356 million BTC. This amount represents 11.22% of the total Bitcoin supply, equivalent to approximately $259.4 billion at current prices. In more cautious forecasts, total accumulation might range between 589,000 and 1.178 million BTC. Factoring in nearly 2 million Bitcoins rendered inaccessible by Satoshi Nakamoto and forgotten coins, there is a notable potential for a supply shortage.

The interest in Bitcoin from institutional companies may not be limited to merely converting cash reserves into cryptocurrency. Bitwise analysts observe that an increasing number of companies are gradually shaping their business models around Bitcoin.

“Collectively, these developments signal a new adoption era where public companies not only hold Bitcoin but also build business models around this asset. The ‘Bitcoin Standard,’ pioneered by figures like Michael Saylor, suggests replicable models where companies channel excess cash into Bitcoin and align capital structures to fund additional purchases. More firms adopting this standard strengthens Bitcoin’s role in corporate treasuries and informs equity investors about its function,” analysts highlight.

The growing corporate acceptance of Bitcoin could also amplify interest among other investor groups and market participants. Consequently, it appears increasingly feasible for this leading cryptocurrency to become a staple on more companies’ balance sheets.

Continued institutional buying may encourage Bitcoin’s long-term adoption not just in individual but also corporate investment spheres. If this trend persists, significant changes in market dynamics are anticipated in the coming years. It is expected that crypto assets will occupy more prominent positions in strategic planning by public companies.

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