Corporate Treasuries May Gobble Up 20% of Bitcoin Supply Within 18 Months
Wall Street’s latest shiny object? Bitcoin balance sheets. Forget gold reserves—blue-chip companies are now racing to hoard BTC like digital Scrooge McDucks.
The math is brutal: if adoption maintains its current velocity, one-fifth of all Bitcoin could vanish into corporate vaults by 2026. That’s more institutional FOMO than a Goldman Sachs alumni reunion.
Suddenly ’number go up’ doesn’t sound so meme-worthy when Fortune 500 CFOs start treating BTC like a strategic reserve asset. Just don’t ask them to explain the blockchain—they’re still figuring out how to use their hardware wallets.
Path to 20% of Bitcoin supply by 2026
Bitwise and UTXO cited the first-year performance of spot Bitcoin exchange-traded funds (ETFs) in the US, which attracted $36.2 billion of net inflows and surpassed gold-ETF assets in one-twentieth the time SPDR Gold Shares required after launch.
The report argued that major wirehouses and private banks will soon open ETF access, transforming dormant interest into orders.
Once holdings accumulate, the report anticipates a pivot toward BTC-denominated yield. It values the nascent Bitcoin finance market at $100 billion if only 5% of a $2 trillion Bitcoin capitalization seeks on-chain lending, basis trades, or bridge-operator fees.
Firms such as Strategy and Metaplanet leverage these tools to expand reserves without new equity issuance.
Favorable policies in the US
Additionally, policy initiatives add a structural bid. The BITCOIN Act, reintroduced by Senator Cynthia Lummis in March, WOULD direct the Treasury to.
Meanwhile, President Donald TRUMP signed an executive order in March to establish a.
cap BTC at up to 10% of rainy-day funds, reinforcing what the authors describe as a game-theory loop. Each cohort that accumulates removes circulating supply, lifts price floors, and pressures lagging peers to act.
Bitwise and UTXO conclude that the interplay among sovereigns, corporations, and wealth platforms could push adoption beyond speculative trade into portfolio mechanics and public finance policy.
The report frames this progression as a step toward “hyperbitcoinization,” which will be driven by balance-sheet management rather than market sentiment and result in institutions accumulating roughly 20% of the Bitcoin supply by 2026.
