Bitcoin is set to experience an influx of $330 billion from corporate treasury investments by 2029, according to a new analysis from Bernstein. The report highlights the growing interest from businesses seeking to diversify their asset portfolios by adding Bitcoin as a strategic reserve.
The analysis suggests that companies, particularly those that have already embraced Bitcoin like MicroStrategy, will continue to drive this wave of corporate adoption. Bernstein predicts that MicroStrategy will lead the charge, potentially adding billions more to its Bitcoin holdings in the coming years. The company’s commitment to Bitcoin as a treasury asset has set a precedent for others to follow.
Corporate interest in Bitcoin is largely driven by inflation concerns, currency devaluation fears, and the growing recognition of Bitcoin as a hedge against economic instability. As regulatory clarity around Bitcoin improves, more companies are expected to increase their exposure to the cryptocurrency.
Bernstein estimates that over the next five years, corporate treasury inflows into Bitcoin could total $330 billion, with other companies expected to contribute a combined $205 billion. The report also notes that the growing number of corporate Bitcoin holders will likely have a lasting effect on both the asset’s price and its role as a mainstream investment.
Currently, public companies hold about 720,000 BTC, which represents roughly 2.4% of the total Bitcoin supply. Bernstein’s forecast suggests that as corporate adoption continues to grow, the percentage of Bitcoin held by these companies will increase, potentially fueling further upward momentum in the market.
While Bitcoin remains volatile, Bernstein’s report anticipates that the trend of corporate adoption will only intensify, making Bitcoin an increasingly important component of corporate treasury strategies.
