Bernstein Predicts $330 Billion Corporate Bitcoin Allocation in Next 5 Years

This projection is fueled by the increasing trend of institutional adoption and the notable success of corporations with significant Bitcoin holdings, such as MicroStrategy (formerly known as Strategy).

Bernstein’s research highlights the substantial growth in corporate Bitcoin holdings, which have surged by 160% since late 2023. This increase has been largely driven by MicroStrategy’s aggressive Bitcoin acquisition strategy. Led by Executive Chairman Michael Saylor, the company currently holds approximately 555,450 BTC, representing over 2.6% of Bitcoin’s total 21 million supply. These holdings were acquired for around $38 billion since 2020.

MicroStrategy has strategically utilized a combination of equity and debt offerings, along with its corporate cash flows, to fund its “21/21” capital plan, announced in the fourth quarter of 2024. Bernstein notes that last week, MicroStrategy doubled its target to $84 billion in a new “42/42” roadmap, with the potential for further increases.

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In their May 5 report, Bernstein outlined a bullish scenario, stating, “In our bull case, we expect MSTR to hyper scale its capital strategy, utilizing ~ $124 billion for bitcoin acquisition.” This aggressive stance from a prominent publicly traded company is likely influencing other corporations to consider Bitcoin as a viable treasury asset.

Bernstein’s projection of up to $330 billion in corporate Bitcoin allocation over the next five years underscores the growing confidence in Bitcoin as a long-term store of value and a strategic asset for corporate balance sheets. The success of MicroStrategy’s Bitcoin-heavy treasury strategy serves as a compelling case study for other publicly listed companies exploring diversification and potential higher returns through digital assets.

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