Big companies are scrambling for Bitcoin, but Asian companies only account for 1%? In-depth analysis of the opportunities and difficulties behind it. Quick overview of key points: Corporate investment in Bitcoin is becoming a new trend: US spot ETFs are approved, and companies are accelerating the inclusion of Bitcoin in their asset pools;
Bitcoin becomes a new weapon for "corporate moat": asset diversification, improved capital efficiency, and rising stock prices are the three main incentives;
Asia is still lingering in the same place: the proportion of currency holders is less than 1%, and high regulatory walls and imperfect market mechanisms have become stumbling blocks.
What is the logic behind global companies betting on Bitcoin? In 2024, the U.S. Securities and Exchange Commission (SEC) officially approved the first batch of Bitcoin spot ETFs, marking the historic transition of Bitcoin from a "heterogeneous asset" to a "mainstream institutional asset."
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What followed was a rapidly expanding wave of corporate holdings of Bitcoin. Represented by MicroStrategy, a group of radical companies included Bitcoin in their balance sheets, no longer treating it as a mere speculation object, but as an important weapon to fight inflation and improve asset efficiency.
More importantly, this trend is spreading from North America to Asia and other regions. However, Asian companies started a long way behind in this asset revolution.
Why are more and more companies choosing to "hold a large amount" of Bitcoin? Companies are holding a large amount of Bitcoin not just for hype, but for three deep logical considerations:
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1. Asset diversification, a weapon to defeat inflation Traditional corporate asset allocation focuses on cash and bonds, but these assets have meager returns and are even difficult to outperform inflation in the long run, resulting in a reduction in actual purchasing power. As a scarce asset, Bitcoin has outperformed the S&P 500, gold, and even high-yield bonds (junk bonds) in the past five years.
Real-life demonstration: Even if Meitu and MicroStrategy experience sharp short-term fluctuations after holding the currency, the asset value will increase significantly in the long run.
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2. Flexible fund scheduling breaks down traditional financial barriers Bitcoin trading is open 24 hours a day, without being restricted by bank business hours or waiting for lengthy approvals. This is an advantage that traditional finance cannot match for companies that frequently schedule cash flow and have high requirements for flexibility.
Latest data: Kaiko data shows that the average daily depth of the Bitcoin market is 2%, approaching 4 million US dollars, and its liquidity and stability are gradually approaching mainstream assets.
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3. Increase corporate market value and strengthen brand labels From Metaplanet to Semler Scientific, holding Bitcoin has become a new narrative selling point in the capital market. Stock prices have risen and valuation premiums have expanded, implanting an avant-garde and aggressive brand image in the minds of investors.
Simply put, holding coins is becoming a new paradigm for companies to attract shareholders and tell good growth stories.
Asian companies: Only 1% of them hold Bitcoin, why are they lagging behind? Although the Bitcoin holding trend is hot, Asian companies are clearly lagging behind in this asset transformation.
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Currently, the total amount of Bitcoin held by Asian companies accounts for less than 1% of the total global corporate holdings. Among them, a few outstanding players include:
Insufficient institutional channels
Lack of mature and compliant crypto asset custody, trading, and settlement systems;
Vague legal definitions and inconsistent financial processing standards lead to high corporate compliance risks.
Cognitive barriers remain
Compared with Europe and the United States, most senior executives in Asia are more conservative about crypto assets;
There is a lack of business leaders like MicroStrategy who dare to bet on future trends.
Future Outlook: Will Asia become a new highland for Bitcoin holdings? Although Asia is currently lagging behind, it has great potential. As some countries (such as Japan) gradually relax policies, coupled with the accumulation of demonstration effects such as Metaplanet, more companies are re-evaluating Bitcoin as part of their asset allocation.
Some leading companies are gradually exploring their layout by setting up overseas subsidiaries and making flexible compliance arrangements. Once the policy environment improves and financial facilities mature, Asian companies are expected to see a significant increase in the proportion of Bitcoin holdings.#Bitcoinprice breaks through $90,000##SaveEthereum Plan##Share2000U: April Hot Projects Essay Competition with Prizes#
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