Corporate Treasuries Could Inject $330 B Into Bitcoin by 2029

Key takeaways from Bernstein’s latest report:

Roughly 2,000 listed companies hold about $3.8 T in cash. If they follow MicroStrategy’s allocation playbook, around $205 B could flow into BTC over the next five years.

MicroStrategy alone might add another $124 B.

Together, that brings potential corporate inflows to roughly $330 B.

Public companies already own about 720 k BTC (≈2.4 % of total supply), up from 1.3 % at the end of 2023.

A friendlier U.S. regulatory environment could accelerate balance-sheet adoption.

Why it matters:

A steady wave of corporate-treasury demand, paired with a shrinking exchange float, sets the stage for a structural BTC supply squeeze. Watch earnings calls—cash-rich, low-growth firms may become the next wave of hodlers.

Not financial advice.

#bitcoin #BTC #CorporateTreasury #CryptoMarkets #BinanceSquare

what do you guys think will happen?