Bernstein projects $330B corporate Bitcoin purchases over 5 years
Bernstein Research estimates that global corporations will spend up to $330 billion on Bitcoin for treasury use over the next five years, with $205 billion expected from public companies—mainly small, low-growth firms with large cash reserves. Strategy, led by Michael Saylor, is seen as the playbook model and is projected to add $124 billion in BTC by 2027. The firm already holds over 555,000 BTC.
Pro-crypto sentiment in the U.S. supports this trend, though Bernstein warns not all companies can replicate Strategy’s success. Shareholders at Amazon and Meta will soon vote on adopting Bitcoin as a treasury asset.