On May 6, 2025, analysts from Bernstein predict that companies will invest 330 billion USD in Bitcoin over the next 5 years, with Strategy (formerly MicroStrategy) leading the way and many small businesses following suit. Will this be the turning point for Bitcoin to become a mainstream asset in corporate treasury? Let's analyze in detail.


Prediction of 330 Billion USD: Strategy Leads

Bernstein forecasts in a report on Monday that companies will pour 330 billion USD into Bitcoin from now until 2029. #StrategyB , the Nasdaq-listed company (MSTR), is considered a key player, with a Bitcoin treasury model starting in 2020 aimed at generating shareholder profits during the COVID-19 pandemic. Currently, Strategy holds 555,450 BTC, valued at 52.2 billion USD (based on a Bitcoin price of 94,000 USD). The company just acquired an additional 1,895 BTC (180 million USD) on Monday, affirming a strong accumulation strategy.


Small Businesses Following Suit

Bernstein believes that small companies with low growth and abundant cash fit the model of Strategy, especially when there is no clear path to value creation. "The success of Strategy offers a rare growth path," the analysts wrote. Some businesses have followed suit, such as Semler Scientific (medical technology) buying 167 $BTC (16.2 million USD) and Metaplanet (Japanese hotel management) also focusing on Bitcoin. Bitcoin supporters argue that this is a hedge against inflation, superior to cash, although financial experts warn of risks due to price volatility.


Market Reality: Bitcoin and Stock Strategy

Bitcoin is currently trading around 94,000 USD, down over 1% in 24 hours but up nearly 50% over the past year, attracting attention from many companies. Strategy's (MSTR) stock surged from under 15 USD (August 2020) to nearly 378 USD, equivalent to over 2,476%, reflecting the success of the Bitcoin strategy. However, Bernstein notes that not every "Bitcoin treasury" succeeds in replicating Strategy, as it depends on Bitcoin's price volatility—an asset that still carries risks.


Impact on the Crypto Market

This trend brings many positive signals:



  • Increasing institutional confidence: Strategy holds 555,450 BTC, similar to Cardone Capital (350 BTC) and GameStop (4.7 billion USD preparing to buy), encouraging institutional investment.


  • Supporting Bitcoin prices: Buying 330 billion USD over 5 years will reduce the circulating supply (only 2.492 million BTC remaining on exchanges), creating upward price pressure (forecast of 120,000 USD, according to Standard Chartered).


  • Driving the ecosystem: The involvement of Semler and Metaplanet could pull altcoins like $XRP (2X leveraged ETF coming soon) and Ethereum (upgrading to Fusaka soon).



Future Prospects

With crypto fund inflows reaching 3.4 billion USD last week and Bitcoin's dominance at 63.4%, the corporate treasury trend promises to make Bitcoin a strategic asset. Although volatility risks exist, the success of Strategy is inspiring other companies, especially in the context of inflation and a weakening USD (USDX hitting a low of 97.9 on April 21, 2025, according to data from #FXCE ).


Conclusion: Will Bitcoin Become the 'King' of Corporate Treasury?

Bernstein predicts that companies will invest 330 billion USD in Bitcoin by 2029, with Strategy leading the way and many small businesses following suit. From holding 555,450 BTC, Strategy not only shapes trends but also proves Bitcoin's potential as a hedge against inflation. Although risks remain, growth opportunities are clear. Investors should closely monitor to take advantage of this wave.


Risk warnings: Crypto investments carry high risks due to price volatility and legal uncertainties. Please consider carefully before participating.