Public companies could channel over $300 billion more into Bitcoin

This potential inflow stems from a growing number of corporates adopting a strategy modeled after MicroStrategy's aggressive Bitcoin accumulation culture.

Public companies could channel over $300 billion more into Bitcoin over the next five years, according to a new report by analysts at asset management firm Bernstein.

This potential inflow stems from a growing number of corporates adopting a strategy modeled after MicroStrategy’s aggressive Bitcoin accumulation culture, disclosed in a recent report by Bernstein.

The asset manager's base case outlines that between 2025 and 2030, listed corporations could direct nearly $205 billion into Bitcoin. An additional $124 billion is expected to come from companies replicating the capital deployment plan of Strategy (formerly Microstrategy), which currently holds 555,450 BTC purchased for a total cost of approximately $38.08 billion at an average price of $68,550 per coin. Most recently, Strategy added 1,895 BTC for $180 million.

$MSTR has acquired 1,895 BTC for ~$180.3 million at ~$95,167 per bitcoin and has achieved BTC Yield of 14.0% YTD 2025. As of 5/4/25, we hodl 555,450 $BTC acquired for ~$38.08 billion at ~$68,550 per bitcoin. $STRK $STRF https://t.co/rusgfuyCTG

— Michael Saylor (@saylor) May 5, 2025

These projections rely on the premise that more public companies with limited organic growth paths and large cash reserves will follow Strategy’s lead.

Screened Firms May Drive Billions in Bitcoin Demand

Bernstein estimated that if just 20% of these screened companies allocated 25% of their treasury reserves to Bitcoin, it could generate approximately $190 billion in inflows.

The firm noted that such companies are typically low-growth and have surplus capital without productive avenues for reinvestment. As a result, Strategy’s approach may appeal to these firms as they seek new asset strategies.

Meanwhile, the share of total Bitcoin supply held by public companies has climbed to 3.4%, up from 1.3% at the end of 2023. This increase coincides with broader regulatory and accounting shifts. Data confirms that these companies hold a total of 720,898 BTC worth $67.8 billion at press time. Meanwhile, private firms hold 398,323 BTC currently valued at $37.44 billion.

Market Conditions Support Expansion

The Bernstein report also highlighted Strategy's role in building institutional-grade instruments that facilitate access to Bitcoin.

Bernstein analysts observed that Strategy has been able to scale during multiple market cycles, although they cautioned that similar success is not guaranteed for others attempting to copy the model.

Still, growing access to the capital markets and the decreasing float of available Bitcoin suggest that corporate adoption could tighten supply. Strategy Chairman Michael Saylor recently stated his intention to continue acquiring Bitcoin, noting a willingness to buy even at $1 million per coin and the potential for daily purchases of $1 billion.

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