Public companies have been able to lead more than $300 billion to Bitcoin over the next five years, according to a new report by analysts at asset management company Bernstein.
This potential influx comes from an increase in companies adopting strategies modeled on MicroStrategy’s aggressive Bitcoin accumulation culture. Bernstein revealed the forecast in a recent report.
The Basic Asset Manager Case outlines that from 2025 to 2030, publicly traded companies can direct nearly $200 billion towards Bitcoin. The additional $124 billion is expected to come from companies replicating the strategy’s capital deployment plan (previously micro-strategic).
Currently, the strategy holds 555,450 BTC and is buying for a total of around $38.08 billion based on an average price of $68,550 per coin. Very recently, strategy Added $180 million at 1,895 BTC.
$MSTR has acquired 1,895 BTC for ~$95,167 per Bitcoin for ~$1,895 BTC yields on YTD 2025 on May 4, 2025. $strk $strf https://t.co/rusgfuyctg
– Michael Saylor (@saylor) May 5, 2025
These forecasts rely on the assumption that more public companies with limited organic growth paths and large cash reserves will follow the strategy lead.
Screened companies may drive billions of dollars in demand for bitcoin
Bernstein Estimated If 20% of these screened companies allocate 25% of the Treasury reserves to Bitcoin, it could generate about $190 billion inflows.
The company noted that such companies typically have low growth rates and have surplus capital without productive means for reinvestment. As a result, strategic approaches may appeal to these companies as they are looking for new asset strategies.
Meanwhile, the proportion of total Bitcoin supply held by public companies rose to 3.4% from 1.3% at the end of 2023. This increase coincides with wider 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 companies currently own 398,323 BTC, worth $37,444 billion.
Market conditions support expansion
Meanwhile, Bernstein’s report pointed to the role of strategies in building institutional grade equipment that promotes access to Bitcoin.
Bernstein analysts said the financial structure of the strategy allows it to expand during multiple market cycles, but warned that similar success is not guaranteed for others who try to mimic the model.
Still, increasing access to capital markets and a decrease in available Bitcoin float suggest that corporate adoption can strengthen supply. Recently, Michael Sayler, chairman of strategy repetition He states that he intends to continue earning Bitcoin, that he is ready to buy even $1 million per coin, and there are potential purchases of $1 billion each day.
