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According to a recent Bernstein research report, the acquisition of Bitcoin 
$104,790 by corporate treasury portfolios could reach an astounding $330 billion by the end of 2029. The report highlights that this growth could gain significant momentum over the years. It also notes that a substantial portion of Bitcoin shares is currently held by publicly traded companies.
Strategies and Investment Plans
The report reveals that numerous publicly listed companies worldwide plan to invest approximately $205 billion in Bitcoin acquisition strategies. A key player in this initiative is the company led by Michael Saylor, named Strategy. While currently implementing its Bitcoin investment strategy, the firm has set a target to acquire an additional $124 billion worth of Bitcoin.
The challenge here lies in the limited supply of Bitcoin. If a few companies create such large-scale demand, it could lead to a scenario where the demand from hundreds of companies matches that of a few firms, causing supply shortages and potentially massive gains.
Bitcoin 2029
Researchers indicate that the positive regulatory approach of the United States towards cryptocurrencies has supported the increase in Bitcoin holdings within corporate portfolios.
Gautam Chhugani and his team state, “The crypto-friendly regulatory environment in the U.S. has increased the number of organizations owning Bitcoin.”
This development seems to have set the stage for more institutional investors to participate in the market.
Currently, publicly traded companies show approximately 2.4% of the total Bitcoin supply, about 720,000 Bitcoins, accounted as balance sheet items. Yet, the report acknowledges that it would be challenging for most companies to achieve the scale attained by Strategy.
Under Michael Saylor’s leadership, Strategy recently added 1,895 Bitcoins to its portfolio at approximately $180.3 million. This step is seen as a concrete example of strengthening the company’s investment strategy.
The report suggests that global macroeconomic developments and regulatory opportunities might drive institutional investors to implement more aggressive strategies. Such conditions support companies’ efforts to diversify their portfolio management strategies.
The increase in small-scale firms adopting a similar investment model could steer the market’s general dynamics. However, the report emphasizes that not every company might succeed in implementing the Strategy model with the same success, although it still projects an optimistic 2029 estimate of $330 billion.
The report suggests that the current market conditions may lead investors to develop more cautious strategies regarding risk and return balance. This insight could serve as a guide for those involved in financial markets and portfolio management strategies.
