Companies can add $ 330 billion to Bitcoin bonds in the next five years: Bernstein

According to Bernstein’s recent research, companies can invest up to $ 330 billion in Bitcoin over the next five years.

“We expect about 330 billion dollars in treasury flows to Bitcoin by 2029,” the analysts said.

This potential shift indicates that Bitcoin develops from speculative origin to the corporate legal treasury option. They added that over the next five years, “We expect that listed companies will allocate about $ 205 billion of capital to acquire Bitcoin.”

This will be led by “small growth companies, in an attempt to simulate the Bitcoin Treasury in the strategy.”

Bernstein: “We expect $ 330 billion from the Treasury Ministry leading to Bitcoin by 2029E.
Over the following five years (Cy25e-29E), we expect that listed companies will allocate about $ 205 billion to acquire bitcoin, led by low small growth companies, in an attempt to simulate the Bitcoin Ministry of Mstr … pic.twitter.com/rpgxklg1gt

Matthew Sigge, CFA Restore (Matthew_sigel) May 5, 2025

Companies accumulation

Researchers in the wealth management giant expected that companies with $ 100 million or more of cash reserves can contribute 190 billion dollars to BTC allocations. Smaller companies may add 11 billion dollars by 2026, and even conservative estimates indicate that 5 billion dollars can come from ten large companies by 2027.

The researchers made most of their predictions by comparing it to the former Microstrategy model, which was a great success.

“In our bull issue, we expect another $ 124 billion of flows from the strategy alone, which was confirmed by the recently increasing capital lifting plans,” they said.

“Better market with Bitcoin Playbook strategy”.

“There is no visible path for them to create value, and the success of the Mstr model provides them with a rare growth path.”

However, Bernstein warned that not every company can successfully repeat the strategy model, and that its performance depends on Bitcoin price movements.

Strategy: The pioneer of industry

Michael Celor’s software has spent more than $ 180 million for an additional 1,895 BTC on May 5. This amounts to total property to 555450 BTC, at a value of $ 52.5 billion at current market prices.

The company has the average cost purchase price in dollars of $ 68,569 per BTC, which made an unreasonable profit of about 38 %, or more than 14 billion dollars, According to To Tracker Saylor.

This was also reflected in the company’s shares, which increased by 97 % since the beginning of the year, According to To Google Finance. Relatively, Bitcoin is traded near the levels that changed on January 1.

According to Bitbo, public companies combined have more than 723,000 BTC with a value of more than $ 68 billion. The Mining and Data Center companies follow, Maathon Digital Holdings, riots, and strategic Cleanspark in terms of the detained amount.