
It’s solely Might, and public companies have already purchased 3.3 occasions extra Bitcoin than has been provided in 2025, in keeping with a brand new graphic from asset supervisor Bitwise. To place that into perspective, the brand new provide for the yr is round 60,000 BTC, and firms have already surpassed 196,000 BTC in purchases.
A yr in the past, there have been just a few firms, notably Technique and Metaplanet, holding Bitcoin on their steadiness sheets. Now there are over 70 firms with a public Bitcoin treasury technique, and in keeping with Technique CEO Phong Le, “Subsequent yr we could possibly be at 700 firms.”
That type of progress isn’t random—it’s a transparent sign that company technique is evolving quick. Corporations aren’t simply testing the waters anymore; they’re diving in. This isn’t some short-term pattern—this can be a main shift in how companies are desirous about cash, reserves, and long-term worth safety.
Throughout final week’s Bitcoin For Firms event at Technique World 2025 in Orlando, Florida, Michael Saylor, Government Chairman of Technique, stated Bitcoin treasury firms have gotten “exponentially extra highly effective,” and he’s not simply hyping it. He predicts 30–60% progress yearly for the following decade, with a long-term forecast of 29–30% ARR. That’s not regular company progress—that’s exponential compounding with conviction.
Saylor identified how even political pushback helps Bitcoin. “Each single time a politician blocks one thing or reacts negatively, they’re driving it ahead,” Saylor stated. “You possibly can’t pay for the advertising and marketing we simply obtained in Arizona. That’s going to catalyze hundreds of thousands and hundreds of thousands of individuals to say, ‘What is that this factor? Was that the precise choice? Ought to we reevaluate this?’ All the pieces is nice for Bitcoin.”
And he’s not fallacious. Whether or not it’s state-level bans or media panic, all it does is make folks curious. That curiosity results in analysis, which ends up in understanding—and for lots of firms and buyers, that ends with shopping for Bitcoin.
Le Phong additionally highlighted how latest U.S. authorities actions are literally bullish:
“What is occurring within the U.S. Authorities—the embracement of the Strategic Bitcoin Reserve, digital asset framework, stablecoin payments—we’ve got an administration that could be very supportive of Bitcoin and makes everyone get up and say ‘what is that this Bitcoin factor?’”