A quiet revolutionary is changing the face of the cryptocurrency market. While retail investors are still arguing about the future of Bitcoin, the boards of the world’s largest companies have already made a decision. And they have just crossed a historic threshold.
Record resources in company vaults
Corporate balance sheets have crossed the one million bitcoin mark for the first time. According to the latest data, 172 public companies have accumulated a total of approximately 1.04 million BTC worth more than $117 billion. This is not only an absolute record, but also an astonishing growth rate, as the number of companies holding Bitcoin increased by 40 percent in the last quarter.
The undisputed leader remains the former MicroStrategy, which, after rebranding to “Strategy”, currently holds approximately 640,000 bitcoins. The next places were taken by Mara with 53,250 BTC and XXI with 43,514 coins. Interestingly, Tesla remains in eleventh position with 11,509 bitcoins, even though it has not increased its holdings for years.
New faces on the hodler list
What is most fascinating, however, are the new entries on the list of corporate holders. Bullish with a portfolio of 24,300 BTC and Trump Media with 15,000 coins are just the beginning of a trend that can fundamentally change the dynamics of the crypto market.
Gracy Chen, CEO of Bitget, does not hide his enthusiasm:
We are seeing a growing wave of companies increasing their Bitcoin holdings. It is no longer just a hedge, but a long-term bet on digital assets as a key element of treasury reserves
Why is it so important?
The matter is extremely important. This is how sustainable demand for digital assets is formed. Public companies do not act impulsively, but in accordance with well-thought-out strategies that require the consent of management boards, consultations with treasury departments and cyclical purchasing decisions. This process, although slow, is crucial to the future of Bitcoin.
Experts point to three fundamental consequences of this trend. First, demand becomes more even, which naturally reduces extreme price volatility both up and down. Second, Bitcoin is increasingly tied to the stock market through equity financing mechanisms, debt issuances and index fund flows.
The third aspect may turn out to be the most important: each subsequent large company that decides to purchase and store Bitcoin makes it easier for subsequent management boards to make a similar decision. Precedents, case studies and proven procedures are being created. It’s a snowball effect that’s just starting to gain momentum.
See also: Kraken buys Small Exchange for USD 100 million. The exchange enters the derivatives market in the US
The end of wild volatility?
Peter Chung, head of research at Presto Research, draws attention to financing mechanisms:
Their main goal is the accumulation of cryptocurrency assets, financed by the issuance of securities on the public market. As long as there is demand for them, the process will continue
Analysts are increasingly predicting that Bitcoin’s days of extreme volatility may be a thing of the past. Instead of sudden jumps and declines, we can observe a more stable, although still dynamic growth with shallower corrections. It sounds boring to many, but the prospect of predictable, systematic growth in value with reduced risk is a scenario that both individual and institutional investors will happily accept.
In the last quarter, companies added approximately 193,000 bitcoins to their wallets. If this pace continues or accelerates, the cryptocurrency world could look very different in just a few years. Not thanks to revolutionary technologies or viral memes, but because of systematic, boring decisions made by corporations. And perhaps it is in this unnoticeable evolution that the real revolution lies.
