Corporations Will Pour $330 Billion Into Bitcoin By 2029: Bernstein
Investment firm Bernstein expects corporate treasury allocations to drive approximately $330 billion into Bitcoin (CRYPTO: BTC) over the next five years, fueled primarily by public companies adopting Strategy‘s (NASDAQ:MSTR) capital deployment model.
In a note published on Monday, Bernstein analysts outlined a base case in which listed corporates allocate around $205 billion to Bitcoin between 2025 and 2029, with Strategy contributing an additional $124 billion.
The firm said this projection hinges on continued replication of the MSTR playbook by companies with limited organic growth paths.
“Small, low-growth public companies with excess cash and limited prospects are likely to emulate MSTR’s Bitcoin treasury strategy,” the report stated.
Bernstein identified around 2,000 such firms globally that meet …
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