Bernstein Analysts Predict Michael Saylor’s Strategy And Other Corporations Could Buy $330 Billion In Bitcoin By 2030
The post Bernstein Analysts Predict Michael Saylor’s Strategy And Other Corporations Could Buy $330 Billion In Bitcoin By 2030 appeared on BitcoinEthereumNews.com. Bernstein analysts think companies could put up to $330 billion into Bitcoin over the next five years, with strategies like Michael Saylor’s leading the way, according to a new report. Bitcoin is quickly becoming more than just a speculative asset—it’s starting to look like a serious option for corporate treasuries. Strategy has employed a unique mix of equity sales, debt issuance, and corporate cashflows to fund its Bitcoin purchases—part of a long-term initiative dubbed the “21/21” capital plan, which it recently doubled to $84 billion in its new 42/42 raising efforts. Now, according to Bernstein’s May 5 report, Strategy could go even further: “In our bull case, we expect MSTR to hyper scale its capital strategy, utilizing ~ $124 billion for bitcoin acquisition,” the analysts wrote. This level of investment would not only solidify Strategy’s dominance in the corporate Bitcoin space but also signal to other firms the viability of such an approach. Bernstein estimates that companies with over $100 million in cash reserves and limited growth prospects could collectively contribute up to $190 billion to Bitcoin holdings. An additional $11 billion might come from smaller, high-growth firms by 2026. Even more conservative projections suggest that a modest $5 billion allocation from just ten large firms by 2027 could mark a turning point in mainstream corporate adoption. However, Bernstein cautions that Strategy’s model isn’t easily replicated. The firm’s success is attributed not just to its confidence in Bitcoin but also to its innovative financial engineering: “MSTR’s edge lies in its financial innovation in building the bitcoin-linked fixed-income stack. Not every Bitcoin treasury will be successful simply replicating MSTR’s playbook, in our view,” the analysts noted. Strategy’s approach has redefined the boundaries of corporate finance. By developing and executing a sophisticated capital structure that includes Bitcoin-backed bonds and convertible notes, the…
The post Bernstein Analysts Predict Michael Saylor’s Strategy And Other Corporations Could Buy $330 Billion In Bitcoin By 2030 appeared on BitcoinEthereumNews.com.
Bernstein analysts think companies could put up to $330 billion into Bitcoin over the next five years, with strategies like Michael Saylor’s leading the way, according to a new report. Bitcoin is quickly becoming more than just a speculative asset—it’s starting to look like a serious option for corporate treasuries. Strategy has employed a unique mix of equity sales, debt issuance, and corporate cashflows to fund its Bitcoin purchases—part of a long-term initiative dubbed the “21/21” capital plan, which it recently doubled to $84 billion in its new 42/42 raising efforts. Now, according to Bernstein’s May 5 report, Strategy could go even further: “In our bull case, we expect MSTR to hyper scale its capital strategy, utilizing ~ $124 billion for bitcoin acquisition,” the analysts wrote. This level of investment would not only solidify Strategy’s dominance in the corporate Bitcoin space but also signal to other firms the viability of such an approach. Bernstein estimates that companies with over $100 million in cash reserves and limited growth prospects could collectively contribute up to $190 billion to Bitcoin holdings. An additional $11 billion might come from smaller, high-growth firms by 2026. Even more conservative projections suggest that a modest $5 billion allocation from just ten large firms by 2027 could mark a turning point in mainstream corporate adoption. However, Bernstein cautions that Strategy’s model isn’t easily replicated. The firm’s success is attributed not just to its confidence in Bitcoin but also to its innovative financial engineering: “MSTR’s edge lies in its financial innovation in building the bitcoin-linked fixed-income stack. Not every Bitcoin treasury will be successful simply replicating MSTR’s playbook, in our view,” the analysts noted. Strategy’s approach has redefined the boundaries of corporate finance. By developing and executing a sophisticated capital structure that includes Bitcoin-backed bonds and convertible notes, the…
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