US companies are predicted to buy $10.3B in Bitcoin over the next 18 months.
River – A new report from Bitcoin technology and financial services firm predicts that some companies in the United States will increase their exposure to Bitcoin (BTC) in the next 18 months.
According to the report, an estimated 10% of US companies will convert 1.5% of their treasury stock, or roughly $10.35 billion, to Bitcoin over the next year and a half.
Predictions of corporate Bitcoin holdings in 2026. Source: River
River analysts also pointed out that traditional corporate treasury strategies rely on cash and other short-term cash equivalents. Analysis of the river:
“These investments can yield modest returns near the federal funds rate — currently more than 5%. But even these short-term investments often underperform Treasuries by not outperforming inflation.”
This inflationary erosion has caused Apple — now a trillion dollar corporation — to lose $15 billion in treasury over the past 10 years, according to the report.
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Microstrategy Corporate Treasury Strategy
The analyst's forecast shows the rise of the corporate treasury strategy promoted by MicroStrategy founder Michael Saylor.
In June 2024, MicroStrategy completed the sale of an additional $800 million in debt at 2.25%.
Saylor is an asset that guarantees “economic immortality” to corporations and businesses through a fixed supply and the relative lack of risk in other stores of value such as real estate or stocks.
Chart showing MicroStrategy BTC stock. Source: River
According to MicroStrategy's second quarter earnings report, it currently holds 226,500 BTC worth $14.7 billion.
Better Than Warren Buffett – A New Era of Corporate Finance?
Saylor's BTC Treasury Strategy Microstrategy has significantly outperformed Warren Buffett's investment firm Berkshire Hathaway. Since the adoption of the Bitcoin Treasury strategy, the micro strategy has increased over 1,000%. Comparatively, shares of Berkshire Hathaway rose 104.75% during the same period.
Buffett has refused to add bitcoin to his portfolio or insulate the store of value against fiat inflation.
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