Bitcoin May be on 25% of S&P 500 Firms' Balance Sheets by 2030: Architect Partners
Portfolio Pulse from
Analyst Elliot Chun from Architect Partners predicts that by 2030, approximately 25% of S&P 500 companies will hold Bitcoin on their balance sheets. Currently, publicly listed companies hold 665,618 BTC, representing 3.17% of Bitcoin's total supply. Companies like MicroStrategy and GameStop are leading this trend, with MicroStrategy holding the largest corporate Bitcoin position of 506,137 BTC.
March 30, 2025 | 6:15 pm
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NEUTRAL IMPACT
GameStop announced plans to raise $1.3 billion through a convertible note to acquire Bitcoin, though its stock has experienced a correction following the announcement.
While GameStop's Bitcoin strategy is noteworthy, the stock's recent price correction suggests mixed market sentiment about the move. The long-term impact remains uncertain.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
MicroStrategy continues to dominate corporate Bitcoin holdings with 506,137 BTC, representing a significant portion of publicly listed companies' Bitcoin reserves.
The continued positive narrative around corporate Bitcoin adoption directly benefits MicroStrategy, which has been the most aggressive in this strategy. Their large Bitcoin holdings and pioneering approach could attract more investor interest.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90