Companies Plan Bigger Bitcoin Treasury in 2026

Core Insights - Companies holding Bitcoin on their balance sheets are expected to experience significant growth in 2026, with optimism that public companies will increase their Bitcoin treasury, building on momentum from 2025 [1][2] - The survey indicates that corporate Bitcoin balances are anticipated to rise, as companies are likely to buy in large quantities and hold for extended periods, reducing the number of coins available on exchanges [2][5] Corporate Behavior - Early adopters like Strategy (formerly MicroStrategy) have shown the viability of holding Bitcoin, with the company accumulating over 673,000 BTC, which serves as a reassurance for other CFOs considering similar strategies [3] - The introduction of Spot Bitcoin ETFs by firms like BlackRock and Fidelity has attracted billions in investments, signaling Bitcoin's acceptance in the mainstream financial system [4] Market Dynamics - As of late 2025, over 170–190 publicly traded firms held Bitcoin, controlling approximately 5% of the circulating supply, with expectations for further growth in 2026 due to maturing treasury models and new entrants [5] - Corporate treasury purchases are likely to lock away large amounts of BTC in secure custody, reducing the available supply on exchanges, which may stabilize Bitcoin's price and market behavior [6] Long-term Market Impact - This shift in corporate behavior is expected to transition Bitcoin from a speculative asset to a more stable asset class, similar to gold, fostering greater institutional patience and reducing panic selling [7]