Bitcoin Adoption & Corporate Strategy - Corporations are increasingly driving Bitcoin adoption, catching up to initial adoption by individuals [4] - Businesses have emerged as the primary force behind Bitcoin's ongoing bull market [4] - Bitcoin inflows onto business balance sheets in the first eight months of 2025 have exceeded the total for all of 2024 by $125 billion [5] - Treasury companies account for 76% of all Bitcoin purchases since January 2024 and 60% of publicly reported business holdings [6] - A 1% allocation to Bitcoin in 2020 could have resulted in a $14 billion to $29 billion treasury gain for companies like Microsoft, Google, and Apple [12] - Businesses using River allocate an average of 22% of their net income to Bitcoin, with a median allocation of 10% [13] Inflation & Investment - Inflation has eroded the purchasing power of corporate balance sheets by $14 billion to $21 billion since 2020 [11] - Holding cash leads to losses due to the debasement of the dollar, while holding assets like stocks, gold, Bitcoin, and real estate leads to gains [16] - The dollar has lost 30% of its purchasing power since 2020 [17] Monetary Policy & Inflation Target - The Federal Reserve's inflation target of 2% may be too low, and a 3% target might be more appropriate given current economic conditions [20][21][23] - Consumer finances data suggests that 3% is the new 2% [27][28][29]
Corporations Are BUYING UP Bitcoin At Record Speed
From The Desk Of Anthony Pomplianoยท2025-09-04 21:00