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BitcoinTreasuries.net: about 130 publicly-listed companies currently hold a combined ~$87B in bitcoin, about 3.2% of all the bitcoins that will ever exist

Corporate treasuries now hold more than 3% of the world's biggest cryptocurrency, a stash worth $87bn

Financial Times Philip Stafford

Context & Ripple Effects

Public-company bitcoin ownership has grown beyond a strategy associated chiefly with MicroStrategy, which was previously reported to hold roughly 2% of bitcoin itself through its corporate-treasury approach. The new aggregate shows that that corporate accumulation model now spans about 130 listed companies.

The figure also fits a broader concentration of bitcoin in institutional pools: research published days earlier put governments, ETFs and public companies among the centralized holders controlling a substantial share of circulating supply.

First-order effects

  • The roughly 130 listed holders now collectively have about $87B of bitcoin exposure, making bitcoin-price movements more consequential for their reported treasury values and shareholders.
  • Corporate ownership represents about 3.2% of bitcoin’s eventual supply, adding a sizable listed-company block to the asset’s holder base.

Second-order effects

  • Companies considering bitcoin as a treasury asset face a more visible peer benchmark, while investors can more readily compare direct corporate exposure with other institutional routes to bitcoin.
  • More coins held in long-term corporate treasuries can concentrate available ownership among institutions, alongside the broader centralized-treasury holdings identified by Gemini and Glassnode.

Third-order effects

  • If listed-company accumulation continues, bitcoin ownership may become increasingly shaped by corporate capital-allocation decisions rather than solely by individual holders.
  • That concentration could make the market more sensitive to treasury buying, financing and selling decisions at a relatively small set of public companies, though the reported snapshot alone does not establish a lasting pattern.

The trend: Bitcoin is increasingly being treated as an institutional treasury asset, concentrating ownership in companies, funds and other centralized holders.

Discussion

  • @robertscotthorton Scott Horton on bluesky
    The number of bitcoin held by companies has jumped 170%.  A total of about 130 listed firms hold a combined $87bn of bitcoin, equivalent to about 3.2% of all the bitcoins that will ever exist.  They are following a trail blazed by billionaire Michael Saylor.  —  t