An increasing number of companies are discreetly integrating Bitcoin into their balance sheets to hedge against inflation and diversify their assets. While big names like Tesla gained attention for their Bitcoin investments, many firms from various sectors have adopted a low-profile approach to accumulate Bitcoin. As of early July 2025, 250 companies hold Bitcoin, with 26 reported to have significant reserves. Firms like BitFuFu, Cipher Mining, and MercadoLibre have allocated a notable percentage of their market cap to Bitcoin, using it as a hedge against currency devaluation and to enhance portfolio resilience. Blockchain analytics play a crucial role in identifying these corporate holdings, utilizing techniques like address clustering and timing correlation. However, companies face risks, including capital erosion if their investments become overvalued compared to their market capitalization. The growing trend suggests a shift in corporate finance, viewing Bitcoin as a viable treasury strategy, influencing market dynamics and regulatory perspectives.

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