According to a recent analysis by Bloomberg Intelligence, several large American companies listed on the stock market could soon adopt Bitcoin as a component of their cash reserve, faced with increasing economic uncertainties.
In short
- Bloomberg Intelligence suggests that Bitcoin becomes a viable cash flow option for listed companies.
- The correlation between Bitcoin and stock markets has been weakening since the “Liberation Day”.
- The volatility of Bitcoin over 10 days is now lower than that of the main stock market indices.
- Already 711,000 bitcoins would be held by listed companies in the first quarter of 2025.
Bitcoin as a refuge value in the face of economic uncertainties
Bloomberg Intelligence's strategists found a major development in the behavior of Bitcoin on the financial markets in the first quarter of 2025.
According to Lu Yeung and Breanne Dougherty, the first global crypto demonstrates remarkable resistance to recent economic tensions linked in particular to new customs tariffs. This phenomenon could convince financial directors to reconsider its role in the business cash strategy.
Historically, the Bitcoin price was playing in sharp correlation with the American stock markets. However, this trend was significantly faded after what analysts call the “day of liberation”.
Even more surprising, the volatility of Bitcoin over 10 days is now less than that of the main American stock market indices.
David Lawant, research manager at Falconx, precise that if Bitcoin remains correlated with shares, it no longer increases the stock market risks as before:
Bitcoin does not evolve independently, but it does not increase the stock market risk as in the past. This is the real important signal.
The growing adoption of the BTC by listed companies
This evolution of the behavior of Bitcoin intervenes in a context of adoption accelerated by listed societies.
According to data From the Bitwise fund manager, the total number of bitcoins held by public companies crossed the 700,000 BTC mark in the first quarter, reaching precisely 711,000 BTC according to the latest estimates.
During the last quarter only, twelve new companies joined the Bitcoin investment movement, confirming this substantive trend. Companies are increasingly seeking to diversify their cash reserves in the face of macroeconomic uncertainties.
Strategy is distinguished as the largest institutional holder with investments totaling $ 35.6 billion in Bitcoin. Its latest purchase, announced last Monday, amounts to $ 556 million, demonstrating continuous confidence in this allowance strategy.
Faced with global economic uncertainties and the remarkable Bitcoin performance, many American companies could soon reconsider their traditional cash management approach. This trend, carried by the performance and the growing resilience of Bitcoin, could mark a major turning point in the institutional adoption of cryptos.
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