As companies expand their presence in the crypto sector, a recent survey reveals the rise of Bitcoin treasuries. Investors anticipate dramatic growth in public company Bitcoin portfolios in 2026, marking a turning point for traditional financial strategies. This development could transform business management practices, but also redefine the architecture of digital financial markets and decentralized finance, thus heralding a new era for the integration of cryptos into the global economy.
In brief
- A recent survey reveals strong growth momentum in public company Bitcoin treasuries for 2026, with impressive forecasts.
- Investors expect a significant increase in companies' Bitcoin holdings, reaching up to 2.2 million Bitcoin by the end of this year.
- Companies like Strategy and Metaplanet are planning substantial increases in their Bitcoin portfolios, with ambitious targets.
- Businesses are expected to see their Bitcoin treasuries grow significantly in 2026, redefining investment strategies and adoption of cryptocurrencies globally.
Significant growth in Bitcoin treasuries
The recent Bitcoin Treasuries Survey, conducted by bitcointreasuries.net, reveals impressive projections for the holdings of companies with Bitcoin treasuries.
Here is the main conclusions of the study:
- 1.7 million bitcoin: Around a third of respondents believe this figure will be reached by the end of 2026, marking a significant expansion of corporate Bitcoin holdings;
- 2.2 million bitcoin: Nearly 31% of investors surveyed expect public companies to hold this amount of bitcoin by this year-end, with strong confidence in the growth of crypto adoption.
Concerning specific companies, the forecasts are also very positive:
- Strategy: Almost 90% of investors believe this company will significantly increase its bitcoin portfolio, with forecasts close to 1 million bitcoins;
- Metaplanet: The Japanese company is expected to surpass its goal of 100,000 bitcoins by December 2026, with strong projections for its long-term goals.
These figures demonstrate increased confidence in the rise of Bitcoin treasuries and the desire of public companies to increase their exposure to crypto, with a high probability of continued growth until the end of this year.
The rise of digital credit and new investment strategies
The survey also uncovers another phenomenon that deserves attention: the rise of digital credit, particularly high-dividend preferred stocks, as an alternative to traditional Bitcoin treasury stocks.
More than half of respondents consider these financial instruments a necessary complement to traditional stocks, while one in six consider them a superior option. Indeed, investors appear to favor products offering predictable and frequent returns rather than focusing solely on maximum returns, which could shape how companies structure their investment strategies in the future.
At the same time, investors' expectations regarding the stock market performance of companies holding bitcoins are also positive. About 69% of respondents expect a continued increase in shares of companies holding bitcoin, with more than 80% believing they will eventually recover to their summer 2025 high levels.
However, despite this optimistic consensus, concerns remain, particularly regarding external pressures such as regulations and media criticism, which are perceived as threats to the stability of Bitcoin treasuries. Confidence nevertheless remains strong in companies' internal management, suggesting that bitcoin buy-and-hold strategies should endure, regardless of external turbulence.
With Bitcoin wallets expanding, public companies could redefine global financial rules. As bitcoin soars, it becomes an essential strategic asset, triggering growing expectations and shaking up traditional economic models. The future therefore looks promising.
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