TLDR;
- By 2045, corporations are projected to hold 50% of all Bitcoin.
- Bitcoin Treasury Companies like Strategy and Metaplanet are leading this shift.
- An estimated $318 trillion in bonds may gradually flow into Bitcoin as investors seek higher returns and inflation-resistant assets.
- Institutional adoption is accelerating, with expectations that 20% of BTC will be held by institutions by the end of 2026.
In a bold forecast, Jess Myers, an analyst at 1723.HK “Moon Inc.” , has predicted that corporations will hold 50% of all Bitcoin in circulation by the year 2045, marking a monumental shift in the ownership structure of the world’s most prominent digital asset. According to Myers, this projection stems from the broader trend of capital reallocating from traditional fiat-based instruments into hard assets, with BTC emerging as the primary beneficiary.
The Rise of Bitcoin Treasury Companies
At the heart of this shift is the emergence of so-called Bitcoin Treasury Companies. Myers highlighted firms like Strategy and its outspoken Bitcoin advocate Michael Saylor as pioneering examples. These companies leverage public markets and yield-generating financial products to attract capital, which is then used to accumulate Bitcoin.
Strategy will own $70T of #Bitcoin in 20 years, making it by far the most valuable company in the history of the world.
Bitcoin Treasury Companies will hold 50% of all BTC, way more than most Bitcoiners are prepared for.
THREAD on why… and a personal announcement 🌙😄 pic.twitter.com/8vir8L3qD4
— Jesse Myers (Croesus 🔴) (@Croesus_BTC) May 22, 2025
Strategy leads Institutions
This long-term forecast builds on shorter-term projections already surfacing in the industry. Just this week, Bitwise Asset Management reported that institutional investors are on track to hold 20% of the total BTC supply by the end of 2026. That translates to more than 4.2 million BTC, fueled by a combined $420 billion in projected institutional inflows between 2025 and 2026.
Public companies using Bitcoin as a treasury asset are becoming a key source of steady demand, Bitwise analysts noted, with over 1 million BTC expected to be accumulated within the next 18 months under this new paradigm.
This alignment of short- and long-term projections paints a compelling picture: Bitcoin’s ownership is rapidly shifting from individuals and early adopters to large-scale financial entities.
From Fiat to BTC
Notably, the underlying force driving this transformation is the ongoing erosion of trust in fiat currencies and low-yield debt instruments. Myers pointed to the estimated $318 trillion locked in bonds, much of it tied to mandates requiring fixed income, as capital increasingly seeking “greener pastures.”
Michael Saylor’s own efforts reflect this evolution. Strategy has retooled its business model to act as a “capital pump,” converting incoming funds into Bitcoin through yield-based instruments like $STRK and $STRF. These products, Myers claims, allow the company to offer 8–10% returns while building massive Bitcoin reserves.
A Divisive Future
While some in the Bitcoin community embrace institutional adoption as validation, others worry that corporate accumulation could centralize control and dilute the asset’s decentralized ethos.
“Are we ready for companies like Strategy to hold 5 million BTC?” Myers asked, noting that such consolidation could make Bitcoin’s ecosystem look more like traditional finance.
If Myers is right, the next two decades will see Bitcoin evolve from a grassroots digital experiment into a core pillar of global corporate finance, a journey that may redefine who truly owns the future of money.
