Public Companies Expanding Bitcoin Portfolios

While companies strengthen their presence in the crypto sector, a recent survey reveals the rise of Bitcoin treasuries. Investors anticipate spectacular growth in public companies’ Bitcoin portfolios in 2026, marking a turning point for traditional financial strategies. This development could transform corporate 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.

Significant Growth in Bitcoin Treasuries

The recent survey on Bitcoin treasuries, conducted by bitcointreasuries.net, reveals impressive projections regarding the holdings of companies with Bitcoin treasuries.

Here are the main findings of the study :

• 1.7 million bitcoin : approximately one-third of respondents believe this figure will be reached by the end of 2026, marking a significant expansion of companies’ Bitcoin holdings ;

• 2.2 million bitcoin : nearly 31 % of surveyed investors expect public companies to hold this amount of bitcoin by the end of this year, with strong confidence in crypto adoption growth.

Regarding specific companies, the forecasts are also very positive :

• Strategy : nearly 90 % of investors believe this company will significantly increase its bitcoin portfolio, with forecasts nearing 1 million bitcoin ;

• Metaplanet : the Japanese company is expected to exceed its goal of 100,000 bitcoins by December 2026, with strong projections for its long-term objectives.

These figures reflect increased confidence in the rise of Bitcoin treasuries and in the willingness of public companies to strengthen their crypto exposure, with a strong probability of continued growth until the end of this year.

The Rise of Digital Credit and New Investment Strategies

The survey also reveals another phenomenon worthy of attention: the rise of digital credit, particularly high-dividend preferred stocks, as an alternative to traditional shares in Bitcoin treasuries.

More than half of the respondents see these financial instruments as a necessary complement to traditional shares, while one in six considers them a superior option. Indeed, investors appear to favor products offering predictable and frequent returns rather than focusing solely on maximum yields, which could shape how companies will structure their investment strategies in the future.

At the same time, investor expectations regarding the stock performance of companies holding bitcoins are also positive. About 69 % of respondents predict a continued increase in stocks of companies holding bitcoins, with over 80 % believing they will eventually regain their high levels seen in summer 2025.

However, despite this optimistic consensus, concerns remain, especially regarding external pressures such as regulations and media criticism, which are perceived as threats to the stability of Bitcoin treasuries. Confidence remains strong in the internal management of companies, suggesting that bitcoin buying and holding strategies should continue regardless of external turbulence.

With expanding Bitcoin portfolios, public companies could redefine global financial rules. As bitcoin soars, it becomes an essential strategic asset, triggering growing expectations and disrupting traditional business models. The future looks promising.