Companies May Spend $330 Billion on Bitcoin Acquisitions in Five Years, Bernstein Projects

By: ethnews|2025/05/06 23:00:04
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Small-cap firms like Metaplanet and Semler adopt Bitcoin as inflation hedge, while Tesla and Block hold smaller balances.Meta and Amazon face shareholder votes on Bitcoin treasury plans, though boards oppose mimicking Strategy’s aggressive accumulation model.Asset manager Bernstein forecasts that corporations could allocate $330 billion to Bitcoin purchases over the next five years, according to a research note published this week. ETHNews analysts predict public companies will account for $205 billion of this total, driven primarily by smaller firms seeking growth through the “Strategy playbook” popularized by Bitcoin-heavy firms.The report highlights Strategy, a company holding over 555,450 BTC, as a template for low-growth businesses with excess cash. Analysts argue these firms lack clear traditional growth avenues and view Bitcoin accumulation as a viable alternative. Gautam Chhugani, leading Bernstein’s research team, cited the U.S. regulatory environment as a key factor enabling corporate Bitcoin adoption.Source: Mathew SigelStrategy itself may account for $124 billion of the projected inflows. The firm recently doubled its capital raise target to $84 billion by 2027, having already secured 32% of its original $42 billion goal within six months. Wall Street analysts describe the plan as ambitious but aligned with Strategy’s rapid accumulation rate.Smaller companies dominate current corporate Bitcoin holdings. Examples include Tokyo-listed Metaplanet, medical firm Semler Scientific, and tech company KULR Technologies. These firms mirror Strategy’s approach, using Bitcoin as a hedge against inflation and a balance sheet asset. Larger entities like Tesla and Block hold Bitcoin but have not fully adopted the aggressive acquisition model.Upcoming shareholder votes at Meta and Amazon will test broader corporate interest. Proposals to add Bitcoin to their treasuries face opposition from boards, mirroring a failed attempt at Microsoft earlier this year. While major tech firms like Apple or Nvidia remain uncommitted, Bernstein suggests persistent advocacy from shareholders could shift strategies long-term.Bernstein’s projections hinge on continued regulatory clarity and Strategy’s ability to maintain momentum. The firm acknowledges replicating Strategy’s first-mover advantage will prove difficult for late entrants. As of May 2025, public companies collectively hold approximately 720,000 BTC, with Strategy controlling over 77% of that total.The post Companies May Spend $330 Billion on Bitcoin Acquisitions in Five Years, Bernstein Projects appeared first on ETHNews.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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