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More than 60 Companies are Following MicroStrategy’s Bitcoin Playbook

2 mins
Updated by Mohammad Shahid
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In Brief

  • At least 61 companies have joined the trend of corporate Bitcoin acquisition, following MicroStrategy's early move, driven by steady BTC gains.
  • Despite Bitcoin's growth, corporate BTC acquisitions pose risks of triggering market collapse if companies are forced to sell.
  • The rise of corporate BTC holdings may lead to "de-decentralization," impacting DeFi and the limited supply of 21 million BTC.
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According to a new report, corporate Bitcoin acquisition is a growing trend, with 61 or more different companies purchasing the cryptoasset. Bitcoin’s steady gains are making this strategy seem very attractive.

Still, there are inherent dangers to both these companies and Web3. Many firms are pivoting from their old models to a BTC-first strategy, but selling these assets could trigger outright collapse.

Are Corporate Bitcoin Acquisitions Bullish?

Now that Bitcoin has been growing consistently, corporate acquisitions are taking hold across the globe. MicroStrategy led the charge years ago, but firms on all continents are pivoting to BTC and making major commitments. Fortune claims that at least 61 different companies have joined this trend, revealing the depth of its recent success:

“The world at large has no idea what’s happening, and they’re in for a big shock. This is a one-way train, nothing is going to stop this,” claimed Dylan LeClair, Director of Bitcoin Strategy at Metaplanet. Metaplanet is a major representative of this international movement.

Still, this trend of corporate Bitcoin acquisition could have serious downsides. Sure, the price of BTC is rising, and it may reach another all-time high soon. Additionally, it’s been displaying less volatility than usual over the last few months. To be clear, these are all very good signs.

Nonetheless, it’s important to remember that most of these companies are not Web3-native. The crypto industry is prone to wild fluctuations and cyclical crashes, but savvy investors can mitigate these risks.

Many of these new Bitcoin buyers are pivoting away from a failing business model without knowing about crypto’s own pitfalls.

As MicroStrategy has clearly demonstrated, companies that make these Bitcoin acquisitions can’t necessarily dispose of them. If these standard-bearers of confidence in BTC start to sell, it could trigger a run on the market.

Can all 61 of these companies plan on holding their Bitcoin forever? Could future market turmoil force liquidations and wipe them out?

“if you think BTC is the permanent HODL…. answer, what’s the playbook for Bitcoin treasuries right now? It feels like more struggling, publicly listed companies are rushing onto the BTC treasury bandwagon. How will it play out? What will be the trigger to sell?” wrote DeFi entrepreneur Ignas.

Additionally, these trends of corporate Bitcoin acquisition are furthering fears of “de-decentralization.” ETF issuers already own more BTC than Satoshi, and they’re buying more on a daily basis.

If private corporations keep buying Bitcoin and holding it, it could disrupt a pillar of the DeFi economy. After all, there’s a limited supply of 21 million BTC.

That isn’t to say that this pattern of Bitcoin acquisition is a bad thing. In all likelihood, it’s at least partially responsible for low volatility and consistent gains in the last few months.

This remarkable trend could be a huge opportunity for crypto, but it’s not an unambiguous good. The community should be ready for anything.

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Landon Manning
Landon Manning is a Journalist at BeInCrypto, covering a wide range of topics, including international regulation, blockchain technology, market analysis, and Bitcoin. Previously, Landon spent six years as a writer with Bitcoin Magazine and co-authored a Bitcoin maximalist newsletter with 30,000 subscribers. Landon holds a Bachelor of Arts in Philosophy from Sewanee: The University of the South.
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