Bernstein Bitcoin Purchase: Can the $330 Billion Plan Help Boost BTC's Price

The spotlight on corporate Bitcoin acquisition is intensifying after global asset manager Bernstein released a bold projection: companies are expected to spend $330 billion on Bitcoin purchases for their treasury reserves by the end of 2029. 

This massive potential influx—driven mainly by smaller, cash-rich firms—could have a major impact on Bitcoin (BTC) price performance, particularly if influential players like Strategy (formerly MicroStrategy) continue leading the charge.

With U.S. regulatory sentiment becoming more favorable and institutional investors increasingly exploring Bitcoin as a strategic asset, the Bernstein Bitcoin Purchase forecast could mark a turning point for broader US crypto adoption and long-term BTC valuation.

$330 Billion Corporate Bitcoin Allocation: The Bernstein Forecast

In a recent research note, Bernstein analysts predicted that public and private companies could collectively channel around $330 billion into Bitcoin over the next five years. 

Notably, around $205 billion is expected to come from public firms, while Strategy alone could contribute nearly $124 billion more.

Led by analyst Gautam Chhugani, the report highlights that smaller companies with low-growth potential and strong cash reserves are most likely to follow the Strategy blueprint. 

With few organic growth paths, Bitcoin offers these companies an alternative for value creation and hedging against inflation.

“Small companies with low growth – high cash have better market fit with the MSTR Bitcoin playbook,” the analysts wrote.

Read also: Is Bitcoin Bearish Again? Looking at the Impact of the China-US Tariff Talk

Strategy's Ongoing Role: $124 Billion More in Bitcoin?

Strategy (formerly MicroStrategy), under the leadership of Michael Saylor, remains the trailblazer in corporate Bitcoin accumulation. The firm currently holds over 555,450 BTC and shows no signs of slowing down.

According to Bernstein, Strategy is expected to inject an additional $124 billion into BTC over the next few years. 

This projection stems from the company's recent decision to increase its capital raise plan to $84 billion by 2027, doubling its initial 2024 target of $42 billion.

Having already fulfilled 32% of its initial target in just six months, Strategy’s rapid capital deployment is being viewed as both aggressive and strategic—demonstrating the firm’s unwavering confidence in Bitcoin’s long-term value proposition.

Small Companies Leading Bitcoin Accumulation

While large tech giants remain hesitant, many small-cap and mid-sized companies have begun accumulating BTC or expressing intent to adopt a Bitcoin treasury model.

Examples include:

• Metaplanet (Tokyo Exchange)
  
   
• Semler Scientific
  
   
• KULR Technologies
  
   
• Rumble and GameStop (yet to start accumulation)
   

These firms are turning to Bitcoin as a hedge against inflation and a bold path to unlock shareholder value. 

According to Bernstein, such moves are not only feasible but could become increasingly common, especially if current BTC holders experience long-term appreciation.

What About the Tech Giants?

While companies like Tesla, Block (formerly Square), and Coinbase have BTC on their balance sheets, the biggest corporations—Apple, Microsoft, Meta, Amazon, and Nvidia—have yet to follow suit.

However, change may be on the horizon. Shareholders in Meta and Amazon are scheduled to vote on Bitcoin treasury proposals later this May. 

While boards have advised against adoption, the growing frequency of such initiatives reflects increasing investor interest in Bitcoin as a reserve asset.

Though previous attempts, like the one at Microsoft (backed by Michael Saylor himself), were unsuccessful, continued pressure from shareholders may eventually push tech giants toward BTC exposure.

Read also: Bitcoin Dominance This Week: Sign for Market Price Movement

Potential Impact on Bitcoin Price

Should Bernstein's $330 billion Bitcoin purchase forecast materialize, the implications for BTC price could be substantial. 

With the current supply of Bitcoin capped at 21 million, and public companies already holding over 720,000 BTC, increasing institutional demand will likely create upward pressure on price.

Moreover, this wave of adoption could:

• Cement Bitcoin’s role as a corporate reserve asset
  
   
• Drive volatility in the short term, but long-term price appreciation
  
   
• Boost US crypto legitimacy and adoption globally

As institutional allocation scales and market narratives mature, Bitcoin could enter a new phase of mainstream financial integration.

FAQ

What is the Bernstein Bitcoin Purchase projection?

Bernstein forecasts that public and private companies could allocate $330 billion to Bitcoin for their corporate treasuries by 2029, with Strategy alone contributing up to $124 billion.

How much Bitcoin does Strategy currently own?

As of May 2025, Strategy (formerly MicroStrategy) owns over 555,450 BTC, making it the largest public holder of Bitcoin globally.

Why are small companies leading in Bitcoin accumulation?

Smaller firms with high cash reserves and low organic growth opportunities see Bitcoin as a path to value creation, inspired by Strategy’s success.

Could this $330B investment boost BTC price?

Yes. Increased demand from corporations could significantly affect BTC price, especially given Bitcoin’s limited supply. This institutional demand may drive long-term appreciation.

Are major tech firms investing in Bitcoin?

Not yet in a significant way. However, Meta and Amazon shareholders will vote this May on proposals to adopt Bitcoin for treasury use, indicating growing interest.