Bitcoin Holdings by Public Firms Up 120% in 2025

Blockware, the research arm of Blockware Solutions, reported a 120% rise in the number of publicly listed companies holding BTC in 2025 alone. Many of these firms are either new market entrants or struggling businesses looking for alternative value storage methods.

The firm explains that companies with stagnating growth find it easier to commit retained earnings to Bitcoin, targeting compound annual growth rates of 40–60% without bearing traditional operational risks.

You Might Be Interested In: Sonic SVM Research: Can New Stablecoins Shake Up the Old Order?

Data from BitcoinTreasuries.net shows that MicroStrategy leads the space with 597,325 BTC, holding nearly 12 times more than the second-largest holder, mining firm MARA Holdings with 50,000 BTC.

Analysts Caution Against Over-Reliance on Bitcoin Treasury Strategy

Despite the rapid expansion, not all experts are optimistic. Glassnode’s lead analyst James Check recently warned that the window for easy gains might be closing. On July 4, he expressed doubts about the long-term viability of the Bitcoin treasury model, saying that many firms might face liquidity challenges if NAV premiums decline.

A recent report by venture capital firm Breed echoed this sentiment, stating that only a handful of companies will survive the upcoming volatility. The report added that these treasury-heavy firms could play a critical role in the next crypto downturn.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post 36 More Public Companies Set to Add Bitcoin by Year-End appeared first on Coin Engineer.

2025 Bear Case: $150,000

In Blockware’s December 28 market report, it suggests Bitcoin’s price could increase by 58% to around $150,000 in a bear case scenario. This outcome might occur if Donald Trump does not implement the Strategic Bitcoin Reserve plan or if the Fed reverses its course on interest rate cuts.

Additionally, long-term holders—those holding Bitcoin for over 155 days—selling their assets aggressively could trigger this scenario.

2025 Base Case: $225,000

The report forecasts that Bitcoin could reach $225,000 under a base case scenario, where the U.S. government converts its Bitcoin holdings into a Strategic Bitcoin Reserve, the Fed continues its expected rate cuts, and corporate adoption proceeds at its current pace.

2025 Bull Case: $400,000

Blockware outlines a bull case where Bitcoin could soar to $400,000, but three favorable conditions must align:

1. The Fed adopts a more dovish policy stance.
2. Corporate adoption accelerates, with companies like Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, or Tesla adding Bitcoin to their balance sheets.
3. The U.S. government not only converts its Bitcoin holdings into a Strategic Bitcoin Reserve but also accumulates more Bitcoin.

U.S. Bitcoin Reserve Policy Under Debate

During Microsoft’s annual shareholder meeting on December 10, a proposal to add Bitcoin to the company’s balance sheet was rejected, dampening expectations for accelerated corporate adoption.

Meanwhile, Galaxy Digital Research Head Alex Thorn stated that the U.S. government is unlikely to purchase Bitcoin in 2025. Instead, Thorn predicts the government will rely on its existing Bitcoin holdings, while discussions about a Bitcoin reserve policy will continue.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitcoin May Reach $150K or $400K in 2025! appeared first on Coin Engineer.

Short-Term Bitcoin Price Movements

On December 8, Bitcoin saw a last-minute surge but failed to break through the $101,000 resistance, leaving the price trading at $98,613. Analyst CrypNuevo highlights the wick at $92,000, formed during a liquidation cascade on December 5, stating a 96% likelihood that it will be filled. This suggests potential short-term weakness in the market.

CPI Data and Fed Decision Loom Large

This week’s focus in the U.S. will be the release of Consumer Price Index (CPI) data, ahead of the Federal Reserve’s interest rate decision on December 18. Markets are pricing in an 85% probability of a 0.25% rate cut, according to CME Group data. However, rising unemployment and inflation raise concerns about stagflation, complicating the Fed’s path forward.

China announced plans to loosen its fiscal policies starting in 2025, marking the first such shift since 2010. Analysts anticipate that this could inject liquidity into global markets, potentially benefiting crypto assets. However, some experts warn that this liquidity might flow into bonds instead of risk assets like Bitcoin.

Tech giant Microsoft is set to vote this week on whether to add Bitcoin to its balance sheet. MicroStrategy CEO Michael Saylor pitched the idea to Microsoft’s board, emphasizing Bitcoin as the “highest-performing uncorrelated asset.” Meanwhile, rumors suggest that Amazon might also consider creating a Bitcoin treasury, sparking further speculation about corporate Bitcoin adoption.

Bitcoin Faces Consolidation Challenges

Despite recent all-time highs, analysts foresee 110,000 and 120,000 as significant resistance levels in the near term. These levels correspond to key profitability thresholds for Bitcoin investors, making them potential areas for deeper consolidation.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Bitcoin Back to $94K? appeared first on Coin Engineer.