Institutional Interest and Bitcoin’s Bullish Outlook

Bailey, the founder of Bitcoin Magazine and BTC Inc., stated, “This is the first time we’ve seen real institutional buy-ins.” According to him, governments, banks, insurers, corporations, and even pension funds will eventually hold Bitcoin.

“We haven’t even captured 0.01% of the total addressable market (TAM). We’re going so much higher. Dream big,” Bailey added.

He emphasized that earlier institutional involvement was merely marginal bets.

In the last two years, institutional exposure to crypto has accelerated, with Bitcoin ETFs and corporate treasuries pushing total holdings beyond $100 billion.

Possible Risks of a Bear Market

Despite Bailey’s optimism, not all experts agree. CK Zheng of ZX Squared Capital noted that crypto remains highly correlated with the stock market. If equities enter a bear phase, crypto is likely to follow.

Some venture capital firms have also warned that many corporate crypto treasuries may not survive long term, potentially triggering the next bear market.

Meanwhile, the Federal Reserve’s signals toward interest rate cuts and Jerome Powell’s remarks at Jackson Hole have fueled risk appetite, boosting demand for Bitcoin and Ethereum in the short term.

Analysts Present Different Scenarios

Australian analyst Pav Hundal said markets are currently in a risk-on phase, but eventually capital could rotate back into fixed-income assets. In his view, “The path of least resistance is higher for Bitcoin,” though unexpected macro shocks could still derail momentum.

Ryan McMillin of Merkle Tree Capital suggested that the current cycle may peak around Q2 2026, followed by a mild bear market once global liquidity contracts.

However, McMillin also pointed out the possibility of avoiding a bear market altogether, drawing parallels with gold’s performance after the launch of ETFs in the early 2000s, when the asset entered an eight-year uptrend.

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According to a statement from KindlyMD, which is currently undergoing a merger with Nakamoto Holdings, the entire fundraising process was completed in less than 72 hours. Bailey emphasized that the overwhelming demand from investors is a clear sign of confidence in their strategic direction:

“Investor appetite is incredibly strong,” Bailey noted. “Our mission is clear: raise as much capital as possible to accumulate as much Bitcoin as possible.”

The shares in this financing round were priced at $5.00 each, raising KindlyMD’s total capital to approximately $563 million, or $763 million when including convertible notes.

Building a Bitcoin-Focused Treasury Is the Core Strategy

Nakamoto Holdings was established with a direct purpose — to build a Bitcoin reserve. Despite ongoing market fluctuations and mixed sentiment around crypto, the company follows the footsteps of other institutional players adopting BTC as a balance sheet asset.

The newly raised funds will be primarily directed toward purchasing Bitcoin, with a portion also allocated for operational costs and general corporate activities.

This round of financing is expected to close concurrently with the company’s anticipated merger with KindlyMD, which is currently traded on the Nasdaq under the ticker symbol “NAKA”.

Last month, KindlyMD shareholders officially approved the merger. Both firms will file informational disclosures with the SEC, with the merger scheduled for Q3 2025.

Initially announced on May 12, the joint entity plans to leverage a combination of equity, debt, and strategic investments to support a range of Bitcoin-native ventures. The newly formed organization also aims to strengthen its treasury by steadily adding more Bitcoin.

Institutional Bitcoin Adoption on the Rise

Data from BitcoinTreasuries.NET shows that at least 27 companies have added Bitcoin to their treasuries over the past month. This trend suggests that interest in Bitcoin remains robust among public corporations.

Still, not all experts are equally optimistic. Fakhul Miah, from GoMining Institutional, believes that some smaller companies may be adopting Bitcoin not as a well-thought-out strategy but out of necessity, potentially lacking adequate risk protection measures.

Similarly, Standard Chartered has raised caution, warning that if the price of Bitcoin falls below $90,000, nearly half of these firms could face liquidity risk — a scenario that could damage the overall reputation of the crypto industry.

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According to sources close to the matter, the funding consists of $200 million in equity and $100 million in convertible debt. While the initiative hasn’t been officially announced yet, it is reportedly preparing for a reverse merger with a company listed on Nasdaq, paving the way for its public debut in the near future.

On May 7, Bailey responded to the swirling speculation with a brief post on X, simply writing, “No comment.”

Nakamoto to Follow a Bitcoin-Centric Strategy

Nakamoto’s business model draws inspiration from MicroStrategy, which under the leadership of Michael Saylor, became known for holding large amounts of Bitcoin on its balance sheet. However, this new venture aims to take things further by acquiring companies in global markets like Brazil, Thailand, and South Africa—using Bitcoin as part of its financial core.

The project is reportedly backed by well-known investors and guided by a team of seasoned advisors from both the crypto and traditional finance worlds.

A New Wave of Institutional BTC Vehicles

Bailey’s move reflects the broader resurgence of institutional interest in Bitcoin. Just weeks earlier, Twenty One Capital, founded by Strike’s Jack Mallers and backed by Tether, SoftBank, and Cantor Fitzgerald, made headlines with its ambition to rival MicroStrategy as the leading vehicle for capital-efficient Bitcoin exposure.

Meanwhile, on May 7, Strive Asset Management, founded by former U.S. presidential candidate Vivek Ramaswamy, unveiled its plan to restructure into a Bitcoin treasury firm. It is set to raise approximately $1 billion via stock and debt issuance, with the sole aim of accumulating BTC.

Bitcoin-Focused Firms on the Rise

Industry observers point to the rapid growth in the number of BTC-centric public companies as a clear sign of shifting sentiment. These firms are not just investing in crypto—they are redefining their entire corporate identity around Bitcoin.

The acceleration of this trend suggests that institutional Bitcoin adoption is entering a new and more aggressive phase, with a growing number of firms reshaping their strategies to align with the digital asset revolution.

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