Bitcoin treasury companies will hold 'way more' than Bitcoiners expect: Exec

Jesse Myers, Moon Inc.’s head of Bitcoin strategy, predicts a significant increase in corporate Bitcoin holdings by 2045. He anticipates Bitcoin Treasury Companies will control 50% of all Bitcoin, a figure exceeding most Bitcoin holders’ expectations. Myers specifically forecasts Michael Saylor’s Strategy will own $70 trillion worth of Bitcoin by 2045, potentially making it the world’s most valuable company. Currently, Strategy holds 576,320 Bitcoin, valued at approximately $62.24 billion.

Myers’ prediction is based on the vast global asset value—approximately $1,000 trillion—with Bitcoin currently representing only 0.2%. He argues that as capital seeks optimal store-of-value assets, Bitcoin will attract substantial inflows. This shift, he claims, is already underway, with capital moving away from fiat assets (bonds and money) towards hard money assets like Bitcoin and gold.

Myers highlights the approximately $318 trillion in bonds seeking alternative investments, much of which is locked in institutional vehicles with stringent mandates. He believes Bitcoin Treasury Companies will be key players in acquiring Bitcoin over the coming decades, deploying significant capital into the cryptocurrency.

While Strategy has been accumulating Bitcoin since 2020, other treasury companies are emerging. Twenty One Capital, launched in April 2024, aims to provide efficient Bitcoin exposure to investors and is backed by prominent firms like Tether, SoftBank, and Cantor Fitzgerald.

Currently, publicly traded and private companies, ETFs, and nation-states collectively hold 3.23 million Bitcoin, valued at approximately $348.25 billion. Myers’ projection represents a dramatic increase, suggesting a significant reallocation of capital towards Bitcoin in the coming decades. This prediction underscores the growing institutional interest in Bitcoin as a store of value and its potential to become a dominant asset within the global financial landscape.