Companies holding Bitcoin on their balance sheets are gearing up for significant growth in 2026. The poll of investors, analysts, and corporate decision-makers shows strong optimism that public companies will increase their Bitcoin treasury next year, building on the momentum from 2025. A Bitcoin treasury means a company keeps part of its cash in Bitcoin, the same way it might hold dollars, bonds, or gold. Firms do this to protect purchasing power when inflation or currency risk eats into cash.
The survey shows investors expect these corporate Bitcoin balances to rise in 2026. Companies buy in size and hold for years, not weeks. More long-term holders mean fewer coins sloshing around on exchanges.
(Source: Bitcoin Treasuries)
Early adopters like Strategy (formerly MicroStrategy) have demonstrated the model’s viability: the company, led by Executive Chairman Michael Saylor, has continued aggressive accumulation and now holds over 673,000 BTC (with recent purchases pushing totals even higher in early 2026), serving as the leading example that reassures other CFOs.
ETFs also changed the mood. Spot Bitcoin ETFs from BlackRock and Fidelity pulled in billions in fresh money. For companies, that signals Bitcoin has entered the mainstream financial system.
Advanced custody solutions from providers like Coinbase Prime and BitGo, offering robust auditing, insurance, and accounting tools, have also reduced perceived risks, making corporate Bitcoin holdings feel far more secure than in the past.
As of late 2025, over 170–190 publicly traded firms held Bitcoin, collectively controlling roughly 5% ofthe circulating supply, with expectations for further expansion in 2026 amid maturing treasury models and potential new entrants.
DISCOVER: 20+ Next Crypto to Explode in 2026
Yes, and potentially in a supportive way. Corporate treasury purchases often involve locking away large amounts of BTC in cold storage or secure custody, permanently reducing the available supply on exchanges. This tightening of the liquid supply makes sharp downward moves harder to trigger, as fewer coins are available for immediate sale during volatility.
Over time, this dynamic shifts Bitcoin’s market behaviour: It transitions from a purely speculative asset toward a more stable, balance-sheet-class asset similar to gold or other reserves. The result is greater institutional patience, reduced panic selling, and a healthier overall market structure driven by long-term holding rather than short-term speculation.
