Bitcoin has hundreds of billions of new purchases, the next stop is the "enterprise bull market"

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ODAILY
2 days ago
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Original Author: Luke

Original Source: MarsBit

In the spring of 2025, the global financial market is quietly brewing a revolution. Bitcoin, once ridiculed as a "geek fantasy," now proudly takes center stage in corporate board strategies. From Wall Street financial giants to Silicon Valley tech pioneers, from Tokyo's investment stars to British football clubs, listed companies and institutions are incorporating Bitcoin into their balance sheets at an astonishing speed. This is not a speculative frenzy, but a carefully considered bet on value storage, brand reinvention, and the future of finance.

I. United States: Bitcoin's "Wall Street Moment"

The United States, as the beacon of global finance and technology, is the pioneer of corporate Bitcoin investment. From April to May 2025, listed companies embraced Bitcoin with stunning scale and speed, driven by both wariness of inflation and a desire for brand innovation.

1. MicroStrategy: Standard-Bearer of Digital Gold

MicroStrategy, a business intelligence software company founded in 1989, is no longer a traditional tech enterprise. Under the leadership of founder Michael Saylor, it has transformed into the world's largest "Bitcoin investment company". In April 2025, MicroStrategy's move was nothing short of epic: the company purchased 25,370 Bitcoins in three batches, totaling approximately $2.2616 billion (April 7-13: 3,459 Bitcoins, $285.8 million; April 14-20: 6,556 Bitcoins, $555.8 million; April 21-27: 15,355 Bitcoins, $1.42 billion). By the end of April, its holdings reached 553,555 Bitcoins, with a cost of about $37.9 billion. Even more stunning was the record $21 billion ordinary share At-The-Market (ATM) issuance, adding 301,335 Bitcoins, effectively reshaping the company's asset landscape.

Saylor's logic is simple yet radical: long-term US dollar depreciation makes cash reserves melt like snow, while Bitcoin's fixed supply (21 million coins) makes it "cyber gold". He not only bet the company's fate on this but also became a Bitcoin evangelist on social media, attracting global attention. Lesser-known is that MicroStrategy's success benefited from an invisible catalyst: in 2023, the US Financial Accounting Standards Board allowed companies to measure Bitcoin at fair value, greatly reducing accounting complexity. This policy dividend was like opening Pandora's box, encouraging more companies to follow suit.

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6. SBC Medical Group: A Small and Beautiful Experimental Field

SBC Medical Group, a small medical company focusing on beauty and health services, will be listed on NASDAQ in 2024 with a market value of less than $100 million. On April 14, 2025, it purchased 5 Bitcoins for $400,000, stating that this move is a strategy to "diversify assets and maintain value". Despite its small scale, this action reflects the spread of Bitcoin investment: even marginal players are beginning to test the waters of digital gold.

SBC's motivation may come from the executives' crypto belief or shareholder pressure. Although its attempt is not prominent, it is like a seed, suggesting that Bitcoin may take root in more small and medium-sized enterprises. This trickle effect may have more long-term significance than the bold bets of giants.

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For us, this is a window to peek into the future. Will Bitcoin become the "cybernetic safe" for enterprises, or another tulip mania? The answer may be hidden in the next financial report, the next board meeting, or the next market wave. Regardless of the outcome, this revolution has already rewritten the rules of finance.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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