Continuous Growth of Cryptocurrency Corporations in Corporate Asset Management
A new report from 'MicroStrategist|BitcoinPower.Law' reveals a growing global trend of businesses actively accumulating Bitcoin for reserve purposes. MicroStrategy leads clearly, owning over 582,000 BTC, representing approximately 2.771% of Bitcoin's total supply. Smaller and more agile businesses are rapidly expanding their Bitcoin holdings, creating a significant transformation in the corporate cryptocurrency landscape.
MicroStrategy's Advantage: A Double-Edged Sword
MicroStrategy continues to dominate the corporate Bitcoin storage market, with holdings significantly larger than other investors. Their holdings represent 2.771% of Bitcoin's total supply, far exceeding competitors like Marathon Digital Holdings, which owns 49,000 BTC, representing 0.234%. However, this leadership comes with large market expectations, based on their ability to expand Bitcoin reserves depending on increasingly limited capital raising through bonds. This creates risks and opportunities throughout.
Bitcoin Market Trend: What Do the Numbers Say?
The current Bitcoin price is maintaining above the resistance level of the long-term power law model, indicating strong growth momentum. According to predictions from this model, the medium average price expected by 2030 will reach around 336,000 USD, and by 2035, it may touch over 998,000 USD. In the past 12 months, Bitcoin price has increased by over 61.3%, and in the last 30 days, it has increased by an additional 3.4% to reach nearly 107,036 USD. This suggests continued breakthrough potential in a context of stabilizing global M2 liquidation.
Flexible Businesses: Rapid Bitcoin Purchasing Trend
Reports indicate that small businesses are also a new factor in the Bitcoin storage cycle. They have a fast "stacking" speed, demonstrated by increasing Bitcoin ownership and continuously rising stock prices. Some notable names include:
- Semler Scientific: owns 3,808 BTC, acquired over 1,424 BTC in 2025, with strong price increase potential if legal issues related to their QuantaFlo device are thoroughly resolved.
- ALTBG: holds around 620 BTC, valued over 66.1 million USD, preparing for larger Bitcoin storage waves.
- MetaPlanet: owns 8,888 BTC, valued over 947.5 million USD, needs caution due to signs of being overvalued compared to reality.
- Smarter Web (SWC): stores approximately 10.6 BTC, valued near 1.13 million USD, standing out with daily profit rates up to 9.6%.
Identifying Risks in the Cryptocurrency Market
Analyses warn that companies with high Net Asset Value (mNAV) indices and extended order exit times (DTC) may be overly inflated. When these businesses slow their Bitcoin storage speed, their stocks could drop significantly. Cautious investment is necessary to avoid risks from overvaluation and crowd psychology in hype cycles.
Smart Strategies to Optimize Bitcoin Storage Opportunities
Investors should focus on companies with reasonable Bitcoin growth, combined with indices like mNAV, DTC, and fair valuation charts. Avoid most macro price expansions at hype peaks to minimize risks. Choosing businesses capable of maintaining sustainable storage speed is the key to success in this phase of the corporate cryptocurrency market.
