By 2030, 25% of S&P 500 Companies May Hold Bitcoin, Says Architect Partners

Bitcoin on the Books: 25% of S&P 500 Firms May Hold BTC by 2030, Analyst Predicts

The days of bitcoin as a fringe investment may be numbered. By 2030, holding BTC on the balance sheet could become a norm for America’s corporate giants.

That’s the forecast from Elliot Chun, partner at Architect Partners, who believes that as many as one in four S&P 500 companies will treat bitcoin as a long-term treasury asset by the end of the decade.

“Different firms may approach it in different ways,” Chun noted, “but the destination is the same: BTC becomes part of the corporate playbook.”

The movement gained momentum back in 2020 when Strategy (formerly MicroStrategy) made headlines for being the first public company to add bitcoin to its treasury reserves. Then-CEO Michael Saylor framed the move as a bold hedge against inflation and a way to stand out in an increasingly digital economy.

The strategy paid off. Since its pivot to bitcoin, Strategy’s stock has skyrocketed over 2,000%, outperforming both the S&P 500 and even bitcoin itself over that timeframe.

Now, other companies are following suit. GameStop recently announced a $1.3 billion convertible note raise to fund bitcoin purchases. Though the stock popped on the news, it later saw a correction, ending the week down nearly 15%.

According to Chun, the mindset in corporate finance is shifting. “Ignoring bitcoin may soon be viewed as the riskier move,” he said. “Doing nothing is no longer safe.”

Data from BitcoinTreasuries.net shows that public companies now hold over 665,000 BTC, roughly 3.17% of the total circulating supply. Strategy alone holds 506,137 BTC, maintaining a dominant position in the corporate crypto space.

If Chun’s projection holds, the next five years could see bitcoin become as common in boardrooms as it is on trading charts.