A recent report from Bitcoin infrastructure company River forecasts that approximately 10% of U.S. corporations will convert 1.5% of their cash reserves, totaling an estimated $10.35 billion, into Bitcoin within the next 18 months. The report highlights the limitations of traditional corporate treasury strategies, which often rely on holding cash or short-term equivalents—assets that frequently fail to outpace inflation, resulting in the gradual erosion of reserves’ value.
Since 2020, companies allocating 3% of their reserves to Bitcoin have demonstrated a stronger capacity to mitigate inflationary pressures. The report further underscores the case of MicroStrategy, whose CEO Michael Saylor has seen the company’s market value soar by over 1,000%, significantly outperforming Warren Buffett’s Berkshire Hathaway, which grew by 104.75% during the same period.
Saylor views Bitcoin as a corporate “economic immortality” asset, a stark contrast to Buffett’s steadfast refusal to incorporate the cryptocurrency into his investment portfolio. While Saylor’s strategy appears to signal a shift in how companies might safeguard value in an inflationary environment, Buffett’s more conservative approach raises questions about the long-term viability of Bitcoin as a primary corporate reserve asset.