Source: Yellow
Original Title: 49 companies now hold more than 1,000 Bitcoin as corporate adoption more than doubles
Original Link:
Companies holding at least 1,000 Bitcoin more than doubled to 49 firms by the end of 2025, up from 22 at the end of 2024, according to the 2026 Look Ahead report by Fidelity Digital Assets.
These 49 companies now collectively control nearly 5% of the total supply of 21 million Bitcoin, and strategic investors hold approximately 80% of all corporate Bitcoin reserves.
The increase occurred despite Bitcoin ending 2025 “practically flat” after strong rallies and multiple all-time highs throughout the year.
What happened
Fidelity’s research team identified three categories of companies with Bitcoin treasury holdings: Native (18 firms), Strategic (12 firms), and Traditional (19 firms).
Strategic companies, which adopted treasury strategies focused specifically on accumulating Bitcoin, hold an average of 12,346 BTC each.
This significantly surpasses native companies, with an average of 7,935 BTC, and traditional firms, with an average of 4,326 BTC.
“It’s likely that strategic companies will continue building Bitcoin reserves, while more traditional companies will make the leap into Bitcoin,” the report noted.
Findings indicate that traditional corporations outside the crypto ecosystem are increasingly allocating treasury funds to Bitcoin as a reserve asset.
Why it matters
Fidelity researchers predict that 2026 will be “the year token holder rights become mainstream,” as protocols implement more revenue-sharing mechanisms such as buybacks.
The report also highlights potential changes in Bitcoin mining economics, as competition for energy infrastructure intensifies from artificial intelligence data centers.
Some tech companies signed multimillion-dollar leasing and cloud service contracts with mining operators, while other infrastructure providers announced similar deals.
“In 2026, we might see the hash rate stabilize as large miners halt expansion and possibly reduce operations in favor of more profitable AI hosting revenues,” said Fidelity analyst Zack Wainwright.
The correlation of Bitcoin with the growth of the global M2 money supply suggests a potential bullish outlook if monetary easing accelerates in 2026, although macroeconomic headwinds, including persistent inflation and geopolitical tensions, remain significant risks.
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49 companies now hold more than 1,000 Bitcoin as corporate adoption more than doubles
Source: Yellow Original Title: 49 companies now hold more than 1,000 Bitcoin as corporate adoption more than doubles
Original Link: Companies holding at least 1,000 Bitcoin more than doubled to 49 firms by the end of 2025, up from 22 at the end of 2024, according to the 2026 Look Ahead report by Fidelity Digital Assets.
These 49 companies now collectively control nearly 5% of the total supply of 21 million Bitcoin, and strategic investors hold approximately 80% of all corporate Bitcoin reserves.
The increase occurred despite Bitcoin ending 2025 “practically flat” after strong rallies and multiple all-time highs throughout the year.
What happened
Fidelity’s research team identified three categories of companies with Bitcoin treasury holdings: Native (18 firms), Strategic (12 firms), and Traditional (19 firms).
Strategic companies, which adopted treasury strategies focused specifically on accumulating Bitcoin, hold an average of 12,346 BTC each.
This significantly surpasses native companies, with an average of 7,935 BTC, and traditional firms, with an average of 4,326 BTC.
“It’s likely that strategic companies will continue building Bitcoin reserves, while more traditional companies will make the leap into Bitcoin,” the report noted.
Findings indicate that traditional corporations outside the crypto ecosystem are increasingly allocating treasury funds to Bitcoin as a reserve asset.
Why it matters
Fidelity researchers predict that 2026 will be “the year token holder rights become mainstream,” as protocols implement more revenue-sharing mechanisms such as buybacks.
The report also highlights potential changes in Bitcoin mining economics, as competition for energy infrastructure intensifies from artificial intelligence data centers.
Some tech companies signed multimillion-dollar leasing and cloud service contracts with mining operators, while other infrastructure providers announced similar deals.
“In 2026, we might see the hash rate stabilize as large miners halt expansion and possibly reduce operations in favor of more profitable AI hosting revenues,” said Fidelity analyst Zack Wainwright.
The correlation of Bitcoin with the growth of the global M2 money supply suggests a potential bullish outlook if monetary easing accelerates in 2026, although macroeconomic headwinds, including persistent inflation and geopolitical tensions, remain significant risks.