
Bernstein analysts project that public companies worldwide could allocate up to $205 billion to Bitcoin treasuries between 2025 and 2029, with some estimates suggesting corporate treasury inflows could reach $330 billion by 2029. This forecast reflects growing corporate interest in Bitcoin as a strategic asset. Separately, a $1.7 trillion Morgan Stanley report states that Bitcoin has a sufficient market capitalization to be considered a U.S. government reserve asset, suggesting a potential allocation of $370 billion. In related developments, a Taiwanese congressman, Ju-Chun Ko, has urged the national central bank to establish a strategic Bitcoin reserve, noting Taiwan's $580 billion in reserves. These developments underscore a growing institutional and governmental recognition of Bitcoin's role in financial reserves and strategy.














Something big just happened—and most missed it. Morgan Stanley says Bitcoin is now large enough to qualify as a strategic reserve asset. But the real story isn’t the report—it’s the game theory it reveals. Is the U.S. uniquely incentivized to see Bitcoin win? Let’s unpack 🧵 https://t.co/8sLIwVhBs5
JUST IN: TAIWAN CONGRESSMAN JU-CHUN KO URGES NATIONAL CENTRAL BANK TO ESTABLISH A STRATEGIC #BITCOIN RESERVE THEY HAVE $580 BILLION IN RESERVES. HUGE 🔥 https://t.co/NYW8TmWFKl
STRATEGIC BITCOIN RESERVE 🇺🇸 https://t.co/MGJ0nLTpN4