Companies Plan Bigger Bitcoin Treasury in 2026

Ben Graham · 13 horas atrás

Companies holding Bitcoin on their balance sheets are gearing up for significant growth in 2026. The poll of investors, analysts, and corporate decision-makers shows strong optimism that public companies will increase their Bitcoin treasury next year, building on the momentum from 2025. A Bitcoin treasury means a company keeps part of its cash in Bitcoin, the same way it might hold dollars, bonds, or gold. Firms do this to protect purchasing power when inflation or currency risk eats into cash.

The survey shows investors expect these corporate Bitcoin balances to rise in 2026. Companies buy in size and hold for years, not weeks. More long-term holders mean fewer coins sloshing around on exchanges.

(Source: Bitcoin Treasuries)

Institutions Feel Comfortable Adding Bitcoin Now, Adding To Their Treasury

Early adopters like Strategy (formerly MicroStrategy) have demonstrated the model’s viability: the company, led by Executive Chairman Michael Saylor, has continued aggressive accumulation and now holds over 673,000 BTC (with recent purchases pushing totals even higher in early 2026), serving as the leading example that reassures other CFOs.

ETFs also changed the mood. Spot Bitcoin ETFs from BlackRock and Fidelity pulled in billions in fresh money. For companies, that signals Bitcoin has entered the mainstream financial system.

Advanced custody solutions from providers like Coinbase Prime and BitGo, offering robust auditing, insurance, and accounting tools, have also reduced perceived risks, making corporate Bitcoin holdings feel far more secure than in the past.

As of late 2025, over 170–190 publicly traded firms held Bitcoin, collectively controlling roughly 5% ofthe circulating supply, with expectations for further expansion in 2026 amid maturing treasury models and potential new entrants.

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Could Bigger Corporate Treasuries Affect Bitcoin’s Price?

Yes, and potentially in a supportive way. Corporate treasury purchases often involve locking away large amounts of BTC in cold storage or secure custody, permanently reducing the available supply on exchanges. This tightening of the liquid supply makes sharp downward moves harder to trigger, as fewer coins are available for immediate sale during volatility.

Over time, this dynamic shifts Bitcoin’s market behaviour: It transitions from a purely speculative asset toward a more stable, balance-sheet-class asset similar to gold or other reserves. The result is greater institutional patience, reduced panic selling, and a healthier overall market structure driven by long-term holding rather than short-term speculation.

Combined with ongoing ETF inflows and structural demand, this trend bolsters the case for sustained adoption and price resilience.

EXPLORE: Bitcoin Rally Triggers $700 Million in Crypto Liquidations

Bitcoin Price Analysis: Volatility Strikes Back as BTC Surges to $97K, Crushes Shorts, and Stabilises at $95K

Bitcoin has shown strong momentum in early 2026, recently swinging up to around $97,000, marking a fresh high for the year, which triggered heavy short liquidations (over $700 million in shorts across crypto, with Bitcoin alone seeing hundreds of millions wiped out as bears got squeezed). The rally liquidated positions betting against BTC, providing fuel for the upside move amid positive funding rates and institutional spot inflows.

After hitting that peak, BTC has pulled back slightly but is now holding steady near $95,775, consolidating just above the $95K resistance in a healthy uptrend. Technical indicators remain bullish.

The price sits above key EMAs (like the 20-day), RSI is in neutral-bullish territory, and volume supports ongoing accumulation. If $97K breaks decisively, targets could extend toward $100K–$105K short-term, driven by ETF demand and reduced liquid supply.

$BTC got rejected from the 50W EMA level.

It's now coming down and still holding above the $95,000 level.

As long as Bitcoin holds above the $93,500-$94,000 zone, the next big move will be to the upside. pic.twitter.com/iyz6Gweett

— Ted (@TedPillows) January 16, 2026

A drop below $95K might test lower supports around $90K, but the overall structure favors continuation higher ahead of the weekend, with macro factors like potential Fed policy and institutional flows in focus. This resilience aligns well with the growing corporate treasury trend, where locked-up supply continues to underpin the market.

DISCOVER:

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