According to a market observation report, it is predicted that by 2030, 25% of the S&P 500 index components will include Bitcoin as a long-term asset on the balance sheet. Since MicroStrategy (now renamed Strategy) first adopted the strategy of using Bitcoin as a reserve asset in August 2020, the company's stock price has increased by over 2,000%, outperforming both the S&P 500 index and Bitcoin.
GameStop, a video game retailer, has announced plans to raise $1.3 billion through convertible bonds to invest in Bitcoin. Following the announcement, the company's stock rose but then adjusted, dropping nearly 15% in the week. Chun warns that the professional risks faced by corporate financial directors will change: it will no longer be a question of "buying Bitcoin" being challenged, but rather the decision to "completely avoid Bitcoin."
Data from BitcoinTreasuries shows that listed companies currently hold a total of 665,618 bitcoins, accounting for approximately 3.17% of the total Bitcoin supply, with MicroStrategy holding an absolutely dominant position, owning 506,137 bitcoins. Continuing to wait is no longer a safe strategy.