The rate of Bitcoin adoption among corporate players is rapidly increasing, as more and more companies want to directly invest in BTC, adding coins to their own wallet balance. According to analysts at the investment firm CoinShares, this trend will lead to an increase in the number of passive income strategies on Bitcoin. Moreover, they will be implemented as early as 2025, which will be the year of active popularization of digital assets among large market participants.
New Bitcoin-based tools
CoinShares analysts have published a forecast for the development of the crypto industry for 2025, noting such important factors as changes in the political arena in the United States, as well as the rapid growth of the Solana and XRP ecosystems. In addition, one of the main trends of the next year will be the expected growth of solutions to increase the yield of Bitcoin, which will allow investors to earn additional profit from owning coins.
And although it is unlikely that you will be able to make serious money from this, the initiative will certainly be in demand.
According to CoinShares analyst Satish Patel, the new trend reflects a general shift in the way major corporate players perceive Bitcoin. Here’s a retort on the matter, as reported by Cointelegraph .
This trend reflects a broader recognition of Bitcoin’s potential not only as a store of value, but also as a means of generating profit.
CoinShares has identified three main types of returns for Bitcoin. The first is related to increasing the amount of BTC in relation to the company’s shares on the balance sheet. The second type of return is farming, when returns are generated by issuing loans secured by bitcoins. Finally, the third strategy uses derivatives to generate income from BTC reserves.
Ranking of public companies by the number of accumulated bitcoins
For example, the world’s largest corporate holder of BTC, MicroStrategy, has introduced its own version of a metric to evaluate the effectiveness of a strategy of constantly acquiring bitcoin. The giant allows investors to evaluate how acquisitions of blockchain-based coins contribute to shareholder value.
MicroStrategy’s BTC Return is a key performance indicator that represents the percentage change in the ratio between the number of BTC held by a company and the estimated number of shares outstanding . From January 1 to November 10, MicroStrategy’s BTC Return was 26.4 percent.
According to Patel, one of the important signs of increasing BTC holdings on corporate balance sheets in 2025 is the growing acceptance of crypto payments around the world. Here’s his take on the matter.
During 2024, several major companies began accepting crypto as a means of payment, indicating a potential trend towards Bitcoin adoption in 2025.
Bitcoin Price Change Over the Month
E-commerce giants like Amazon, Shopify, Nike, Expedia, and PayPal are already heavily involved in the crypto industry, either through payments or direct or indirect investments. Experts say that these corporate giants may eventually consider adding Bitcoin to their balance sheet assets in 2025.
Microsoft founder and billionaire Bill Gates
According to sources from The Block , another important role in the crypto industry of the future is assigned to stablecoins. According to analysts from Citi Wealth, the development of this category of tokens hinders the narrative about replacing the dollar with Bitcoin. Here is the expert commentary on this matter.
Cryptocurrencies like Bitcoin were originally conceived as competitors to central bank-issued currencies. Indeed, some believed, and still believe, that BTC could end the hegemony of the US dollar. However, stablecoins, which account for more than four-fifths of crypto trading volume, refute this theory.
Rating of stablecoins by capitalization
Citi points to the fact that the vast majority of stablecoins are pegged to the dollar, with issuers holding both dollars and US Treasuries in reserve. The analysts also suggest that if the US government takes steps to further legitimize stablecoins, it will only strengthen the dollar’s dominance.
Greater regulatory clarity also has the potential to further increase the appeal of stablecoins. If this happens, demand for U.S. Treasuries from issuers of such tokens could increase significantly. Rather than usurping the dollar, such coins would make it more accessible to the world.
At the moment, USDT from Tether is the leading stablecoin by a wide margin in a number of indicators. And the total capitalization of stablecoins exceeded the 200 billion mark for the first time in its history the day before, which confirms the serious demand for such assets.
Changes in capitalization of all stablecoins
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