Government's drastic devaluation of its massive $37 trillion US debt makes it sensible for Bitcoin treasury companies, according to financial expert Luke Gromen.
In the current economic climate, a significant shift is taking place in the corporate world. The rise of Bitcoin treasury companies is a direct response by corporations to protect against the US government's continued debasement of the dollar and inflationary pressures.
Public companies are increasingly holding Bitcoin (BTC) on their balance sheets as a core reserve asset, comparable to cash or bonds. This trend, which accelerated after MicroStrategy's pioneering large-scale BTC purchases in 2020, now includes an estimated 60 to 135 public companies holding Bitcoin. Analysts project that by 2030, up to a quarter of S&P 500 companies may have Bitcoin exposure.
Not only companies but also major pension funds and insurance companies are allocating parts of their portfolios to Bitcoin, marking a shift from retail-dominated to institutional—corporate-level—ownership.
Key aspects of this evolution include Bitcoin as a strategic inflation hedge, institutional stabilization and maturity, market and regulatory momentum, and corporate operational impacts. Bitcoin's deflationary and fixed-supply nature makes it attractive to preserve value against dollar debasement. Large investors and publicly traded companies employ more sophisticated risk management, reducing Bitcoin’s historical volatility and enhancing its appeal as a portfolio diversifier distinct from traditional equities.
Growth in Bitcoin exchange-traded funds (ETFs), favourable crypto laws, and improved infrastructure support corporate adoption. For example, Bitcoin mining companies like LM Funding America have increased production and use treasury assets to fund operations, showing how BTC holdings extend beyond passive treasury management into active business growth.
Luke Gromen, a macro guru, has stated that the rise of Bitcoin treasury companies is a logical response to the US government's continued debasement of the dollar. Gromen expects credit spreads to remain relatively low, with investors preferring to own bonds from companies like Apple and Microsoft over US Treasury bonds.
This shift is reshaping corporate finance, capital markets, and how Bitcoin is perceived as a strategic asset rather than a speculative bet. It represents a financial innovation paradigm where corporate treasuries diversify beyond fiat, addressing macroeconomic risks caused by continued monetary expansion and dollar weakening from the US government’s policies.
However, it's important to note that The Daily Hodl does not provide investment advice and encourages readers to do their own research before making high-risk investments in Bitcoin, cryptocurrency, or digital assets. Scammers have been active recently, draining funds from unsuspecting victims through tricks like the Apple Wallet scam.
In other news, Falcon Finance has USDf listed on VOOI's Omnichain Perps and RWA Exchange (August 1, 2025), Hamieverse taps Abstract to power its debut blockchain game and purpose-driven ecosystem (August 1, 2025), and Plume is featured in the White House Digital Asset Policy Report (August 1, 2025). Margex introduces a new market section for users (August 4, 2025), Pepe Dollar (PEPD) presale picks up pace as Ethereum (ETH) hovers over $3,600 (August 1, 2025), and Apu is now live for trading on Hyperliquid (August 4, 2025). An analyst who predicted Bitcoin's 2024 pre-halving crash states that a new BTC breakout is coming (July 29, 2025), while DWF Ventures publishes an analysis of SocialFi token creation app Zora (August 4, 2025).
Unfortunately, a person lost 25 years of life savings after a mechanic entered a bank to buy a house, and the money ended up in scammers' accounts (July 29, 2025). The US government also lost $17,000,000 in just three days to a 'viral' ATM glitch tied to a jobs youth program (July 29, 2025).
[1] https://www.bloomberg.com/news/articles/2022-03-08/microstrategy-s-bitcoin-bets-are-paying-off-as-the-crypto-rallies [2] https://www.wsj.com/articles/companies-are-using-bitcoin-as-a-hedge-against-inflation-11654198400 [3] https://www.forbes.com/sites/michaeldelcastillo/2021/03/26/the-case-for-bitcoin-as-a-corporate-treasury-reserve-asset/?sh=6078c569405f [4] https://www.barrons.com/articles/bitcoin-as-a-corporate-treasury-reserve-asset-51578849485 [5] https://www.coindesk.com/business/2021/04/21/bitcoin-mining-company-lm-funding-america-raises-20m-to-fund-operations-with-bitcoin/
- Cryptocurrency, such as Bitcoin, is increasingly being viewed as a strategic asset for corporate finance, with an estimated 60 to 135 public companies holding Bitcoin as a core reserve asset, similar to cash or bonds.
- Institutional investors, including pension funds and insurance companies, are expanding their portfolios to include altcoins, marking a shift from retail-dominated to corporate-level ownership, and reflecting Bitcoin's deflationary and fixed-supply nature as an effective hedge against dollar debasement.
