EddieJayonCrypto
29 May 25
Bloomberg analyst Eric Balchunas predicts Meta could be the first major U.S. corporation to add Bitcoin to its balance sheet, potentially validating corporate Bitcoin adoption. He argues that Meta or Microsoft entering Bitcoin treasury management would have a significant impact compared to smaller f...
Bloomberg analyst Eric Balchunas forecasts Meta as the first major U.S. corporation to integrate Bitcoin into its treasury, a move that could significantly validate the corporate adoption of Bitcoin. Balchunas highlights that Meta or Microsoft adopting Bitcoin treasury management would create a more substantial market signal than smaller companies, as institutional investors keenly observe their treasury policies. This potential shift contrasts with Tesla's 2021 Bitcoin purchase, which Balchunas considers less impactful due to Tesla’s inactivity in expanding its Bitcoin holdings. Strive CEO Matt Cole has publicly urged Meta CEO Mark Zuckerberg to embrace a bold Bitcoin treasury strategy, emphasizing the erosion of purchasing power in cash and short-term Treasuries amid economic changes and the accelerating corporate turnover predicted from AI disruption. In addition to Bitcoin adoption, Meta is exploring regulated stablecoins for cross-border payments to creators on platforms like Instagram. This signals a renewed interest in blockchain-based payment solutions after Meta’s abandonment of its Diem stablecoin project in 2022. These developments suggest Meta is positioning itself at the forefront of corporate blockchain finance innovation, reflecting broader trends where major corporations reconsider treasury management and payment infrastructure to adapt to evolving economic realities.