Jesse Myers, head of Bitcoin strategy at Moon Inc., predicts corporate treasuries will eventually hold 50% of the total BTC supply—“way more than most Bitcoiners are prepared for.”
In a May 23 thread on X, Myers argued that an “exodus from fiat assets has already begun,” setting the stage for a decades-long reallocation into hard money.
Saylor’s Strategy Vision
Myers projected that Michael Saylor’s Strategy could one day own $70 trillion in BTC, “making it by far the most valuable company in the history of the world.”
At present, Strategy holds 576,320 BTC, worth roughly $62 billion.
The $1 Quadrillion Context
Myers framed the thesis against an estimated $1 quadrillion in global asset value, of which Bitcoin still represents just 0.2%.
Half of that capital, he said, always seeks the best store of value.
As bonds and cash lose appeal, “more capital will ‘osmotically flow’ into Bitcoin over time.”
Bond Mountain in Play
Roughly $318 trillion is tied up in fixed-income vehicles with strict mandates.
“That’s where Bitcoin Treasury Companies come in,” Myers wrote.
He believes these entities will “deploy an ocean of SoV capital to BTC,” gradually converting conservative portfolios into digital gold.
HODL Versus Hedge
Skeptics note that some treasuries could maintain hedging strategies rather than strict buy-and-hold approaches.
Yet Myers insists that as regulatory clarity improves and custody solutions mature, boardrooms will treat Bitcoin like a modern-day reserve asset.
If the forecast pans out, the public float of BTC could shrink dramatically, potentially magnifying price swings for retail traders.