Investment firms are ramping up the global adoption of Bitcoin, which could elevate its market capitalization to an impressive $200 trillion. Granting banks access to work with crypto assets significantly strengthens this trend.
This is reported by Finway
Firms that hold substantial reserves in Bitcoin, including Strategy, are leading the charge in the process of ‘hyperbitcoinization.’ Adam Back, CEO of Blockstream, noted that these companies are engaging in arbitrage between the future of Bitcoin and the current fiat system. He believes that such a strategy could significantly increase the market capitalization of the first cryptocurrency.
“Some think that the treasury strategy is a temporary glitch. I say no, it is a logical and sustainable arbitrage. But not forever, the driving force is the price of Bitcoin rising over 4-year periods faster than interest rates and inflation,” Back stated.
Back also pointed out that ‘hyperbitcoinization’ is being realized due to the inflation of fiat money and the growing distrust in traditional financial systems. He believes that the stable increase in the price of cryptocurrency, which outpaces inflation every four years, is the main catalyst for this process.
Additionally, President Donald Trump previously signed an executive order to create a national Bitcoin reserve, which enhances confidence in Bitcoin’s institutional role. Back emphasized that the current treasury management strategy, which includes investments in the first cryptocurrency, is rational and stable, rather than a short-term trend.
Since the beginning of 2025, Strategy has recorded over $5.1 billion in profits from its Bitcoin assets, according to co-founder Michael Saylor. The Japanese company Metaplanet, also focused on accumulating cryptocurrency, has already increased its reserves to over 5000 BTC and aims to reach 21,000 BTC by 2026.
The opening of access for American banks to crypto assets following the lifting of restrictions by the Federal Reserve strengthens this trend. Analysts believe that the new rules will allow banks to safely integrate digital assets and support their custody, which will further increase interest in Bitcoin.
It is worth noting that recently, ARK Invest revised its long-term forecasts for the value of the first cryptocurrency, raising it to $2.4 million in a bullish scenario by 2030.