Les entreprises américaines devraient augmenter leurs avoirs en Bitcoin

Binance News · 2024-09-06T18:13:39.000Z

Selon Cointelegraph, un nouveau rapport de River, société de services financiers et technologiques spécialisés dans le Bitcoin, prévoit que certaines entreprises américaines augmenteront leur exposition au Bitcoin (BTC) au cours des 18 prochains mois. Le rapport estime qu'environ 10 % des entreprises basées aux États-Unis sont susceptibles de convertir 1,5 % de leurs réserves de trésorerie, soit environ 10,35 milliards de dollars, en Bitcoin au cours de cette période.Les analystes de River soulignent que les stratégies traditionnelles de trésorerie des entreprises, qui reposent sur les liquidités et autres équivalents de trésorerie à court terme, sont de piètres réserves de valeur. Ces investissements peuvent générer des rendements modestes proches du taux des fonds fédéraux, actuellement supérieur à 5 %. Cependant, même ces investissements à court terme ne parviennent souvent pas à surpasser l'inflation, ce qui diminue la valeur d'un titre de trésorerie. Le rapport note que cette érosion inflationniste a fait perdre à Apple, aujourd'hui une entreprise valant mille milliards de dollars, 15 milliards de dollars de ses avoirs en trésorerie au cours de la dernière décennie.

According to Cointelegraph, a new report from Bitcoin technology and financial services firm River forecasts that some companies in the United States will increase their exposure to Bitcoin (BTC) over the next 18 months. The report estimates that around 10% of US-based companies are likely to convert 1.5% of their treasury reserves, approximately $10.35 billion, to Bitcoin within this period.
River's analysts highlighted that traditional corporate treasury strategies, which rely on cash and other short-term cash equivalents, are poor stores of value. These investments can generate modest returns near the federal funds rate, currently over 5%. However, even these short-term investments often fail to outperform inflation, diminishing the value of a treasury. The report noted that this inflationary erosion caused Apple, now a trillion-dollar corporation, to lose $15 billion of its treasury holdings over the last decade.
The forecast points to the growing adoption of a corporate treasury strategy popularized by MicroStrategy founder Michael Saylor. In June 2024, MicroStrategy completed an additional $800 million debt sale of senior convertible notes at 2.25%, with a maturation date of 2032. The company used the funds from the corporate debt to purchase an additional 11,931 BTC. Saylor has characterized Bitcoin as an asset that guarantees “economic immortality” to corporations and businesses due to its capped supply and a lack of counterparty risk inherent in other stores of value, such as real estate or equities.
MicroStrategy’s second-quarter earnings report revealed that it currently holds 226,500 BTC, valued at approximately $14.7 billion at the time. Saylor’s BTC treasury strategy has caused MicroStrategy to significantly outperform Warren Buffett’s investment company, Berkshire Hathaway. Since adopting the Bitcoin treasury strategy, MicroStrategy has risen by over 1,000%, while shares of Berkshire Hathaway rose by 104.75% during the same period. Buffett has declined to add Bitcoin to his portfolio or recommend it as a hedge against fiat inflation.

U.S. Companies Expected to Increase Bitcoin Holdings

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