Hunter Horsley, the CEO and co-founder of Bitwise, believes that many publicly traded companies will add Bitcoin (BTC) to their balance sheets in 2025.
He shared his thoughts on social media, saying that investors can expect to see more companies adopting Bitcoin as part of their corporate strategy this year.
“A major theme in 2025 is going to be the arrival of corporates: Bitcoin Standard Corporations,” he stated. Many private companies, like Bitwise Investments, already hold Bitcoin on their balance sheets, which he finds exciting.
Horsley also referenced a report from HODL15Capital. This report shows that companies already holding Bitcoin continue to accumulate more. He pointed out that MicroStrategy is the largest publicly traded corporate holder of Bitcoin. Their approach could serve as a roadmap for other companies looking to adopt this digital asset.
According to HODL15Capital, 11 publicly traded companies have bought more Bitcoin since December 30, 2024. Horsley is confident that 2025 will see many corporations join the Bitcoin standard. He noted that Michael Saylor, the founder of MicroStrategy, has essentially written the playbook for this movement.
But that’s not all. Horsley believes 2025 may also bring a surge in tokenized small businesses that focus on using artificial intelligence (AI) agents. He thinks AI could lead to a boom in companies that offer specialized services.
For example, imagine a mobile-only CRM designed for independent electricians who need to comply with California laws. This could better serve niche markets.
This shift could result in many new micro or niche companies earning between $100,000 and $1 million a year. By tokenizing these businesses, creators can pull forward their earnings and allow customers to become shareholders and advocates.
AI could significantly increase the number of niche businesses. While some may not be suited for public offerings, they could successfully tokenize. This development could create a whole new long-tail capital market.