Bitcoin Invades the Corporate Treasury

Bitcoin Invades the Corporate Treasury

tl;dr: While people still debate if “Bitcoin is real” or not, more and more public companies decide that it is.

The CEO of MicroStrategy, Michael Saylor, has become one of the world’s biggest Bitcoin “fan boys.”

It might be easy to dismiss him as “talking his own book,” but he’s just the most vocal member of a growing tribe.

That tribe is public companies which have put a portion of the cash on their balance sheet into Bitcoin.

According to this report, there are nearly 20 that fall into that category. Sure, many of them are blockchain related, but consider that 2 years ago, this list had 0 on it and you’re looking at the beginnings of a wave.

Meanwhile, a growing number of “name brand” universities like Harvard and Yale have been quietly investing in Bitcoin as well.

Yet, the conversation seems to be the same, as someone said to me the other day, “oh, I heard Bitcoin had a big drop.”

“Yeah,” I responded, “from $40,000 to $30,000. Keep in mind that less than a year ago, it was $5000.”

Every day that Bitcoin stays above $15k, $20k or $30k, is one more day that people start to accept that Bitcoin is “here to stay.”

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(ジムワイザー)Jim Weisser

Co-Founder and CEO at SignTime K.K.

3 年

One of the challenges for any corp adopting it, though, is how it shows up on the books. My understanding of the accounting is that if it appreciates, it stays on the BS at par, but if it decreases in price (vs the buy price, presumably), the loss has to be marked. That could end up in a weird situation where the last 10% of the BTC have to be marked negatively vs. profits while the first 90% are up tremendously.

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