Investment companies specializing in Bitcoin are positioning themselves to lead the way towards pushing the monetary system into a potential global change. Adam Back, CEO of BlockStream and inventor of Hashcash, noted that companies like the Strategies that adopted Bitcoin’s Treasury play an important role in moving forward with what is called hyper-bitcoinization. The shift could see Bitcoin’s market capitalization surge to more than $200 trillion, he suggested.
In a recent post, Buck explained that companies like Strategy are taking advantage of the gap between Bitcoin’s future potential and the current state of Fiat Money. He called this approach “logical and sustainable arbitration.” This is scalable enough for a large company to move to Bitcoin as a financial asset. According to co-founder Michael Saylor, the strategy has already been successful, with the strategy Bitcoin Holdings generating more than $5.1 billion in profits since the start of 2025.
In Asia, Metaplanet, known as the “Asian Micro Strategy,” is also making a major move in Bitcoin investment. The company will own 5,000 BTC in April 2025 and expect to acquire 21,000 BTC by 2026. This shows the growth trends of companies in various regions betting on Bitcoin’s future advantage.
The US regulatory environment is also becoming more advantageous over Bitcoin. The US Federal Reserve recently revoked its 2022 guidance. This previously discouraged banks from dealing with cryptocurrency. This policy change opens the door for a wider institutional adoption of Bitcoin, and Saylor believes that banks can openly support Bitcoin without regulatory concerns.
More fueled by the rise in Bitcoin, President Donald Trump has signed an executive order to establish a national Bitcoin sanctuary raised from Bitcoin seized in criminal cases. The move marks a step towards formal government involvement in Bitcoin and strengthens its potential as a globally recognized and valuable repository.
We note that Bitcoin’s value rise continues to outweigh inflation, and that Bitcoin’s prices have grown faster than traditional Fiat currencies over four years. This trend is central to the concept of hyper-bitcoinization, where Bitcoin gradually replaces Fiat’s money due to its predictable supply and resistance to inflation. As both institutional and government interest in Bitcoin intensifies, the path to a future where Bitcoin controls as a global reserve currency appears to be increasingly likely.