A new wave of corporate Bitcoin adoption is reshaping the investment landscape, according to macro strategist Lyn Alden.
With regulatory shifts and growing investor demand, Bitcoin is no longer just a fringe asset for cypherpunks—it’s becoming a strategic reserve for companies seeking asymmetric upside.
Strategy may have sparked the movement back in 2020, but recent changes to U.S. accounting rules have accelerated institutional interest. The 2023 FASB update, which improved how companies can report Bitcoin on balance sheets, laid the groundwork for widespread adoption in 2024 and beyond.
Alden, who has long studied the intersection of finance and emerging technology, argues that many institutional investors are turning to Bitcoin-linked equities and corporate debt as a workaround to strict investment mandates. “Billions in capital are managed under rules that forbid direct crypto purchases,” she explains. “But if a stock or bond holds Bitcoin, that becomes a viable path.”
This demand has fueled the rise of so-called Bitcoin treasury companies. These firms don’t just hold Bitcoin—they often leverage it through long-term bond issuance, something hedge funds can’t easily do without the threat of margin calls. Alden notes that this kind of leverage has proven more durable, especially in volatile markets.
While some in the Bitcoin community worry about centralization, Alden sees this trend as both inevitable and beneficial. “The network remains open and permissionless,” she says. “Adding large holders doesn’t close the door on small ones—it simply widens the network’s reach.”
As Bitcoin’s role in corporate finance expands, Alden believes it’s becoming harder to dismiss. “Whether you’re an individual investor or a boardroom executive, ignoring Bitcoin is no longer an option.”
Alexander Stefanov
Reporter at Coindoo
Alex is an experienced finance journalist and a cryptocurrency and blockchain enthusiast. With over 8 years of experience covering the crypto, blockchain and fintech industries, he deeply understands the complex and constantly evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His passionate approach allows him to break down complex ideas into accessible and insightful content. Follow up on his content to be up to date with the most important trends and topics.
Source: https://coindoo.com/macro-expert-explains-why-bitcoin-is-now-a-treasury-asset/