Main takeout:
Berkshire has $ 347B in cash enough to buy Bitcoin supply ~ 18%.
Greg Abel did not know the change in Warren Buffett’s anti -bitcoin posture.
Berkshire already has indirect encryption exposure through Nu Holdings and Jefferies.
Warren Buffett announced on May 3 at the annual shareholder meeting of Berkshire Hathaway that GREG ABEL would take over as a CEO by the end of 2025. This conversion raises speculation on the financial ability to buy Bitcoin (BTC) under Berkshire’s new leadership.
Berkshire can easily surpass the strategy BTC Stash.
Berkshire ended in the fourth quarter of 2024 with $ 347 billion in cash and the US Treasury Bill, accounting for about 32%of the $ 1 trillion market cap.
The company can acquire about 35.2 million BTCs by purchasing a cryptocurrency for about $ 95,000 in May. This is equivalent to about 17.88%of Bitcoin’s circulation supply.
If the Company is only $ 29.9 billion in the US Treasury, you can purchase about 32 million BTC or 15.85%of the circulation supply and deploy it as a dominant player in the encryption market.
Berkshire Hathaway is a 20th -century Bitcoin.
-Michael Saylor (@saylor) May 3, 2025
As of May 6, this movement is the world’s largest company Bitcoin Holder, the world’s largest company owned by about 553,555 BTC. (Previous MicroStrategy) It will be easily untired.
In other words, Berkshire theoretically, if you convert the strategy of the strategy to Bitcoin, it can match about 1/6 of the cash file.
relevant: Strategy, Semler Bag 2K Bitcoin reduced the price toward $ 100K last week.
Bernstein analysts predicted about $ 330 billion in corporate financial inflows on Bitcoin by 2029, and $ 250 billion in companies listed between 2025 and 2029.
Analysts said many of them will come from a slowly growing company that wants to copy the bitcoin strategy of strategy Inc.. They think that it is one of some ways to increase value when there is a lack of other growth options.
Bernstein’s Bull Case is expected to buy $ 124 billion in Bitcoin, which is supported by a strategy supported by the company’s recent size of capital raising plans to secure $ 84 billion by 2027.
Is Greg ABEL a professional crypto?
It is speculative whether Berkshire buys Bitcoin under Abel’s leadership.
The New Berkshire Hathaway leader did not publicly disclose the transition from Buffett’s value input philosophy, and Buffett once prioritized the actual cash flows against speculative cash flow, such as Bitcoin, called “rat poison.”
The price of BTC has increased almost 900% since the criticism of BUFFETT in May 2018.
However, despite the anti -ring posture, Berkshire is indirectly exposed to this sector through an investment in encryption -friendly companies such as Nu Holdings and Jefferies Financial Group and has stocks in the Ishares Bitcoin Trust (IBIT) of BLACKROCK.
This strategy is similar to the way Berkshire approaches gold, and Buffett is repeatedly ridiculed for lack of productivity. But Berkshire surprised the market by purchasing Barrick Gold stocks (gold mining companies) in 2020, but later sold its positions.
Berkshire may not jump straight into Bitcoin, but as the market evolves, the cautious and indirect approach can be expanded. It still remains whether it leads to complete adoption or causing careful toe dip.
This article does not include investment advice or recommendation. All investment and trading measures include risks, and the reader must do his own research when making a decision.