Bitcoin’s Institutional Adoption Boosted by Corporate Investments Amid Global Uncertainty

June 6, 2025

Bitcoin’s institutional adoption is seeing a new wave of corporate investments, which stand to benefit from heightened global uncertainty stemming from unresolved trade agreements and political spending bills.

US President Donald Trump is advancing the “One Big Beautiful Bill Act,” a spending proposal that could cut $1.6 trillion from federal budgets, though critics warn it would significantly increase the national debt:

“The great, big, beautiful bill will grow the economy like it has never grown before. It puts our country on the right track, plus!”

The spending bill proposal coincides with ongoing trade negotiations between the United States and China, with Trump recently stating that a finalized agreement is “subject to final approval.”

Elon Musk criticized the spending bill in a June 5 X post, warning of a projected $2.5 trillion deficit increase.

Analysts suggest rising US deficits could trigger quantitative easing (QE), a monetary policy tool where central banks purchase bonds to inject liquidity and stimulate economic spending.

Market Analysis: Financial experts predict Bitcoin could reach $250,000 if the Federal Reserve pivots to QE amid trade-related inflationary pressures.

This follows BitMEX co-founder Arthur Hayes’s prediction that continuing inflationary pressures from trade tariffs could significantly boost Bitcoin’s valuation.

Additional uncertainty from potential tariffs is viewed by analysts as another bullish factor for Bitcoin, as it aligns with the cryptocurrency’s trends of “deglobalization.”

Bitcoin Whales Reach Record Holdings

CryptoQuant data shows Bitcoin’s realized capitalization among new whales reached an all-time high of $113.7 billion, indicating increased institutional adoption.

Data shows the average holding period for new large wallets (1,000+ BTC) has decreased, suggesting broader market participation and potentially unsustainable growth.

Analysts attribute this to both rule changes in Bitcoin ETFs and growing institutional interest, which they believe create offsetting buying pressure against long-term holders.

Market infrastructure specialists like Twenty One Capital, founded by Strike CEO Jack Mallers, are developing Bitcoin-native financial products, including lending and custody solutions.