Bernstein analysts predict corporate treasuries will invest $330 billion in Bitcoin over the next five years, led by MicroStrategy and smaller firms following its model.

Bitcoin (BTC) is poised for a corporate feeding frenzy $330 billion worth. That’s the bold prediction from Bernstein analysts, who argue companies will flood into BTC over the next five years, chasing the blueprint pioneered by MicroStrategy (MSTR).

“This isn’t just about one company anymore,” said a Bernstein analyst. “MicroStrategy cracked the code, and now every firm with idle cash and no growth roadmap sees Bitcoin as their golden ticket.” The software-turned-Bitcoin-holding giant now sits on 555,450 BTC ($52.2 billion), and its stock has soared 2,476% since its first 2020 purchase.

But the real story, Bernstein notes, is the wave of smaller players like Semler Scientific and Japan’s Metaplanet betting their balance sheets on BTC. This week alone, MicroStrategy added 1,895 BTC ($180 million), while Semler scooped up 167 BTC ($16.2 million).

Bitcoin bulls hail the trend as a natural evolution: “Corporations are waking up to BTC as the ultimate inflation hedge,” argued one trader. Critics, however, warn the strategy is a “volatility time bomb,” tying corporate fortunes to an asset that can swing 20% in a day.

Also read: Apple’s Crypto U-Turn Could Ignite Next Bitcoin Bull Run

At $94,000, Bitcoin’s price remains the make-or-break variable. Yet with central bank policies eroding fiat trust, Bernstein’s bet is clear: the corporate BTC arms race has only begun.