Meta, formerly known as Facebook, is potentially on track to become the first major US corporation to add Bitcoin (BTC) to its balance sheet. This groundbreaking move, as suggested by Bloomberg senior ETF analyst Eric Balchunas, could set a precedent for other companies to follow suit in integrating the digital asset into their treasury holdings.
In a recent post on X, Balchunas emphasized the significance of a “Big Boy” company like Meta or Microsoft making such a move, noting that it would have a significant impact on institutional investors who closely monitor corporate treasury strategies. He highlighted Meta as the likely frontrunner in this regard, drawing parallels to how actor Tom Hanks’ early-pandemic COVID-19 diagnosis brought a sense of reality to the global health crisis.
Balchunas made a distinction between Tesla’s 2021 Bitcoin purchase and a potential move by Meta, stating that Tesla’s lack of additional Bitcoin acquisitions since the previous bull market cycle diminishes its impact in the current market context. He underscored the importance of a company like Meta or Microsoft making a new entry into the Bitcoin space to validate corporate adoption of the asset.
The analyst’s remarks followed a call from Strive CEO Matt Cole urging Meta CEO Mark Zuckerberg to consider implementing a Bitcoin treasury strategy. Cole argued that traditional cash holdings and short-term Treasuries face diminishing purchasing power as the money supply expands, and he predicted that AI advancements would accelerate corporate turnover in major indices like the S&P 500.
At the 2025 Bitcoin Conference, Cole left a voicemail for Zuckerberg, urging him to take bold steps towards adopting a corporate Bitcoin treasury approach. This call to action coincided with reports that Meta is exploring the use of regulated stablecoins for cross-border creator payouts on platforms like Instagram, signaling a renewed interest in blockchain-based payment solutions following the company’s exit from the Diem stablecoin project in 2022.
Overall, the potential integration of Bitcoin into Meta’s balance sheet could mark a significant milestone in the corporate adoption of digital assets, with implications for the broader financial landscape. As discussions around stablecoin utilization continue to evolve, Meta’s foray into the world of blockchain finance could pave the way for other tech giants to explore innovative financial strategies in the digital age.