Meta could be the first US corporation of its scale to place Bitcoin (BTC) on its balance sheet, according to Bloomberg senior ETF analyst Eric Balchunas.
In a May 28 post on X, Balchunas argued that a move by a “Big Boy” company would validate corporate treasury adoption of the asset. He added that “it feels inevitable” that a major public company will add Bitcoin in the current cycle.
‘Big Boy’ entry
Blachunas also noted that a single entry by Meta or Microsoft could outweigh the combined signaling effect of smaller firms because institutional investors track the companies’ treasury policies.
Furthermore, the analyst named Meta as the likely pioneer and compared the potential impact to actor Tom Hanks’ early-pandemic COVID-19 diagnosis, which he said made the disease “feel real” for many people.
When asked why Tesla’s 2021 purchase did not meet the same threshold, Balchunas replied that the electric vehicle maker “kinda doesn’t count” in the present cycle because it has not added to its position since the previous bull run.
Balchunas’ post followed a call from Strive CEO Matt Cole to Meta CEO Mark Zuckerberg to adopt a Bitcoin treasury strategy.
During the 2025 Bitcoin Conference, Cole argued that dollar cash and short-term Treasuries lose purchasing power as the M2 money supply expands and predicted AI disruption will accelerate corporate turnover in the S&P 500.
He concluded the keynote with a call to Zuckerberg’s voicemail:
“You’ve already taken step one. You’ve named your goat Bitcoin. My ask is that you take step two and adopt a bold corporate Bitcoin treasury approach and vote yes on proposal 13.”
Stablecoin deliberations add context
Meta has already revisited blockchain finance on another front. Reports surfaced that the company is in early talks with crypto infrastructure providers about using regulated stablecoins for cross-border creator payouts on Instagram and other properties.
Executives familiar with the deliberations described Meta as being in “learn mode” with no preference for a specific issuer.
Despite being at an early stage, the discussions signal a renewed interest in on-chain payment rails following Meta’s abandonment of the Diem stablecoin project in 2022.
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