CoinShares has predicted a significant rise in Bitcoin yield-focused solutions for 2025, highlighting a shift in how companies utilize cryptocurrency. Bitcoin, traditionally seen as a store of value, is increasingly being leveraged as a yield-bearing asset. The European crypto investment firm outlined its analysis in a Dec. 11 report , emphasizing strategies that allow businesses to generate income from Bitcoin holdings.
The report identifies three main approaches to Bitcoin yields. The first involves measuring Bitcoin growth relative to a company’s shares, which allows firms to assess how Bitcoin holdings contribute to shareholder value. For example, MicroStrategy has introduced a metric called "BTC Yield," which reflects how its Bitcoin acquisitions enhance shareholder returns. From January to November 2024, the company reported a 26.4% BTC yield.
The second approach, yield farming, generates returns through Bitcoin lending. The third uses derivatives to create income streams from Bitcoin reserves. These strategies highlight increasing efforts to integrate Bitcoin into active financial operations rather than letting holdings remain idle.
The broader acceptance of cryptocurrency payments is seen as a key driver for more companies incorporating Bitcoin into their treasury reserves in 2025. Throughout 2024, businesses like Ferrari, AT&T and Home Depot began accepting cryptocurrency payments. Platforms such as BitPay and Flexa have facilitated this shift, enabling a smoother transition for companies exploring crypto adoption. The CoinShares report suggests this trend could encourage major players like Amazon, Nike and PayPal to incorporate Bitcoin into their reserves.
Technological advancements are also contributing to Bitcoin's growing role in corporate finance. For instance, Core DAO’s collaboration with BitGo has introduced dual staking solutions. These allow businesses to lock Bitcoin on custodial platforms and earn additional yields through staking Core tokens. Such innovations provide companies with opportunities to enhance the value of their cryptocurrency assets.
CoinShares' outlook also considers political developments in the United States as a factor influencing the crypto market in 2025. Alongside Bitcoin, ecosystems like Solana and XRP are noted as key areas of growth. The report emphasizes that regulatory changes and evolving industry dynamics are shaping Bitcoin's role in global finance.
The increasing adoption of Bitcoin yield strategies, coupled with widespread crypto payments, is expected to redefine Bitcoin’s utility. By 2025, CoinShares anticipates that Bitcoin will not only be a store of value but also a tool for generating wealth, further solidifying its position in corporate and financial ecosystems.