Meta, le prochain géant américain qui ajoutera du bitcoin à sa trésorerie ?

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It appears that the Bitcoin integration course continues to capture attention in traditional finance and the business world. Despite Microsoft shareholders voting against Bitcoin integration, it’s worth noting that changes are also happening on the Meta side.

Les actionnaires de Meta, favorables à bitcoin ?

On January 10th, 2025, shareholders of Meta filed a request titled “Bitcoin Treasury Assessment“. In this document, it is revealed that:

(In other words: On the 10th of January 2025, Meta shareholders submitted a request known as the “Bitcoin Treasury Assessment” which provides information about:)

Shareholders are requesting that an evaluation be performed to determine if adding Bitcoins to Meta’s treasury would be beneficial for the shareholders.

To support this request, the document in question verifies that on September 30, 2024, Meta had over $256 billion in assets, with $72 billion in cash (including equivalents and other securities such as treasury bonds). Here, it is emphasized the need to allocate a portion or percentage of its assets into assets that could potentially appreciate more significantly, although they may face greater short-term volatility.

It’s worth noting that many shareholders of Meta are institutional actors such as Vanguard or Blackrock. Although some have launched Bitcoin spot ETFs, which suggests a positive reception, this was not the case with Microsoft where the proposal to add Bitcoin to the treasury only received 0.55% positive votes.

Un acteur ayant déjà mis les pieds dans l’industrie

Since Meta’s active is the tenth most capitalized action on Earth, slightly ahead of Tesla and TSMC, the adoption of Bitcoin as part of the company’s treasury, even a small percentage like the one suggested by BlackRock (around 1-2%), would be a very positive development for the crypto ecosystem.

It’s crucial to closely monitor the strategy that the company adopts in this matter, more so than Microsoft, due to its debt. In fact, formerly known as Facebook, Meta had previously developed a project called “stablecoin,” named Libra, which later changed its name to Diem.

Mark Zuckerberg had planned to offer a financial asset and integrated financial infrastructure through Facebook, but the project never publicly materialized due to massive global opposition, resulting in regulators exerting pressure to significantly limit the project’s capabilities and original features of Libra.

Mark Zuckerberg wanted to introduce a new financial product and infrastructure on Facebook, but it never became public because of strong global protests against it, leading to regulators putting pressure on limiting its potential. This was called Libra.

This corporate battle across the entire globe proved too significant, thwarting Meta from launching this project that teams had been working on for several years. In this context, the company, with a historical expertise in the field, is likely to approach things quite differently than how Microsoft did just a few weeks ago.

Bitcoin, face à une toute nouvelle narrative

Following Donald Trump’s re-election as President of the United States, speculation arises not only about Bitcoin but also the broader crypto market. Just look at the surge in transactions and fundraising activities, like that of Best Wallet, to understand that the crypto industry is regaining interest, both from individuals and institutions.

2025 is likely to follow the trend of 2024, particularly in terms of institutions. However, the emerging narrative among shareholders of the seven majors suggests incorporating Bitcoin into corporate treasuries as a significant shift.

Integration into today’s global giants would give the king of cryptocurrencies a completely new dimension, already on the launch pad with speculations about a strategic U.S. Bitcoin reserve.

Source : Publication sur le réseau X

 

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2025-01-13 18:43