What’s next for Bitcoin? Analysts react to Trump Media’s $2.5B Treasury plan

  • May 28, 2025

Investing.com -- On Tuesday, Trump Media & Technology Group announced it will raise $2.5 billion from institutional investors to invest in Bitcoin . The announcement has ignited fresh debate about the cryptocurrency’s role in corporate finance.

DJT said it has entered into subscription agreements with around 50 institutional investors, under which it has agreed to issue and sell approximately $1.5 billion in common stock and $1.0 billion in principal amount of 0.00% convertible senior secured notes.

Analysts say the move could further legitimize Bitcoin as a balance-sheet asset, though its broader impact remains contested.

A bold move reinforcing Bitcoin’s legitimacy

“A $2.5 billion Bitcoin allocation is a bold move that reinforces BTC’s legitimacy on corporate balance sheets,” Benjamin Grolimund, General Manager of the UAE at Flipster told Investing.com.

He added that the decision is a “strong conviction” play that reflects a new approach to risk management and inflation hedging.

Grolimund noted that for a media and tech company, “it also signals an intent to resonate with a digitally native audience and lead on innovation,” adding that Bitcoin is no longer viewed as “just a speculative asset” but is being “integrated into core financial strategy.”

Cultural signal or policy shift?

Ajay Dhingra, Head of Research and Partnerships at Unizen, offered a different perspective, suggesting the move mimics MicroStrategy’s well-publicized Bitcoin acquisition strategy.

“It’s not just a financial decision; it’s a cultural alignment with the pro-Bitcoin, anti-establishment crowd that Trump’s base often overlaps with,” Dhingra said, when speaking to Investing.com.

While Grolimund believes the move could push Bitcoin “deeper into the financial mainstream” and influence regulatory thinking, Dhingra was more skeptical. “This isn’t a policy shift but more of a high-risk, high-visibility gamble,” he said, adding that Trump Media’s speculative fundamentals limit its influence on government policy.

Still, the symbolism of the Trump brand matters, Grolimund argued. “Whether intentional or not, this development signals to domestic and international observers that Bitcoin is gaining acceptance in mainstream American business.”

He added: “That perception could influence how governments globally approach the evolving intersection of traditional finance and digital assets.”

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