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Bitcoin treasury firms outline $3 trillion opportunity in BTC-backed digital credit at Consensus
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Bitcoin treasury firms outline $3 trillion opportunity in BTC-backed digital credit at Consensus

CoinDesk · May 7, 2026, 12:25 PM

Key takeaways

  • The long-term opportunity is tied to the global $300 trillion credit market, where even a 1% bitcoin allocation implies roughly $3 trillion in demand.$3 trillion.
  • The market has already grown to about $10 billion in less than a year, participants say.
  • Cole added that the global credit market is worth $300 trillion, and bitcoin-backed credit capturing 1% of that would represent $3 trillion in demand.

The long-term opportunity is tied to the global $300 trillion credit market, where even a 1% bitcoin allocation implies roughly $3 trillion in demand.$3 trillion. That’s the scale of the opportunity bitcoin treasury executives see in digital credit, a fast-growing class of bitcoin-backed debt instruments designed to generate yield on bitcoin holdings.

The market has already grown to about $10 billion in less than a year, participants say.

"What we're seeing with digital credit right now is exponential adoption," Matt Cole, Chairman and CEO of Strive, said during a panel discussion at the ongoing Consensus Miami about the evolution of Bitcoin Treasury companies.

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