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Since the saga of Michael Saylor, MicroStrategy and its mountains of bitcoins, the idea of a “strategic reserve bitcoin” has spread like wildfire. The United States were the pioneers. Asia, with Metaplanet in Japan, quickly followed. Europe, until now a bystander, has just taken an unexpected position with The Blockchain Group (TBG). On May 1, 2025, the company revealed a titanic ambition: to accumulate 260,000 bitcoins by 2033. A turning point. And perhaps, a shock of influence.
In brief
- The Blockchain Group aims to hold 1% of the total bitcoin supply by 2033.
- The company will fund this plan through equity, debt, cash flow, and strategic acquisitions.
- CEO Alexandre Laizet sees bitcoin as “the only credible strategic reserve.
A long-term strategy that makes noise
The bitcoin news: The Blockchain Group did not settle for a flash in the pan. Its plan is methodical, quantified, spread over ten years. The objective: 1% of the total bitcoin supply. “If bitcoin reaches 1 to 2 million euros, 210,000 BTC would represent between 210 and 420 billion euros in net value“, specifies the TBG annual report. A bold hypothesis, but not unrealistic according to its leaders.
To finance this plan, TBG envisions a clever mix: stock issues via dynamic warrants, convertible bonds into bitcoins, operational cash flow from its trading platforms, and even mergers and acquisitions targeting companies already rich in bitcoins.
This hybrid model recalls MicroStrategy, but with a European touch. The company bets on “rapid accumulation under the most creditable conditions possible“. In other words: buying without diluting too quickly, nor risking extreme leverage.
Already listed on Euronext Growth Paris (ALTBG), TBG has seen its share price soar by 474% in six months. This move is supported by crypto-native investors like Fulgur Ventures, UTXO Management, and TOBAM. And by a respected name: Adam Back, TBG strategist.
Bitcoin: a geopolitical conviction assumed
Why this strategic pivot towards bitcoin? The answer lies in four words: scarcity, security, inflation, independence.
CEO Alexandre Laizet sums it up as follows:
There is no alternative. Bitcoin is today the only credible strategic reserve against the depreciation of fiat currencies.
In his report, he continues:
There is no plan B. There are only 21 million bitcoins, and we want to capture 1% of them.
This discourse resonates at a time when central banks hesitate, when currencies weaken, and when distrust of the euro rises. TBG no longer wants to depend on fiat-denominated assets. It wants a global, incorruptible asset, audited by code, not banks.
The 2024 halving has already reduced the issuance to 3.125 BTC per block. By 2033, there will be little left to mine. Buying now is betting on the contraction of supply and the FOMO effect. For Laizet, it is also a way to detach from a “financial system based on unkept promises“.
Europe finally joins the bitcoin race
TBG’s initiative caught part of the ecosystem off guard. Until now, Europe was shining by its strategic inertia. Too regulated, not daring enough. Now, it is a European company claiming to become “the first corporate holder of bitcoin in Europe“.
And it works. “Bitcoin treasury companies are the fastest-growing companies in Europe“, states TBG in its report. Their internal indicator, the “BTC Yield” (Bitcoins per diluted share), increased by 709% in the first quarter of 2025. This ratio is their North Star: the higher it climbs, the more shareholders benefit.
But it is not just a financial bet. It is an industrial stance. A ten-year vision. A break with the strategic softness of many European companies.
Some analysts wondered: why Europe does not react to the wave of bitcoin reserves? Now, it has a champion. The Blockchain Group sends a strong message: Europe can also dream big, accumulate bitcoin methodically, and why not, lead the race.
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La révolution blockchain et crypto est en marche ! Et le jour où les impacts se feront ressentir sur l’économie la plus vulnérable de ce Monde, contre toute espérance, je dirai que j’y étais pour quelque chose
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
