As far as I know, I was the first to discuss this idea. Governments and corporations could become the largest holders of Bitcoin. As we approach 98% all Bitcoin having been mined, and consolidation of mining BTC into two or three major companies, the price of BTC could stabilize giving it greater potential to use as an alternative cash system. Companies that hold large BTC reserves would have greater incentive to receive BTC as payments, which could drive Bitcoin's value higher as more people adopt it for payments. This would further incentivize large corporations to hold BTC on their balance sheets as a hedge against inflation.