Bitcoin inflows projected to reach $420B in 2026
Bitcoin inflows projected to reach $420B in 2026
Bitcoindemand from a diverse range of investors—including publicly listed companies building Bitcoin treasuries, sovereign wealth funds, exchange-traded funds (ETFs), and nation-states—is projected to drive substantial capital inflows to the asset in the coming years. According to crypto index fund management firm Bitwise, inflows to Bitcoin could reach $120 billion by the end of 2025, with an additional $300 billion anticipated in 2026.
In its recent report, “Forecasting Institutional Flows to Bitcoin in 2025/2026,” Bitwise highlights that US spot Bitcoin ETFs recorded $36.2 billion in net inflows in 2024, surpassing the early success of SPDR gold Shares (GLD), which revolutionized gold investing. Bitcoin ETFs reached $125 billion in assets under management (AUM) within 12 months—20 times faster than GLD—projecting Bitcoin to outperform gold significantly, with inflows potentially tripling to $100 billion annually by 2027.
Despite this surge, $35 billion in Bitcoin demand remained sidelined in 2024 due to risk-averse compliance policies at major corporations like Morgan Stanley and Goldman Sachs, which manage $60 trillion in client assets. These firms require multi-year track records, but growing BTC ETF legitimacy is expected to unlock this capital.
Jurrien Timmer, Director of Global Macro at Fidelity, remarked that Bitcoin trading above $100,000 signals its potential to take over gold’s role as a store of value. His analysis also pointed to the recent convergence of Bitcoin and gold’s Sharpe ratios, suggesting that both assets are becoming increasingly comparable in terms of risk-adjusted returns.
The bull, bear and base cases for BTC wealth allocation
In addition to ETFs and wealth management firms, Bitcoin’s appeal as a reserve asset is rising among the public, private companies and sovereign nations. Companies with Bitcoin on the books currently hold around 1,146,128 BTC, worth $125 billion, accounting for 5.8% of BTC’s total supply.
Sovereign nations collectively hold 529,705 BTC ($57.8 billion), with the United States (207,189 BTC), China (194,000 BTC), and the United Kingdom (61,000 BTC) leading the pack.
Bitwise Senior investment strategist Juan Leon, UXTO research lead Guillaume Girard and research analyst Will Owens expect a continued wealth allocation to BTC, and outlined bear, base, and bull case scenarios.
In the bear case, nation-states reallocated just 1% of their gold reserves to Bitcoin, driving $32.3 billion in inflows (323,000 BTC or 1.54% of supply). Multiple US states created BTC reserves at 10%, adding $6.5 billion, while wealth management platforms allocated 0.1% of assets ($60 billion). Public companies contributed another $58.9 billion, bringing the total inflows to over $150 billion.
The base case envisions a 5% nation-state reallocation, generating $161.7 billion (1,617,000 BTC or 7.7% of supply). US states raised their adoption to 30% ($19.6 billion), wealth platforms allocated 0.5% ($300 billion), and public companies doubled their holdings to $117.8 billion. This scenario aligns with Bitwise’s forecast of $120 billion by 2025 and $300 billion by 2026, capturing 20.32% of Bitcoin’s supply.
$BTC
BTC Displays Signs of Weakness Following New All-Time High
Bitcoin surpassed its all-time high of $109K earlier this week, reaching a new high of $112K. Despite this, the price exhibits slight bullish momentum, suggesting a potential consolidation at this level for the short term.
Bitcoin has officially broken above its previous all-time high of $109K, establishing a new peak around the $112K region. This breakout underscores strong buyer interest and highlights the bullish sentiment that continues to fuel this cycle.
However, the recent price action suggests that bullish momentum is softening, with BTC beginning a minor pullback toward the broken $109K level. This area now acts as a crucial support zone. If renewed demand materializes at this level, Bitcoin could resume its upward trajectory toward the $115K mark and potentially higher.
Conversely, if selling pressure intensifies and the $109K level fails to hold, a deeper correction may unfold. In this scenario, a retest of the psychological $100K support becomes increasingly probable, potentially classifying the breakout as a bull trap, shaking investor confidence, and introducing volatility in the short term.
On the 4-hour chart, BTC maintains a bullish market structure, with a clear sequence of higher highs and higher lows. The price has consistently respected an ascending trendline, which remains a key dynamic support.
Following the breakout, Bitcoin is currently retracing toward this trendline as well as the broken $109K swing high. This confluence zone will play a pivotal role in determining the next move. Should it hold, a renewed rally toward the $115K resistance zone becomes highly likely.
However, if Bitcoin fails to hold this level and breaks below the trendline, it would signal short-term weakness, opening the door for a correction toward the $100K range.
While BTC has reached a new all-time high at $112K, a wave of profit-taking is naturally expected, particularly from short-term traders securing gains. However, a deeper look into on-chain metrics reveals a contrasting narrative among long-term holders, investors who have held BTC for over 150 days.
The LTH-SOPR has remained relatively low during this rally, especially when compared to the levels seen during Bitcoin’s surge to $73K in late-2024. Despite the price now being significantly higher, long-term holders are not showing signs of major profit realization. This indicates ongoing accumulation behavior, reflecting confidence in higher future valuations.
This divergence in behavior highlights that the current consolidation phase is likely driven by short-term holders and retail participants, rather than broader market distribution. If long-term holders continue to display conviction, Bitcoin is well-positioned to resume its uptrend following this short-term pause, with the potential to set new ATHs in the mid-term.
$BTC

Bitcoin Price Analysis: BTC Displays Signs of Weakness Following New All-Time High :
Bitcoin surpassed its all-time high of $109K earlier this week, reaching a new high of $112K. Despite this, the price exhibits slight bullish momentum, suggesting a potential consolidation at this level for the short term.
Bitcoin has officially broken above its previous all-time high of $109K, establishing a new peak around the $112K region. This breakout underscores strong buyer interest and highlights the bullish sentiment that continues to fuel this cycle.
However, the recent price action suggests that bullish momentum is softening, with BTC beginning a minor pullback toward the broken $109K level. This area now acts as a crucial support zone. If renewed demand materializes at this level, Bitcoin could resume its upward trajectory toward the $115K mark and potentially higher.
Conversely, if selling pressure intensifies and the $109K level fails to hold, a deeper correction may unfold. In this scenario, a retest of the psychological $100K support becomes increasingly probable, potentially classifying the breakout as a bull trap, shaking investor confidence, and introducing volatility in the short term.
On the 4-hour chart, BTC maintains a bullish market structure, with a clear sequence of higher highs and higher lows. The price has consistently respected an ascending trendline, which remains a key dynamic support.
Following the breakout, Bitcoin is currently retracing toward this trendline as well as the broken $109K swing high. This confluence zone will play a pivotal role in determining the next move. Should it hold, a renewed rally toward the $115K resistance zone becomes highly likely.
However, if Bitcoin fails to hold this level and breaks below the trendline, it would signal short-term weakness, opening the door for a correction toward the $100K range.
While BTC has reached a new all-time high at $112K, a wave of profit-taking is naturally expected, particularly from short-term traders securing gains. However, a deeper look into on-chain metrics reveals a contrasting narrative among long-term holders, investors who have held BTC for over 150 days.
The LTH-SOPR has remained relatively low during this rally, especially when compared to the levels seen during Bitcoin’s surge to $73K in late-2024. Despite the price now being significantly higher, long-term holders are not showing signs of major profit realization. This indicates ongoing accumulation behavior, reflecting confidence in higher future valuations.
This divergence in behavior highlights that the current consolidation phase is likely driven by short-term holders and retail participants, rather than broader market distribution. If long-term holders continue to display conviction, Bitcoin is well-positioned to resume its uptrend following this short-term pause, with the potential to set new ATHs in the mid-term.
$BTC
HarryPotterObamaSonic10Inu (ERC-20)のソーシャルデータ
直近24時間では、HarryPotterObamaSonic10Inu (ERC-20)のソーシャルメディアセンチメントスコアは3で、HarryPotterObamaSonic10Inu (ERC-20)の価格トレンドに対するソーシャルメディアセンチメントは強気でした。全体的なHarryPotterObamaSonic10Inu (ERC-20)のソーシャルメディアスコアは0で、全暗号資産の中で534にランクされました。
LunarCrushによると、過去24時間で、暗号資産は合計1,058,120回ソーシャルメディア上で言及され、HarryPotterObamaSonic10Inu (ERC-20)は0.01%の頻度比率で言及され、全暗号資産の中で265にランクされました。
過去24時間で、合計166人のユニークユーザーがHarryPotterObamaSonic10Inu (ERC-20)について議論し、HarryPotterObamaSonic10Inu (ERC-20)の言及は合計124件です。しかし、前の24時間と比較すると、ユニークユーザー数は減少で10%、言及総数は減少で11%増加しています。
X(Twitter)では、過去24時間に合計0件のHarryPotterObamaSonic10Inu (ERC-20)に言及したポストがありました。その中で、0%はHarryPotterObamaSonic10Inu (ERC-20)に強気、0%はHarryPotterObamaSonic10Inu (ERC-20)に弱気、100%はHarryPotterObamaSonic10Inu (ERC-20)に中立です。
Redditでは、過去24時間にHarryPotterObamaSonic10Inu (ERC-20)に言及した8件の投稿がありました。直近の24時間と比較して、HarryPotterObamaSonic10Inu (ERC-20)の言及数が33%増加しました。
すべてのソーシャル概要
3