Key Takeaways:
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Bitcoin ETF spots have exceeded the Golden ETFs in the early growth, with hopes of $ 100 billion in the annual flow of 2027.
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Listed in public companies and country-states are currently holding about 1.7 million BTCs, pointing to long-term confidence.
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Bitwise projects of $ 120 billion in Bitcoin flows by 2025 and $ 300 billion by 2026.
Bitcoin (BTC) Demand from a diverse set of investors-including those who are publicly listed in companies that build bitcoin wealth, sovereignty funds, funds exchanged (ETF), and countries-states-is expected to drive a huge capital flow to property in the coming years. According to the Crypto Index Fund Management Firm Bitwise, the Bitcoin flowing can reach $ 120 billion by the end of 2025, with an additional $ 300 billion expected in 2026.
In its recent report, “Forecasting institutional flow to Bitcoin in 2025/2026“ Bitwise highlights that the US saw the Bitcoin ETFs recorded $ 36.2 billion in net inflows in 2024, which exceeded the early success of the SPDR Gold Shares (GLD), which changed the investment of gold. Bitcoin ETFs reached $ 125 billion in assets under Management (AUM) for 12 months -20 times faster than GLD -Projecting Bitcoin to overcome gold significantly, with flowing potential travel to $ 100 billion annually by 2027.
Despite this progress, $ 35 billion in Bitcoin’s demand remained away in 2024 due to risk compliance with major corporations such as Morgan Stanley and Goldman Sachs, which manages $ 60 trillion in client assets. These firms require multi-year track records, but BTC ETF’s growing legitimacy is expected to unlock this capital.
Jurrien Timmer, director of Global Macro in Fidelity, said Bitcoin trading of over $ 100,000 indicates the potential to occupy the role of gold as a value store. His analysis is also directed at the recent linking of the ratios of Bitcoin and Gold’s Sharpe, suggesting that both properties are becoming more comparable to the terms of the adjusted returns.
Related: The price of Bitcoin ‘Breather’ is expected as short -term realized $ 11.6B in revenue
Bull, bears and base cases for BTC wealth allocation
In addition to ETFs and wealth management companies, Bitcoin’s appeal as an asset reserve is rising in public, private companies and sovereign countries. The companies with Bitcoin in the books at present hold around 1,146,128 btc, It costs $ 125 billion, providing 5.8% of the total BTC supply.
Sovereign Nations collectively holds 529,705 BTC ($ 57.8 billion), including 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 analysts Owens expects an ongoing wealth allocation to the BTC, and structured bear, base, and bull case situations.
In the case of the bear, the countries-states once again gave 1% of their gold reserves to Bitcoin, driving $ 32.3 billion in flows (323,000 BTC or 1.54% of the supply). Multiple US states have created BTC reserves at 10%, increasing $ 6.5 billion, while wealth management platforms are allocated 0.1% of properties ($ 60 billion). Public companies have contributed another $ 58.9 billion, bringing a total flow to more than $ 150 billion.
The base case imagines a 5% state of the country’s reallocation, making up $ 161.7 billion (1,617,000 BTC or 7.7% of the supply). US states raised their adoption to 30% ($ 19.6 billion), wealth platforms provided 0.5% ($ 300 billion), and public companies doubled their holdings to $ 117.8 billion. This situation aligned with the Bitwise estimation of $ 120 billion by 2025 and $ 300 billion by 2026, getting 20.32% of the Bitcoin supply.
In the case of Bull, a 10% gold-changing country in Bitcoin is pushing $ 323.4 billion into flow (3,234,000 BTC or 15.38% of the supply). U.S. state adoption increases to 70% ($ 45.8 billion), wealth platforms allocate 1% ($ 600 billion), and public companies have quadruple their holdings at $ 235.6 billion. Together, these flows can exceed $ 426.9 billion, absorbing 4,269,000 BTC.
Investing in the institutional and government’s interest in the BTC emphasizes the growing trust in the long -term value of Bitcoin. With 94.6% of its supply mined (19,868,987 BTC to May 2025), Bitcoin is increasingly viewed as a fence against inflation and fiat currency debasement.
Related: Can the Bitcoin Bulls be able to check for $ 110K before BTC’s $ 13b options are expected?
This article does not contain investment advice or recommendations. Every transfer of investment and trading involves risk, and readers should conduct their own research when deciding.
