Key results:

• ETF Bitcoin Spot Bitcoin has already exceeded the golden ETF in early growth, with forecasts of $ 100 billion of annual inflows to 2027.

• Stock exchange companies and national states currently have almost 1.7 million BTC, pointing to long -term trust.

• BitWise designs $ 120 billion in Bitcoin influx until 2025 and $ 300 billion by 2026.

Bitcoin (BTC) demand on the part of various investors-including listed companies that build Bitcoin Treasuries, sovereign property funds, current funds (ETFS) and national states-he will find that in the coming years a significant capital inflow to assets. According to the company managing the Crypto Index BitWise fund, the influx to Bitcoin can reach $ 120 billion by the end of 2025, and an additional $ 300 billion expected in 2026.

In your last report, “Forecasting institutional flows to Bitcoin in 2025/2026” Bitise emphasizes that in the US ETF Bitcoin registered $ 36.2 billion net inflow in 2024, exceeding the early success of SPDR Gold (GLD) shares, which revolutionized gold investment. ETF Bitcoin reached $ 125 billion in managed assets (AUM) within 12 months – 20 times faster than GLD – introducing Bitcoin to significantly exceed gold, with a influx of potatoes to $ 100 billion a year until 2027.

Despite this height, $ 35 billion in demand for bitcoins remained moved to the side in 2024 due to the policy of compliance with them in the main corporations, such as Morgan Stanley and Goldman Sachs, which manage $ 60 trillion dollars of customer assets. These companies require many years of achievements, but it is expected that the growing ETF BTC ID will unlock this capital.

Jurrien Timmer, director of Global Macro in Fidelity, noticed that Bitcoin trading above 100,000 USD signals its potential to take over the role of Gold as a magazine of values. His analysis also pointed to the recent convergence of Bitcoin and Gold’s Sharpe indicators, which suggests that both assets are becoming more and more comparable in terms of corrected phrases.

Related: The expected bitcoin price “from now on, because short -term traders implement USD 11.6 billion profit

Bull, bear and basic matters for the allocation of the wealth of BTC

In addition to ETF and property management companies, the dismissal of Bitcoin as reserve assets is growing among public, private and sovereign countries. Companies with bitcoins in books now Keep around 1 146 128 btc, It is worth $ 125 billion, which is 5.8% of the total BTC supply.

Sovereign nations jointly has 529 705 BTC ($ 57.8 billion), and the United States (207 189 BTC), China (194,000 BTC) and Great Britain (61,000 BTC).

Senior Strategist for Bitwery, Juan Leon, UXTO Research, chairman Guillaume Girard and research analyst, Will Owens expects further allocation of BTC wealth and outlined the scenarios of bear, base and bulls.

In the case of the bear, nation -states realized only 1% of their gold reserves on bitcoin, driving $ 32.3 billion ($ 323,000 or 1.54% supply). Many US states have created BTC reserves at 10%, adding $ 6.5 billion, while the property management platforms allocated 0.1% of assets ($ 60 billion). Public companies have contributed another 58.9 billion dollars, which increased total revenues to over $ 150 billion.

The basic case provides for 5% of the nation -state’s realocation, generating USD 161.7 billion (USD 1,617,000 or 7.7% of supply). The US states raised the acceptance to 30% ($ 19.6 billion), the property platforms allocated 0.5% ($ 300 billion), and public companies doubled their shares to $ 117.8 billion. This scenario is in line with the BitWise forecast at $ 120 billion until 2025 and $ 300 billion by 2026, covering 20.32% of Bitcoin supply.

In the Bull 10%, the exchange of gold for Bitcoin with $ 323.4 billion affects inflows (3 234,000 BTC or 15.38% supply). The adoption of the US state increases to 70% ($ 45.8 billion), property platforms allocate 1% ($ 600 billion), and public companies raise their shares four times to $ 235.6 billion. In total, these inflows can exceed $ 426.9 billion, absorbing $ 4,269,000.

The acceleration of the interest of the institutional investor and the BTC government emphasizes the growing trust in the long -term Bitcoin value. Of the 94.6% of its supply already extracted (19 868 987 BTC from May 2025), Bitcoin is increasingly seen as protection against inflation and currency housing.

Related: Will Bitcoin Bulls secure $ 110,000 against the expiry of the BTC option in the amount of USD 13.8 billion?

This article does not contain investment advice or recommendations. Each investment and commercial movement involves risk, and readers should conduct their own research when making decisions.