Institutional Bitcoin Buyers Quietly Take the Lead
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While retail participation remains subdued, institutional investors are once again stepping in. Spot Bitcoin ETFs have resumed attracting capital, pushing the sector beyond $120 billion in assets. At the same time, public companies continue building Bitcoin treasuries, following the strategy popularized by large corporate adopters.
This institutional demand has grown increasingly important as broader market confidence improves. With equity markets holding near record levels, large investors appear more comfortable allocating to Bitcoin through regulated vehicles, potentially laying the groundwork for a renewed push toward the psychologically important $100,000 mark—even without retail momentum.