January 20 News, on-chain data analysis platform CryptoQuant pointed out that institutional demand for Bitcoin remains strong into early 2026. Data shows that the number of wallets holding 100 to 1,000 BTC continues to increase, a scale often regarded as a significant indicator of institutional investors and related financial products, reflecting that the US market’s willingness to allocate to Bitcoin has not cooled down.
CryptoQuant founder Ki Young Ju stated on Tuesday that over the past year, such wallets have added approximately 577,000 BTC, including holdings related to spot Bitcoin ETFs, and the inflow trend continues. On-chain statistics also show that in the past 24 months, the Bitcoin holdings of these addresses have increased by about 33%, a timeline that closely coincides with the launch of the first spot Bitcoin ETFs.
From a capital perspective, although Bitcoin’s price has only risen slightly by about 6% this year, the net inflow of US spot Bitcoin ETFs has reached $1.2 billion, indicating that institutional investors are more focused on long-term allocation value rather than short-term price fluctuations. Political economist Crypto Seth commented that institutions’布局 in Bitcoin and Ethereum is still in the early stages, and the market landscape from 2030 to 2040 could be far beyond current understanding.
In addition to ETFs, the expansion of digital asset funds has also driven institutional holdings upward. Since July last year, cryptocurrencies like Strategy, led by Michael Saylor, have accumulated about 260,000 BTC, valued at nearly $24 billion at current prices. Glassnode data shows that related holdings have increased by about 30% over six months, significantly surpassing the new supply from miners during the same period. Currently, DAT’s total holdings exceed 1.1 million BTC.
In contrast to institutions, retail investor sentiment remains cautious. The Bitcoin Fear and Greed Index this week fell back into the “fear” zone, with a score of 32. Due to US-EU trade tensions, Bitcoin’s price has fallen from the previous high of $97,000 to below $92,000, with short-term volatility intensifying. However, from a medium- to long-term perspective, the continued accumulation of institutional demand is still regarded as an important foundation supporting Bitcoin’s trend into 2026 and beyond.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
BTC rises 0.61% in 15 minutes: Exchange net outflows surge while spot buying demand resonates to drive gains
Between 2026-03-20 17:45 and 2026-03-20 18:00 (UTC), BTC recorded a +0.61% gain, with prices ranging from 69568.5 to 70022.1 USDT, and a 15-minute volatility of 0.65%. During this price movement, market attention increased significantly, with active spot market trading, buying pressure pushing prices higher, and volatility notably exceeding daily average levels.
The primary driver of this price movement was exchange net outflows reaching a new high in nearly a year, reaching 32,000 BTC on that day, with cumulative net outflows over the past week totaling 47,7
GateNews22m ago
Trader James Wynn Opens 40x Leveraged BTC Short After Claiming $5,565 Reward from Hyperliquid
Gate News reports that on March 20th, according to Onchain Lens monitoring, on March 21st, trader James Wynn claimed a $5,565 reward from Hyperliquid, and subsequently opened a 40x leveraged BTC short position at an entry price of $69,959.
GateNews1h ago
Bitcoin faces further downside as analyst marks $60k as key level
Professional trader Alessio Rastani has revised his Bitcoin outlook, suggesting the market could slip below $60,000 before a meaningful bottom forms. In a recent Cointelegraph interview, Rastani explained that while Bitcoin staged a brief recovery earlier this year, the shape of that bounce does
CryptoBreaking1h ago
Strategy CEO: If Morgan Stanley Allocates 2% of AUM to BTC, It Could Bring Potential $160 Billion in Buy Orders
Strategy Chief Executive Officer Phong Le pointed out that if Morgan Stanley's wealth management business, which manages $8 trillion in assets, allocates 2% to Bitcoin, it would bring approximately $160 billion in buying pressure to the market, potentially significantly impacting Bitcoin's price and liquidity.
GateNews1h ago
