Main takeout:
SPOT BITCOIN ETF has already surpassed the gold ETF in its initial growth and has reached $ 100 billion annually by 2027.
The publicly listed companies and countries are currently holding almost 1.7 million BTC and pointing out long -term trust.
Bitwise projected $ 120 billion in bitcoin by 2025 and $ 300 billion in 2026.
Bitcoin (BTC) is expected to induce significant capital inflow to assets for the next few years, including publicly listed companies, sovereignty funds, ETFs (ETFs) and countries that build the Bitcoin Treasury. According to the Crypto Index Fund Management company, the inflow of Bitcoin is expected to be $ 120 billion by the end of 2025 and $ 300 billion in 2026.
In the recent report “We predict the institutional flow to Bitcoin in 2025/2026” Bitwise revolutionized the gold investment by surpassing the initial success of Bitcoin ETFS in 2024. The Bitcoin ETF reached the management (AUM) (AUM) ($ 125 billion, 20 times faster than GLD) within 12 months, and Bitcoin developed gold into a great performance, resulting in $ 100 billion in inflow every year by 2027.
Despite this surge, due to the compliance policy of major companies such as Morgan Stanley and Goldman Sachs, the $ 2 billion bitcoin demand has been maintained by a $ 6 billion Bitcoin demand by managing $ 2 billion in customer assets. Although these companies need many years of performance, the increase in BTC ETF legitimacy is expected to unlock this capital.
Jurrien Timmer, director of Global Macro in Fidelity, signaled the possibility of acquiring GOLD’s role as a storage of more than $ 100,000 in Bitcoin transactions. His analysis also pointed out the convergence of the Sharpe ratio of Bitcoin and GOLD, which suggests that two assets are increasing in terms of risk adjustment revenue.
Related: Bitcoin price ‘breeder’ as short -term traders recognize $ 11.6B
Bull, bear and basic cases for btc asset allocation
In addition to ETFs and asset management companies, Bitcoin’s appeals as a preliminary asset of Bitcoin are rising among public, private companies and sovereignty countries. The company with Bitcoin in this book currently owns 1,146,128 BTC with 1,146,128 BTC and accounts for 5.8%of BTC’s total supply.
The sovereign state, along with the United States (207,189 BTC), China (194,000 BTC) and the United Kingdom (61,000 BTC), jointly owns 529,705 BTC ($ 57.8 billion).
Bitwise Senior Investment Strategist Juan Leon, UXTO Research Lead Guillaume Girard, and research analysts explained BEAR, BASE and BULL CASE scenarios, looking forward to constant asset allocation for BTC.
In the case of bears, only 1% of gold reserves were used to Bitcoin and drove $ 32.3 billion (323,000 BTC or 1.54%). In several US states, BTC reserves were added to $ 6.5 billion, and asset management platforms allocated 0.1% ($ 60 billion) of assets. Public companies donated an additional $ 58.9 billion, resulting in a total inflow of more than $ 150 billion.
The basic case is to create a 5% national assignment and generate $ 161.7 billion (1,617,000 BTC or 7.7%). The US government raised adoption to 30% ($ 19.6 billion), asset platforms allocated 0.5% ($ 300 billion), and public companies doubled to $ 117.8 billion. This scenario coincides with $ 120 billion in Bitwise by 2025 and $ 300 billion by 2026, accounting for 20.32%of Bitcoin supply.
In the case of bulls, the swap leads to $ 323.4 billion (3,234,000 BTC or 15.38%) from 10%of national gold to bitcoin. Adoption in the US has increased to 70% ($ 45.8 billion), asset platforms have been assigned 1% ($ 600 billion), and public companies have four times to $ 235.6 billion. This inflow can absorb 4,269,000 BTC and exceed $ 426.9 billion.
The acceleration of institutional investors and the government’s interest in BTC is increasing trust in Bitcoin’s long -term value. As 94.6%of the supply has already been mined (as of May 2025, 19,868,987 BTC) Bitcoin is considered to be a hedge to fight inflation and currency.
Related: Do Bitcoin Bulls secure $ 110K before the $ 13.8B option of BTC expires?
This article does not include investment advice or recommendation. All investment and trading measures include risks, and the reader must do his own research when making a decision.