Institutional Bitcoin Accumulation Continues Beneath the Surface
Once again, a powerful signal is showing beneath the surface as Bitcoin accumulation accelerates. Though movement in the Bitcoin price has paused and retail confidence is dwindling, on-chain data shows institutional investors are still steadily buying in, absorbing supply at scale.
A recent report by crypto analytics firm CryptoQuant has revealed that wallets possessing between 100 to 1,000 BTC—which include Bitcoin ETFs and other institutional entities—have accumulated hundreds of thousands of coins over the past year, indicating sustained institutional demand.
Demand for Bitcoin Grows, Indicating More Institutions
A statement from Ki Young Ju, founder of CryptoQuant, indicates that institutional demand for Bitcoin remains strong. The 100–1,000 BTC wallet cohort has seen a BTC inflow of around 577,000 BTC in the past 12 months.
Ju elaborated that excluding Bitcoin miners and cryptocurrency exchanges provides a clearer reading of real institutional demand.
Also Read : Morgan Stanley Files for Bitcoin and Solana ETFs as Wall Street Gets into Crypto
Why the 100–1,000 BTC Wallet Range Matters
Wallets in this bracket are assumed to be institutions, asset managers, and investment funds—especially following the rollout of US spot Bitcoin ETFs.
According to CryptoQuant statistics, the assets held by this category have risen by around 33% over the last two years, aligning closely with the launch and growth of regulated Bitcoin investment products.
Bitcoin ETFs Underscore the Recent Adoption Trend
Although Bitcoin has registered a year-to-date gain of about 6%, US spot Bitcoin ETFs have already recorded $1.2 billion in net inflows this year alone.
This divergence suggests institutions are positioning for long-term exposure, rather than chasing short-term price movements.
Long-Term Institutional Vision Extends Beyond Market Cycles
Many long-standing observers share the sentiment expressed by political economists such as Crypto-Seth, noting that institutions are increasingly preparing to invest in Bitcoin and Ethereum.
Few can yet envision what institutional crypto adoption could look like in 2030 or 2040, but positioning is already underway.
Corporate Treasuries Accelerate Bitcoin Accumulation
Supply Is Being Absorbed by Treasuries
Corporate treasuries holding digital assets are also contributing heavily to institutional Bitcoin accumulation. According to reports, firms led by Michael Saylor were involved in the acquisition of nearly 260,000 BTC since July—equivalent to roughly $24 billion at current prices.
As data from Glassnode indicates, this represents a 30% increase over the last six months, far outpacing the amount of new Bitcoin being mined. These treasuries now collectively hold more than 1.1 million BTC, significantly tightening available supply.
Retail Sentiment Turns Cautious Despite Institutional Buying
While institutions continue to accumulate, retail investors remain cautious. The Bitcoin Fear & Greed Index dropped into the “fear” zone this week after briefly entering “greed” territory for the first time since October. The index fell to 32 out of 100.
