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
KelpDAO Hacker Launders 34,500 ETH Worth $80M, Swaps Majority to BTC via Cross-Chain Protocol
Gate News message, April 22 — KelpDAO hacker began laundering ETH yesterday afternoon (April 21) and has since moved 34,500 ETH, valued at approximately $80 million, according to monitoring data. The majority of the stolen ETH has been swapped to BTC through a major
GateNews10m ago
Polymarket launches sustainable contracts: 10x leverage trading for BTC, NVDA, and gold
Polymarket announced on April 21 that it will launch sustainable contracts. The first batch of underlying assets will be Bitcoin, NVDA, and gold, with up to 10x leverage and 24/7 trading. It is now open to an early-user whitelist. After completing the CFTC DCM registration, it is able to offer long-position futures and perpetual contracts in the United States, with no expiration date. Around the same time, Kalshi announced a competing product, and market rumors suggest that the new round’s financing valuation is too high. Details such as fees, margin, and liquidation are pending publication ahead of the official launch.
ChainNewsAbmedia18m ago
Bitcoin at $79,959 Would Trigger $1.573B in Short Liquidations Across Major CEX
Gate News message, April 22 — According to Coinglass data, if Bitcoin breaks above $79,959, cumulative short liquidations across major centralized exchanges would reach $1.573 billion.
Conversely, if BTC falls below $72,483, cumulative long liquidations across major CEX would reach $1.248 billion.
GateNews39m ago
Polymarket Launches Perpetual Contracts Trading for BTC, Gold, NVIDIA, AAPL and More
Polymarket launched perpetual contracts for leveraged long and short trades on assets like gold, BTC, NVIDIA, and AAPL, with early access for registered users.
GateNews43m ago
DDC Enterprise Reports Record $39.2M Revenue, Holds 2,383 BTC Worth $182M
DDC Enterprise reports 2025 revenue of $39.2M (+4.6%), holds ~2,383 BTC (~$182M) in the top 30, and unveils the AI-driven DDC Treasury Intelligence Platform for optimized Bitcoin fund management.
GateNews49m ago
Whale @Jason60704294 Reopens 717.491 BTC Long Position Worth $54.33M at $75,731.7
Bitcoin whale @Jason60704294 reopened a long, buying 717.491 BTC at $75,731.7 (~$54.33M); incomplete screenshot hints a larger position. The prior long was liquidated on April 14 at $73,500 with ~\$5M loss, possibly avoiding more losses if markets rallied.
Abstract: On-chain analyst Ai姨 reports that whale account @Jason60704294 has reopened a Bitcoin long by purchasing 717.491 BTC at $75,731.7, valued at about $54.33 million. A shared screenshot appears incomplete, suggesting the position could be larger. The account’s previous long was liquidated on April 14 at $73,500, incurring roughly $5 million in losses, but this loss may have shielded against further losses from a later rally.
GateNews1h ago
