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along withSpot goodsBitcoin ETFs inject $5 billion to $10 billion into the market every quarter, institutional demand for Bitcoin is accelerating.
This new wave of funding is tightening Bitcoin’s supply and reinforcing its long-term bullish structure.
Hong Kim, chief technology officer of Bitwise, quoted data from Farside Investors as saying,ETF capital inflows have formed a “clock-like” stabilizing force, described it as “a long-term trend that even the four-year cycle cannot stop” and predicted that “it will rise again in 2026.”
The continued inflow of funds reflects deep changes in the way traditional finance interacts with Bitcoin.Once dismissed as a speculative commodity, the flagship cryptocurrency is now being channeled through regulated investment vehicles, bringing predictable and sustained liquidity.
Global crypto funds (including Bitcoin and Ethereum-themed products) have exceeded US$250 billion in assets under management,It shows that institutions are incorporating digital assets into diversified investment portfolios.
The steady inflow of institutional capital not only pushes up the price, but also reshapes the supply pattern of Bitcoin.
Andrei Dragos, Head of European Research at Bitwise, disclosed,In 2025, institutions have purchased a total of 944,330 Bitcoins, exceeding the 913,006 total last year.
In comparison,Miners have produced only 127,622 new coins this year, and institutional purchases are 7.4 times the supply of new coins.
This imbalance stems from the SEC’s final approval of a spot Bitcoin ETF in 2024.
The approval triggered a structural change: demand for regulated funds suddenly exceeded supply, reversing the sluggish institutional participation caused by policy uncertainty between 2020 and 2023.
BlackRock’s entry through the iShares Bitcoin Trust was symbolic, prompting other giants to follow suit.
As U.S. policy signals get warmer and Bitcoin’s recognition as a treasury reserve asset increases, this trend will continue into 2025.Some companies with government backgrounds have begun to include Bitcoin directly on their balance sheets, highlighting their increasing institutional credibility.
Given that there are still nearly three months left in the year and capital inflows have not slowed down,Analysts expect Bitcoin supply shortage to worsen.
The gap between issuance and demand shows that ETF-driven asset accumulation has changed market fundamentals, causing Bitcoin to gradually lose its speculative attributes and transform into a global financial instrument with sustained institutional demand.
