According to a new report published by Crypto Asset Management companies Bitise Asset Management and UTXO Management, institutions inflowing into Bitcoin will have more than $400 billion by the end of 2026.
These investments are expected to lead to a total accumulation of 4.2 million BTC.
Inflows into Bitcoin are expected to reach $300 billion in 2025, with over $120 billion in facilities, which is expected to reach $300 billion in 2026. This rapid growth is driven not only by the private sector but also by the national support strategy.
Following the announcement in March that President Donald Trump would establish a strategic Bitcoin reserve, bills aimed at converting confiscated Bitcoin into financial assets have emerged in more than 20 states. Once these initiatives, led by states such as New Hampshire and Arizona, become law, we expect an additional $19 billion in capital flow to Bitcoin.
According to the report, four other countries, including at least five US states and Bhutan, are expected to establish their own Bitcoin Reserve by 2026. This process is expected to increase the number of published Bitcoin Treasury Ministry. Companies such as MicroStrategy are expected to add more than 1 million BTC to their portfolios.
By 2026, these companies are expected to focus on Bitcoin-based yield strategies such as lending and staking, further increasing interest among institutional investors.
“We are entering a new era of Bitcoin adoption, not driven by the hype cycle, but by the foundations of the balance sheet, sovereignty strategies and long-term debt,” said Guillaume Girard, research director at UTXO Management.
“For the next 18 months, Bitcoin will solidify its position as a global store of value,” said Juan Leon, senior investment strategist at Bitwise.
*This is not investment advice.
