Bitwise predicts: In 2026, institutions and countries will hoard 4.26 million Bitcoins.

With Bitwise predicting that by the end of 2026, governments and institutions around the world will hold more than $400 billion in Bitcoin, and BTC's strategic position is not as conceivable as it is today. (Synopsis: Bitwise predicts that the "four major US brokers" will open bitcoin ETFs at the end of the year, and the real bull market of national speculation is coming? (Background supplement: Bitcoin futures open interest "broke a new high of $80 billion" on-chain data takes you to see, is the market overheated? Asset manager Bitwise predicts that by the end of 2026, there will be 4.269 million bitcoins held by governments and large institutions around the world, worth more than $400 billion. Institutional and Country Holdings Forecast According to Bitwise and UTXO Management, countries and institutions around the world are expected to cumulatively hold 4.269 million bitcoins by the end of 2026, with a total value estimated at $426.9 billion. Institutional capital inflows are significant, expected to be around $120 billion in 2025 and likely to increase to $300 billion by 2026. According to the report, up to $161.7 billion has been allocated to bitcoin at the national level or by converting part of the gold reserves. The report describes that the core motivations for national adoption of bitcoin are diverse, including diversification of reserve assets, and see bitcoin as a decentralized tool to hedge against inflation, currency depreciation and geopolitical risks. For small countries, holding bitcoin can help strengthen economic sovereignty and reduce dependence on the traditional financial system. In times of global inflation or currency instability, Bitcoin is seen as a more robust store of value than domestic fiat currencies. In addition, the acceptance of Bitcoin also shows an open attitude towards fintech innovation, which is expected to attract foreign investment and talent. Key Factors for Institutional Entry On the institutional and corporate side, regulatory clarity and infrastructure maturity are the main drivers, such as the approval of spot Bitcoin ETFs in the United States, which significantly lowers the barrier to entry for institutions. In an environment of low interest rates, institutions seek high yields and portfolio diversification, and Bitcoin meets this need. Companies such as Strategy have also demonstrated the inclusion of Bitcoin in their treasury strategies. About 59% of institutional investors have allocated at least 10% of their portfolios to digital assets, indicating a shift in investment strategy from speculation to strategic allocation. The establishment of strategic bitcoin reserves in the United States is an important precedent. According to reports, the executive order authorizes the Treasury Department to accumulate up to 1 million BTC, or about 5% of the total supply, over a five-year period, to enhance financial stability and hedge fiat currency risks through budget-neutral acquisitions to promote bitcoin as a key strategic asset at a national level. The U.S. approach has a high chance of triggering global imitation. According to Bloomberg data, at least five U.S. states and four other countries are expected to follow. Senator Cynthia Lummis predicts that innovative debt financing related to bitcoin reserves may help reduce U.S. Treasuries in the long run. Popularized, what about the price? Large-scale institutional and state adoption is expected to have a profound impact on the Bitcoin market, potentially leading to significant structural supply-demand imbalances, triggering a "supply shock" in which demand increases and circulation supply decreases, which in turn supports price increases. Bitwise predicts that Bitcoin's strategic asset position will be more consolidated after mainstream recognition, with some forecasts pointing to a price range of $122,000 to $210,000 by the end of 2025. J.P. Morgan also expects bitcoin to outperform gold in the second half of 2025, thanks to institutional adoption. The long-term outlook is more optimistic, with prices expected to rise by $1.5 million to more than $2 million in 2030. Related stories Trump: The United States is the leader in Bitcoin, and he brought good news at the TRUMP Meme Dinner Party? Bitwise predicts that the "four major US brokers" will open bitcoin ETFs at the end of the year, and the real bull market of national speculation is coming? "Bitwise predicts: institutions and countries will hoard 4.26 million bitcoins in 2026" This article was first published in BlockTempo's "Dynamic Trends - The Most Influential Blockchain News Media".