Bitcoin inflows projected to reach $420B in 2026 — Bitwise
Bitcoin (BTC) demand is expected to surge due to interest from various investors, including companies, sovereign wealth funds, ETFs, and nations. Projected inflows could reach $120 billion by the end of 2025 and $300 billion in 2026. US spot Bitcoin ETFs saw $36.2 billion in net inflows in 2024, significantly outpacing gold ETFs. Despite $35 billion in sidelined demand due to compliance policies at major firms, the legitimacy of BTC ETFs is anticipated to unlock this capital. Companies currently hold 1,146,128 BTC, while sovereign nations hold 529,705 BTC. Scenarios for future wealth allocation to BTC include bear, base, and bull cases, with potential inflows ranging from $150 billion to over $426 billion depending on reallocations from gold reserves. Institutional and governmental interest in Bitcoin highlights its growing perception as a hedge against inflation and currency debasement.
