Institutional Bitcoin Demand Cools as Bull Market Roars Elsewhere | US Crypto News
Institutional Bitcoin ETF inflows, particularly BlackRock's, have significantly slowed, contrasting with the strong performance in AI-driven US equity markets.Summary
Fresh data indicates that institutional enthusiasm for Bitcoin is cooling, evidenced by a sharp drop in net weekly inflows for BlackRock's spot Bitcoin ETF to under 600 BTC over the last three weeks, a significant decline from the over 10,000 BTC weekly inflows seen before major rallies.
This slowdown in institutional accumulation contrasts sharply with the ongoing bull market in traditional US equities, which is being fueled by AI-driven sectors like tech. While Bitcoin's price has struggled, BlackRock recently moved a substantial amount of BTC to Coinbase, which analysts suggest is likely portfolio realignment rather than selling.
Market sentiment remains divided, with equity strategists like Evercore ISI maintaining a bullish outlook on stocks, projecting the S&P 500 to reach 7,750 by 2026, highlighting a current tension where AI exuberance absorbs liquidity while Bitcoin's institutional narrative pauses.
(Source：BeInCrypto)