Bitcoin is making headlines once again in 2026, with a remarkable statistic indicating that institutions are acquiring Bitcoin (BTC) at an impressive rate, surpassing the amount generated by miners.
Key Highlights:
- For eight consecutive days, institutions have been identified as "net buyers" of Bitcoin, according to a specialized tracking metric.
- This sustained buying trend has historically led to an average price increase of nearly 110% since 2020.
- After experiencing three months of declining prices, Bitcoin seems poised for a rebound.
In fact, institutions are purchasing approximately 76% more Bitcoin than what miners are contributing to the market. Recent analysis from Capriole Investments, a firm specializing in quantitative Bitcoin and digital assets, reveals that institutional buying has significantly outstripped mined supply by this striking margin.
Following a period of market uncertainty around the New Year, resulting from two months of decreased demand, major corporate entities are rediscovering their interest in Bitcoin. The Net Institutional Buying metric from Capriole, which accounts for acquisitions by corporate treasuries and U.S. spot Bitcoin exchange-traded funds (ETFs), has reported eight consecutive days of positive net buying activity. This indicates that on each of those days, the demand from institutions exceeded the new Bitcoin produced by miners, culminating in an excess demand of 76% on Monday alone.
Charles Edwards, the founder of Capriole, expressed optimism based on this data, noting on X that historically, when institutional buying turns positive compared to new supply from miners, Bitcoin tends to experience significant price increases. Since 2020, the average gain following such a shift has been around 109%, with the previous instance resulting in a 41% price surge.
Looking ahead, there’s speculation about Bitcoin potentially reclaiming the $100,000 mark in January. Network economist Timothy Peterson contributed to this bullish sentiment, highlighting that historically, the odds favor a return to above $100,000 this month. He pointed out that Bitcoin has faced three consecutive months of price declines, a scenario that has only occurred nine times since 2015. "What happens next? In the month following such occurrences, Bitcoin has recorded positive gains 67% of the time. However, it’s worth noting that the three negative outcomes were all in 2018, marking the conclusion of that bear market," Peterson elaborated on X.
While Peterson calculated a smaller average gain of about 15% based on this historical pattern, Bitcoin did see a bounce back to $94,000 following Monday’s opening on Wall Street, reaching levels not seen since mid-November.
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