
- Bitwise’s forecast signals major bitcoin accumulation by 2026.
- Institutions to hold 20% of Bitcoin supply.
- Over $426 billion in Bitcoin projected.

In a significant development, Bitwise Asset Management predicts a substantial increase in institutional and nation-state Bitcoin holdings by 2026, with projections reaching 4.27 million BTC. This forecast highlights the growing acceptance of Bitcoin as a reliable asset. Leading figures Guillaume Girard and Juan Leon emphasize the strategic importance of Bitcoin in national and institutional portfolios. President Donald Trump’s initiative for a U.S. Bitcoin reserve further reinforces this trend.
The forecast predicts a shift, with roughly 20% of the total Bitcoin supply moving onto institutional balance sheets, representing a substantial financial movement. Bitcoin treasury companies are expected to significantly increase their holdings, as seen with MicroStrategy’s aggressive acquisition strategies.
By 2025, institutional investments in Bitcoin may exceed $120 billion, with an additional $300 billion by 2026. This reflects a changing financial landscape characterized by geopolitical tensions and fiat currency concerns. The prediction anticipates that at least five U.S. states and four countries will establish strategic Bitcoin reserves, emphasizing its growing global acceptance.
Insights suggest that as Bitcoin’s regulatory framework evolves, it will continue to appeal to institutions. Policies enabling Bitcoin conversion to treasury assets in 20 states could channel $19 billion into Bitcoin, further stabilizing its footing in global markets.
“We’re entering a new era of Bitcoin adoption—one that is not driven by hype cycles, but by balance sheet fundamentals, sovereign strategy, and long-term fiduciary mandates.” – Guillaume Girard, Research Lead, UTXO Management
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