Bernstein: Institutions Are Coming for $330B in Bitcoin — $200K in Sight? 🧱🚀
The floodgates might just be cracking open.
According to Bernstein, corporate demand for $BTC is set to explode, with institutions expected to buy up to $330 billion worth of Bitcoin.
This isn’t a maybe. This is already happening.
Receipts:
• MicroStrategy now holds $24B in BTC — and is raising another $42B to buy more
• US spot ETFs have already locked in $60B since Jan 2024
• In 2025, net inflows into ETFs could hit $70B+
• Total ETF assets might climb to $190B, driven by hedge funds & pensions
Public companies now hold 3.4% of all BTC — up from just 1.3% at the end of 2023. That’s nearly 3x growth in corporate conviction.
Bernstein says short-term BTC/gold or BTC/Nasdaq correlations are noise.
The real alpha? Watch capital flows, not charts.
This is no longer “will they buy?”
It’s “how much more can they afford to wait?”
$200K BTC is no longer a moonshot.
It’s the logical endpoint of serious players loading up.
Is your bag ready for the next wave?
Drop your take below — are we front-running institutions or finally riding with them? 👇📈
