Institutional ownership of Bitcoin has reached a record high, with over 10% of the total BTC supply now held by public companies, ETFs, and investment trusts. Data from Capriole Investments reveals that institutional holdings have grown from 4% to 10% in just 18 months, now valued at over $250 billion. Demand from institutions is absorbing Bitcoin at a rate ten times higher than new supply from mining, a trend that historically precedes major price surges. Analysts also note a strong correlation between institutional trading activity on Coinbase and Bitcoin price movements. With companies like MicroStrategy leading the charge, experts predict Bitcoin could soon surpass $118,000 as institutional demand continues to outstrip supply.
about Institutions Hold 10% of Bitcoin Supply as Demand Surges
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Capriole Investments
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Bitcoin Hits Record $122K as Experts Predict Liquidity Boom
Bitcoin reached a new all-time high above $122,000 on 14 July, continuing its strong rally with a 16% monthly gain. Charles Edwards, CEO of Capriole Investments, believes this surge is only the start of a broader ‘liquidity supercycle’ that could drive the cryptocurrency market well into 2025. His analysis points to sustained growth fueled by macroeconomic liquidity trends, positioning Bitcoin for long-term dominance in the digital asset space.
about Bitcoin Hits Record $122K as Experts Predict Liquidity BoomBitcoin Surges Past $118K, Wipes Out $1.25B in Shorts
Bitcoin’s price surged past $118,000, erasing $1.25 billion in short positions in a single day. Analysts like Charles Edwards of Capriole Investments highlight corporate treasury demand, with public companies adding a record 159,107 BTC in Q2. VanEck’s Matthew Sigel points to macro tailwinds, including Fed rate cut expectations and stablecoin legislation, as catalysts for further gains. The rally unfolds amid a supportive macro backdrop, with Fed Governor Waller signaling openness to rate cuts. However, technicians caution that sustaining momentum above $110,000 is critical to avoid a failed breakout. At press time, BTC traded at $117,854.
about Bitcoin Surges Past $118K, Wipes Out $1.25B in ShortsGlobal Money Supply Surge: Bullish Signal for Bitcoin?
The Global Money Supply has hit a 9% yearly growth rate, a rare signal that has historically preceded major Bitcoin bull rallies. According to Capriole Investments founder Charles Edwards, similar surges in 2017 and 2020 led to average BTC gains of 460%. The current fiat supply expansion, driven by central banks, could once again fuel Bitcoin’s price. Separately, the Bitcoin network recorded its largest-ever movement of coins older than ten years—81,000 BTC ($8.8 billion)—though demand remains bullish. Bitcoin is currently trading at $108,400, up 0.7% over the past week.
about Global Money Supply Surge: Bullish Signal for Bitcoin?Bitcoin Rally Pauses as Bearish Sentiment Grows
Bitcoin’s upward momentum from April lows has paused, with short-term holders selling and derivatives data indicating bearish sentiment. Spot inflows remain strong at $4.63 billion over 14 days, but analysts argue a breakout may need a macro or liquidity catalyst. The $94,000-$99,000 range is seen as crucial support, with downside risk limited unless these levels break. ETF inflows continue, but market direction may hinge on the Federal Reserve’s upcoming meeting. Long-term holders are also adding selling pressure, making a push above $110,000 unlikely without significant drivers.
about Bitcoin Rally Pauses as Bearish Sentiment GrowsBitcoin’s $100K Stalemate: Whales Dump, Treasuries Buy
Bitcoin’s stagnation above $100,000 reflects a complex redistribution, with long-term holders (LTHs) offloading positions to corporate treasuries and institutional buyers, according to analysts like Charles Edwards of Capriole Investments. On-chain data shows aggressive accumulation by 6M+ holders, historically a bullish signal, though broader fragility remains. The ETF boom may fuel redistribution rather than net demand, as OTC desk activity bypasses order books, dampening price impact. Early adopters may also be migrating to ETFs or traditional custody, though Edwards disputes this as the primary driver. Market fragmentation means large orders have uneven effects, explaining why ETF inflows haven’t pushed prices higher. The flywheel of treasury adoption has momentum, but volatility may loom as consolidation phases often precede major moves. BTC traded at $108,044 at press time.
about Bitcoin's $100K Stalemate: Whales Dump, Treasuries BuyBitcoin Stagnates as Long-Term Holders Sell to Institutions
Bitcoin’s price has struggled to break past $100K despite significant institutional interest, with long-term holders offloading their positions since the introduction of spot Bitcoin ETFs in early 2024. Capriole Investments founder Charles Edwards notes that these early investors are ‘dumping on Wall Street,’ counterbalancing institutional demand. This selling pressure has kept Bitcoin’s price range-bound, raising questions about when the market will see sustained upward momentum.
about Bitcoin Stagnates as Long-Term Holders Sell to InstitutionsBitcoin Tracks Gold: What’s Next for BTC?
Bitcoin has been tracking Gold’s historical price movements, particularly around all-time highs (ATH), according to analyst Charles Edwards. Both assets showed similar consolidation phases before breaking out, though Bitcoin’s volatility remains twice as high. Edwards suggests that if BTC follows Gold’s path, a significant surge could be imminent, especially if it closes above $110K. Meanwhile, institutional DeFi provider Sentora reveals that individual investors hold 69.4% of Bitcoin’s supply, while ETFs and businesses own smaller portions. Currently, BTC is trading around $104,200, down 4% over the past week.
about Bitcoin Tracks Gold: What's Next for BTC?Bitcoin to $200K? Why Altcoins Lag Behind in 2024
In an interview with crypto researcher Juhyuk Bak, Capriole Investments CEO Charles Edwards outlined a stark divergence in crypto markets: Bitcoin could double to $150K–$200K in 2024, fueled by institutional demand, ETF inflows, and positive macro indicators like the Capriole Macro Index. However, altcoins face structural headwinds, with only 5% above their 200-day moving averages, reflecting retail fatigue and a shift toward Bitcoin-centric investments. Edwards attributes this to post-FTX risk aversion, broken tokenomics, and the dominance of regulated Bitcoin products. He also highlights evolving market dynamics, such as diminished miner influence and the rise of quantum computing equities as a high-growth alternative. While altcoins may rally later, Edwards stresses that Bitcoin’s dominance must peak first—mirroring late 2020’s cycle. Gold remains a strategic hedge, but the focus should stay on macro liquidity and Fed policy. At press time, BTC traded at $105,557.
about Bitcoin to $200K? Why Altcoins Lag Behind in 2024Bitcoin Poised for 50% Rally by November: Expert Analysis
Bitcoin’s price is currently above $108,000, with Capriole Investments founder Charles Edwards forecasting a 50% rally by November. Edwards cites a unique convergence of macro, technical, and on-chain indicators as the most bullish setup for Bitcoin at all-time highs. The ‘Hard Asset Era,’ marked by gold’s outperformance over equities, suggests Bitcoin could follow with even steeper gains. Recent policy shifts, including Basel III rules and spot-Bitcoin ETF approvals, have strengthened institutional demand. Technical analysis shows Bitcoin’s recovery from $75,000 to $90,000 as a ‘fake-out,’ signaling a new upward trend. While policy risks like tariff disputes exist, Edwards remains optimistic, especially if Bitcoin stays above $104,000.
about Bitcoin Poised for 50% Rally by November: Expert Analysis