Major institutional research update 📊｜Large investors quietly added $ZEC $DOGE $BTC during the sharp selloff
Key signals emerged from a Bitwise interview with 15 major institutions ✨:
During the steep downturn from 2025.10 to 2026.4, when losses approached 50%, these institutions not only held their positions—many actually increased their holdings against the trend!
Meanwhile, some sovereign wealth funds that have yet to enter the market are conducting due diligence and planning large Bitcoin allocations.
However, institutions acknowledge that establishing the necessary legal and regulatory framework will take more than a year. The entry of long-term capital is a slow-moving process, but the overall direction is already clear.
Currently, most institutions allocate around 1%–2% of their investable assets, with allocations ranging from 0.5% to 13%.
All institutions surveyed hold BTC. Bitcoin is their earliest, largest, and longest-held crypto position.
Mid-term view 📝: The institutions’ core “bottom-position” thesis remains intact—BTC is still the market’s main focus. Don’t let short-term volatility shake you out; stay focused on the broader trend!
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