The U.S. became a net importer of Bitcoin for the first time in 2026—institutional investors are buying, while retail investors are selling

Chainalysis report: For the first time since 2022, the U.S. became a net importer of $BTC in 2026.
Since spot ETFs launched, the U.S. share of global Bitcoin activity has risen in every reporting period.
Over the same period, the U.S. crypto economy was worth about $2.78 trillion, down slightly by 2.2% quarter over quarter; overseas payments using dollar-backed stablecoins continued to expand.
Institutions keep buying on net, while retail investors are net sellers—is “smart money” betting against the crowd again?

What do you think will happen over the next few months?
Reply 1: Institutions will keep accumulating
Reply 2: Retail investors selling too early is the norm; better to wait and see
Reply 3: Net imports are only temporary; the trend will soon reverse

#币安广场 $BTC