Major institutional research update 📊｜Large capital quietly adds $ZEC $DOGE $BTC during the sharp selloff
In a Bitwise interview with 15 major institutions, key signals were revealed ✨:
During the big downturn from 2025.10 to 2026.4, with losses nearing 50%, these institutions not only didn’t cut positions—many actually increased holdings against the trend!
Meanwhile, some sovereign wealth funds that haven’t entered the market yet are conducting due diligence, planning large allocations to Bitcoin.
However, institutions admit that building the supporting legal and regulatory framework will take more than a year. Long-term capital entry is a slow variable, but the overall direction is already clear.
At present, most institutional allocation ratios are around 1%–2% of investable assets, with a range spanning 0.5%–13%.
Among all institutions participating in the research, their holdings include BTC. Bitcoin is their earliest, largest in size, and longest-holding-period crypto position.
Mid-term view 📝: The institutions’ core “bottom-position” logic hasn’t been broken—btc remains the market’s main core track. Don’t let short-term volatility shake you out; keep your focus on the main trend!
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