\u201cInstitutional capital can no longer ignore the returns that Bitcoin is providing,\u201d reported the Kobeissi Letter on Tuesday.<\/p>\n
The cryptocurrency cannot be ignored because it has yielded a 90% compound annual growth rate (CAGR) over the past 13 years, which no other asset can match.<\/p>\n
Even \u201cconservative\u201d funds are allocating 1% of their assets under management to Bitcoin as treasury trend momentum builds, they observed.<\/p>\n
Currently, there is an estimated $31 trillion in institutional AUM in the United States, Kobeissi stated.<\/p>\n
\u201cIf just 1% of US institutional capital flows into Bitcoin, this could drive another $300 billion into the asset,\u201d they said.<\/p>\n
A further $300 billion added to Bitcoin\u2019s $2.34 trillion market capitalization would drive prices up around 13% which would put the asset at $133,000. This figure has been widely predicted<\/a> by analysts as a short-term target.<\/p>\n \u201cFactor in global institutional AUM, and we could see $1 trillion+ flow into Bitcoin,\u201d they said.<\/p>\n Another $1 trillion added to the BTC market cap would drive prices up by 70%, which would put it closer to $200,000.<\/p>\n \u201cBitcoin has simply become too big to ignore.\u201d<\/p>\n Bitcoin\u2019s next catalyst has arrived:<\/p>\n Simply put, institutional capital can no longer ignore the returns that Bitcoin is providing.<\/p>\n When an asset provides a return of 90% in one year, it can be ruled an \u201coutlier.\u201d<\/p>\n However, when an asset provides a 90% CAGR for 13 years\u2026<\/p>\n \u2014 The Kobeissi Letter (@KobeissiLetter) July 15, 2025<\/a><\/p>\n\n All this is hypothetically achievable without any retail participation in markets.<\/p>\n Institutions are already driving the current market rally. BlackRock<\/a>, for example, has hoovered up a whopping 717,388 BTC, or 3.6% of the entire circulating supply. Meanwhile, Strategy has accumulated 601,550 BTC, 3% of the circulating supply.<\/p>\n These two entities alone hold a whopping 6.6% of the entire Bitcoin supply, currently valued at $155 billion.<\/p>\n As more institutional Bitcoin funds are launched, and more corporations and nation states stack the asset for their treasuries, the price can only go one way in the long term.<\/p>\n Bitcoin is still cooling from its July 14 all-time high and remains down 4.3% from that level. The asset was trading flat on the day at $117,850 at the time of writing, holding around support levels.<\/p>\n It is possible that consolidation could continue for some time before the next leg up into the $130,000 range.\u00a0The retreat has been caused by long-term holders taking profit<\/a>, not institutions liquidating their stashes.<\/p>\n Glassnode reported<\/a> that this week saw \u201cone of the largest BTC profit realization days this year, driven mostly by long-term holders.\u201d<\/p>\n The post How Bitcoin Could Hit $200K on Global Institutional Inflows Alone<\/a> appeared first on CryptoPotato<\/a>.<\/p>","protected":false},"excerpt":{"rendered":" \u201cInstitutional capital can no longer ignore the returns that Bitcoin is providing,\u201d reported the Kobeissi Letter on Tuesday. The cryptocurrency cannot be ignored because it has yielded a 90% compound annual growth rate (CAGR) over the past 13 years, which no other asset can match. Even \u201cconservative\u201d funds are allocating 1% of their assets under […]<\/p>\n","protected":false},"author":0,"featured_media":81160,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-81159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/81159"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=81159"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/81159\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/81160"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=81159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=81159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=81159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}BTC Price Outlook<\/h2>\n