Bitcoin surge past $100,000 may feel like a long-anticipated milestone, but according to industry experts, this is just the beginning of a significant shift. Institutional adoption is gaining momentum, and it could reshape global financial markets in ways never seen before.

Institutional Capital Flowing into Bitcoin

Samson Mow, CEO of Jan3—an organization dedicated to accelerating Bitcoin adoption—believes this rally is different from past cycles.

“Previous Bitcoin bull runs were often hindered by onboarding delays, with exchanges struggling to keep up,” Mow explained at the Consensus 2025 conference in Hong Kong. “But with Bitcoin ETFs now in play, there’s no barrier preventing traditional finance (TradFi) from moving directly into Bitcoin.”

Despite this shift, Mow notes that institutional capital hasn’t flooded into Bitcoin just yet. Investors such as sovereign wealth funds are still cautiously testing the waters, allocating only a fraction of their available capital to crypto.

Supply Constraints and Market Dynamics

During the panel discussion, Adam Back, CEO of Blockstream, highlighted Bitcoin’s unique market conditions.

“ETF inflows are significantly outpacing the daily Bitcoin mining supply,” Back noted. “MicroStrategy and other companies are acquiring Bitcoin at a rate exceeding twice the daily mining output.”

This trend suggests a long-term bullish trajectory, with Mow predicting a decade or more of sustained institutional investment driving Bitcoin’s price even higher.

Unprecedented Bitcoin Accumulation

The panel also discussed how approximately 1.1 million Bitcoin—worth around $110 billion—was absorbed by buyers between September and October 2024. This massive accumulation happened even as Bitcoin’s price surged from $60,000 to over $100,000, reflecting strong investor confidence.

Mow pointed out that despite the price increase, Bitcoin remains locked in artificial trading ranges, possibly due to market manipulations or strategic accumulation by large investors.

What’s Next for Bitcoin?

With institutional investors slowly increasing their exposure and supply constraints tightening, Bitcoin could be on the cusp of a prolonged period of bullish momentum. As ETFs remove previous barriers to entry, more capital is expected to flow into the market, further driving demand.

While the current rally is already making headlines, industry leaders believe the true impact of institutional adoption is just beginning. If Bitcoin’s recent price action is any indication, we may be witnessing the early stages of a historic shift in global finance.

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