2026-01-07 05:26:17

Latest data reflects an interesting phenomenon—institutional funds are once again becoming the main driving force in the Bitcoin market.

According to statistics from quantitative investment firm Capriole Investments, the amount of Bitcoin purchased by institutions has recently exceeded the new supply from miners for several consecutive days. This is not just a numbers game; it reflects a critical shift in the market's supply and demand structure.

Capriole's "Net Institutional Buying Indicator" tracks Bitcoin holdings on corporate balance sheets and the flow of funds into the US spot Bitcoin ETF. Data shows that this indicator has maintained a positive net value for 8 consecutive days—in other words, institutions are buying more Bitcoin each day than is newly mined. Especially on Monday, institutional demand was even 76% higher than miner supply. This level of buying power is a perfect way to illustrate a shift in market sentiment.

Capriole founder Charles Edwards pointed out that, based on historical records, once institutional buying surpasses new mining supply, Bitcoin prices tend to experience significant increases in the subsequent phase. Since 2020, similar situations have led to an average increase of 109% in Bitcoin's price. The last time this signal appeared, the price also rose by about 41%.

On-chain data is singing the same tune. Network economist Timothy Peterson observed that after Bitcoin hit a record high in October last year, it once retreated nearly 40%. However, historical records show that after three consecutive months of decline, the market usually rebounds. Since 2015, Bitcoin has experienced this situation multiple times, each time indicating a subsequent price correction.

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FunGibleTom

· 01-07 10:20

Institutions are starting to accumulate again, with historical data right here... A 109% increase is quite impressive.

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ChainWanderingPoet

· 01-07 05:56

Institutions are starting to accumulate again. This rhythm feels a bit familiar... The last time it played like this, it surged by 41%. Now, in just 8 days of net buying, they are so aggressive— is this real or fake?

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WealthCoffee

· 01-07 05:54

Institutional inflow? This time really is different, with 8 consecutive days of net buying and a 76% premium... Historical data is right here, with an average increase of 109%. Are we safe with this wave?

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PuzzledScholar

· 01-07 05:52

The big players in the institutions are finally taking over? A 109% increase is really tempting.

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AllInAlice

· 01-07 05:50

Institutions are starting to buy again. Is this time really different? The 109% historical data sounds great, but I always feel it's a bit suspicious. Honestly, every time they say "this time," but what’s the result... But a 76% difference is indeed quite aggressive. An 8-day net positive value is no small matter. Wait, is Charles Edwards reliable? The historical data looks good, but can it be replicated now? Forget it, I’m still sticking to my usual approach—buy the dip when it falls, reduce positions when it rises, regardless of what institutions think. Huh? The spot ETF money is also pouring in, which is quite interesting. Don’t hype it up too much... I’ll just watch quietly and see if it can reach 109%. It feels like this round of institutional buying is like a time bomb—who knows when it will explode. I’ve heard Timothy Peterson’s theories several times. Are they always accurate? I need to see through the real liquidity behind these data; otherwise, it’s all just talk on paper. This wave of buying volume is indeed top-tier, but don’t forget that the high point in October last year still hasn’t broken even.

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MintMaster

· 01-07 05:40

Institutions are starting to make big purchases again, this rhythm feels a bit familiar. Eight consecutive days of net buying, and on Monday they still held 76% more than miners. According to historical patterns, this increase in price is inevitable.

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AirdropHuntress

· 01-07 05:40

Institutions are back to take over, and after research, this data is indeed worth paying attention to. An 8-day net positive value and 76% purchasing power premium, historically, the record of a 109% increase is there. But the key is to see who is behind this wave of funds—large investors typically lock in their chips for 3-6 months, so don't be fooled by short-term emotions.

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