Institutional confidence in Bitcoin strengthens amid resilient liquidity and supportive macro conditions
A new Coinbase Institutional report reveals that two-thirds of institutional investors are bullish on Bitcoin (BTC) heading into early 2026, signaling sustained confidence despite recent market volatility.
In the report titled “Navigating Uncertainty,”David Duong, Head of Research at Coinbase Institutional, said 67% of respondents expect Bitcoin prices to rise over the next three to six months. The survey included 124 institutional participants, including hedge funds, corporate treasuries, and family offices.
“Most respondents are bullish on Bitcoin,” Duong wrote, noting that while sentiment remains positive, institutions are divided on where the market currently sits in the cycle.
According to the data, 45% of institutions believe markets are in the late stages of the bull run, compared to 27% of non-institutional investors, suggesting a more cautious stance among professional money managers.
Coinbase said that digital-asset treasury (DAT) companies have played a major role in shaping market demand this year.
“It’s hard to overstate the impact that digital-asset treasury companies have had on markets this year,” Duong added, emphasizing their role in absorbing supply and stabilizing prices after the recent correction.
Macro tailwinds support the outlook
Coinbase’s analysis notes that favorable liquidity, supportive regulation, and macro policy easing all point to a positive setup for Bitcoin in Q4.
The report highlights two expected Federal Reserve rate cuts and China’s monetary stimulus as potential catalysts for risk-on sentiment.
“Additional rate cuts from the Fed, as well as greater fiscal and monetary stimulus in China, could incentivize more investors to come off the sidelines,” Coinbase said.
While the firm remains optimistic on Bitcoin’s trajectory, it maintains a cautious view on altcoins, citing slower capital inflows and thinner liquidity.
As of Sunday, Bitcoin traded around $109,000, holding above the critical $108,000 support zone, while Ether briefly reclaimed $4,000. Analysts say that despite cautious sentiment, the bull market “has room to run” if macro and liquidity conditions remain stable.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.
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