Bitcoin supply on balance sheets to hit 20% by 2026, report: how this reshapes global economies
You can place a bet and win that most financial institutions out there are holding meetings after meetings on how to approach investments into bitcoin as soon as possible.
The incentives that weren't there years ago are here now. This includes growing public demands, regulatory softness on the ecosystem and well, the asset just won't quit proving itself to being the greatest asset of all time through its 4 years halving cycle.
One conclusion everyone comes to is always that there's not enough coins for that much money. The reality however is that there's enough coins, 21 million coins that are divisible into 2,100,000,000,000,000 places is certainly more than enough, everyone will just have to get it at the fair price at the time it's convenient to them.
That means some will buy at $100k and others at $1M and even $10M, but enough coins, there is. This is something institutions understand, so the urgency is real and the report to be highlighted notes just that.
Nashville, TN — May 23, 2025—In a landmark forecast report released today, UTXO Management projects that more than $400 billion in institutional capital will flow into Bitcoin by the end of 2026. The analysis, Forecasting Institutional Flows to Bitcoin in 2025/2026, outlines a transformative shift in capital allocation strategies across public companies, sovereign wealth funds, nation-states, and wealth management platforms.
“We’re entering a new era of Bitcoin adoption—one that is not driven by hype cycles, but by balance sheet fundamentals, sovereign strategy, and long-term fiduciary mandates,” said Guillaume Girard, Research Lead at UTXO Management. “We estimate over 4.2 million BTC will be acquired by institutional investors by 2026, reshaping Bitcoin’s supply dynamics and its role in global finance.” — Report
Something to note is that known entities including public and private companies, countries, mining companies, ETFs and DeFi protocols already collectively hold 3,228,384 or 15.373% of BTC’s supply.
An additional acquisition of 4.2 million BTC would mean that entities control approximately 35.37% of Bitcoin's supply. Of course, this report bases its prediction on a fixed Bitcoin price of $100,000, so it's expected that even though the USD value of inflow may align with the estimated figures, the acquired supply would slightly differ and this could either be more or less than what's expected.
Nonetheless, what remains predictable is that institutional investors are coming for as much Bitcoin as they can and it goes well beyond financial players.
Reshaping global economies
Bitcoin, leading the crypto revolution, has completely changed how the business world will approach capital management.
The idea of hoarding cash reserves is being challenged with diversifying into digital assets like bitcoin.
Why hold a depreciation dollar when you can invest in a currency with upside potential? How does the business landscape look with numerous companies moving their income reserves into various crypto assets?
The short answer is that this quite simply accelerates innovations. We are bound to experience strong waves of developments and major businesses becoming active participants in the new economic layer.
Trillions of dollars are going to be flowing into the cryptocurrency ecosystem over the next decade, and technically, this move would only be an investment in oneself for every of these businesses considering that crypto and blockchain will power most of their operations moving forward.
The world of finance, business and economy has entered a phase of complete restructuring and the only thing expected here is, well, peak performance, peak adoption, FOMO? it's all bullish from here.
Posted Using INLEO