Who is Buying While Bitcoin Stumbles?

Market Volatility Isn't Deterring Institutional Buyers

Bitcoin is having a tough start to the week due to its high correlation with the US stock market.

The Trump tariffs are making Wall Street nervous, and Bitcoin is diving with the rest of the market.

This is one of the risks we flagged recently.

But let's look past the noise and examine who's deploying cash to acquire more Bitcoins and what trends might carry it forward.

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Who is Buying While Bitcoin Stumbles?

The Takeaway

Bitcoin outperformed major assets in January 2025 despite market turbulence.

While correlated to US stocks and affected by events like Trump tariffs, two trends support its resilience: public companies have rapidly accumulated 350,000 BTC, catching up to investment funds' 600,000 BTC holdings, while a large portion of surveyed fund managers plan to increase their Bitcoin exposure in the next six months.

This dual demand from corporate treasuries and institutional investors could provide meaningful price support even in a challenging market.

Dragged Down by the Stock Market