Market Volatility Isn't Deterring Institutional Buyers

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	Forwarded this email? Subscribe here for more Who is Buying While Bitcoin Stumbles? Market Volatility Isn't Deterring Institutional Buyers Ecoinometrics Feb 3 ∙ Preview   READ IN APP   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. The Ecoinometrics newsletter gives you insights from crypto and macro data to help you make better investment decisions. We spend hours every day gathering data, creating metrics and bringing them to life with data visualizations that allow you to quickly get to the heart of things. We then distill all that knowledge in each issue of the newsletter with less words and more charts so that you get insights, direct to the point, in five minutes or less. Join more than 29,000 investors here: Upgrade to paid Done? Thanks! That’s great! Now let’s dive in. 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... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe