"Institutions have another chance"… Investor reactions to Bitcoin's decline are mixed.
Long-term holders and institutional investors have mixed views on the Bitcoin (BTC) downtrend. In an interview with CNBC on the 2nd (local time), Hunter Horsley, CEO of Bitwise, said, "Long-term holders are feeling uncertain, while institutional investors see it as an opportunity to recapture the price they thought they missed."
Bitcoin has fallen 22.6% over the past month, trading at around $69,635 (approximately 102 million won) at the time of writing. Some experts point to the overall decline in liquidity in the market as a key factor in the bear market. Horsley also noted that this correction is somewhat unusual, stating, "We are currently in a period of clear regulatory clarity and institutional inflow."
Bitcoin falls alongside real assets… "Classified as a liquid asset, it was sold together."
Horsley explained that Bitcoin is currently included in a highly liquid asset class, similar to stocks and gold. "Institutions are currently selling liquid assets across the board," he said, adding that Bitcoin is also being swept up in the "macro" trend.
Gold and silver, like Bitcoin, have also experienced significant price corrections from their peaks. Gold has fallen 11.4% from its all-time high of $5,609 on January 28th to $4,968 (approximately 7.28 million won), while silver is currently trading at $77.98 (approximately 1.14 million won), down approximately 36% from $121.67 on the 29th of last month.
Institutions are buying...More than 10 billion won flowed into Bitwise on Monday alone.
Despite this adjustment, institutional funds are continuing to flow in aggressively. "Institutional demand remains very strong," Horsley said, adding, "Our fund saw over $100 million (approximately KRW 146.5 billion) in inflows on Monday alone." Bitwise currently manages $15 billion (approximately KRW 21.98 trillion) in institutional funds.
BlackRock, a leading institutional investor, also showed solid buying momentum with its Bitcoin spot ETF, despite recent market volatility. The product recorded a net inflow of $231.6 million (approximately KRW 339.3 billion) on Friday.
Individual investor interest is on the rise, with searches reaching a one-year high.
Individual investors, like Seohak Ant, are also paying attention again. According to Google Trends, which shows global search trends, searches for "Bitcoin" reached 100 in the first week of February, marking the highest level of interest in the past year. In early February, when the Bitcoin price fell to $60,000 (approximately 87.9 million won), the market once again reached its lowest point since October 2024.
Horsley believes the recent Bitcoin weakness is merely a short-term trend, and that regulatory clarity and increased institutional demand could pave the way for a price recovery in the long term.
Ultimately, this correction appears to be a complex trend, driven by a combination of liquidity rebalancing and macroeconomic changes, rather than a simple sell-off. With institutions seizing the opportunity to revive, and individual investors also showing renewed interest, the market appears poised to find a rebound sooner than expected.
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As Bitcoin plummeted by over 20%, individual investors grew anxious, but institutions, on the contrary, began aggressively buying. The Bitwise Fund alone saw over $100 million inflows in a single day, and BlackRock ETFs also continued their net buying. Why were they able to recognize the decline as an opportunity? The key lies in their ability to analyze macro trends and value .
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This article was summarized using a TokenPost.ai-based language model. Key points in the text may be omitted or inaccurate.
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