The shift from retail-driven hype to institutional "plumbing" is the headline for 2026. Here’s how those pieces fit together: The Citibank Catalyst: When a legacy titan like Citi moves from "researching" to "custodying," it removes the final layer of career risk for pension fund managers. They aren't just buying an asset; they are trusting a 200-year-old vault. The ETF Feedback Loop: That $1 billion inflow in a single week is staggering. It suggests that every time the price dips, the "Advisor Effect" triggers automated rebalancing. Wealth managers are now programmed to buy the red. The Macro "Sweet Spot": A 3.50%–3.75% Fed funds rate is the "Goldilocks" zone. It's high enough to signal the economy isn't crashing, but low enough that holding "hard money" like BTC becomes significantly more attractive than sitting in devaluing cash.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
#CanBitcoinReclaim$70K? The "New Normal" for Bitcoin
The shift from retail-driven hype to institutional "plumbing" is the headline for 2026. Here’s how those pieces fit together:
The Citibank Catalyst: When a legacy titan like Citi moves from "researching" to "custodying," it removes the final layer of career risk for pension fund managers. They aren't just buying an asset; they are trusting a 200-year-old vault.
The ETF Feedback Loop: That $1 billion inflow in a single week is staggering. It suggests that every time the price dips, the "Advisor Effect" triggers automated rebalancing. Wealth managers are now programmed to buy the red.
The Macro "Sweet Spot": A 3.50%–3.75% Fed funds rate is the "Goldilocks" zone. It's high enough to signal the economy isn't crashing, but low enough that holding "hard money" like BTC becomes significantly more attractive than sitting in devaluing cash.