Corporate Demand Isn’t Slowing — Why This Crypto Dip Is a Buying Opportunity
Bitcoin’s latest pullback has Wall Street skeptics crowing—again. But institutional wallets tell a different story.
Whalesale Buying in Disguise
While retail traders panic-sell, corporate treasuries are quietly accumulating. Coinbase Institutional reports a 37% surge in custody inflows during the dip—the same pattern that preceded 2023’s 180% rally.
The Fed’s Dirty Little Secret
Real yields are still negative when you factor in shadow inflation metrics. No wonder BlackRock’s tokenized fund just hit $500M AUM before most banks even approved the memo.
This isn’t 2018. With CME open interest holding near record highs and MicroStrategy buying another $1B BTC this quarter, the ‘smart money’ is playing a very different game than Twitter doomscrolls suggest.
(Of course, Goldman will still charge you 2% to ‘manage the volatility’ while their algo front-runs your orders.)
- FTX to resume creditor repayments on September 30
- Corporate and institutional buying continues despite market weakness
- ETF flows mixed for third day in a row
- Altcoins lead correction, Solana hit hardest
