Coinbase Survey Reveals Institutional Bullishness on Bitcoin Despite Market Correction
Despite Bitcoin's 30% decline from its October 2025 all-time high of $126,000, institutional confidence remains remarkably resilient, according to a recent Coinbase Institutional and Glassnode survey. As bitcoin hovers below $90,000 amid Federal Reserve policy uncertainty and macroeconomic headwinds, 70% of institutional investors view the cryptocurrency as undervalued—a sentiment shared by 60% of retail investors. This data suggests that major financial players are treating the current price correction as a strategic accumulation opportunity rather than a reason for retreat. The survey findings highlight a significant divergence between short-term price action and long-term institutional conviction, with professional investors demonstrating a sophisticated understanding of Bitcoin's cyclical nature. This institutional steadfastness could provide crucial support during market volatility and signal underlying strength in Bitcoin's fundamental adoption narrative. The alignment between institutional and retail perspectives further reinforces the growing mainstream acceptance of Bitcoin as a legitimate asset class, even during periods of price consolidation.
Institutions Bet Big on Bitcoin Despite 30% Fall From Peak
Bitcoin's price has hovered below $90,000 this week as traders brace for the Federal Reserve's interest rate decision and navigate macroeconomic uncertainties. Despite a 30% drop from its all-time high of $126,000 in October 2025, institutional confidence remains unshaken.
A Coinbase Institutional and Glassnode survey reveals 70% of institutions view BTC as undervalued, with 60% of retail investors echoing this sentiment. The study, conducted from December 2025 to January 2026, polled 148 investors globally—75 institutions and 73 individuals.
Most participants held or expanded crypto positions during October's market turmoil, which rattled altcoins and reduced derivatives leverage. While a quarter of investors see a bear market, the financial sector broadly considers Bitcoin deeply undervalued, signaling a subtle shift in market psychology.
Bitcoin's Stalemate: ETF Outflows Cap Price at $85K-$94K Range
Bitcoin's price action has flatlined for 60 days, trapped between $85,000 support and $94,000 resistance. The stalemate follows failed breakout attempts in early January when the cryptocurrency couldn't sustain momentum above $97,000.
US institutional flows tell the story. Record weekly outflows from spot Bitcoin ETFs have reversed January's rally momentum. The Coinbase premium flipping negative confirms American investors are leading the sell-off, while European and Asian markets show tepid participation.
Wintermute's analysis reveals this institutional dominance: US capital moving through ETFs, corporate treasuries, and regulated platforms now dictates market direction. Until these flows stabilize, expect continued range-bound trading.
Notably, volatility has compressed to unusual levels for Bitcoin. The $85,000 level has held as reliable support, with buyers consistently emerging at this threshold—yet upside remains capped by persistent ETF redemptions.
