Bitcoin Demand Among New Large Investors Surges Despite Significantly Higher Prices
Big money is flooding into Bitcoin—and it's not waiting for a discount.
Institutional On-Ramp Accelerates
The narrative that high prices scare away capital is officially dead. A fresh wave of large-scale investors—think family offices, hedge funds, and corporate treasuries—is entering the market, undeterred by valuations that would have been unthinkable just cycles ago. They're not buying the dip; they're buying the rip.
The New Calculus for Capital
This isn't speculative retail FOMO. This is strategic allocation. For these players, Bitcoin's volatility is a feature, not a bug—a necessary trade-off for an asset class that operates outside traditional monetary policy and offers a starkly non-correlated return profile. The old guard of finance, still clutching their spreadsheets and discounted cash flow models, is watching a $1 trillion+ network attract capital based on a completely different set of rules.
Price as a Signal, Not a Barrier
Paradoxically, the higher price itself acts as a beacon. It signals liquidity, maturity, and a proven track record of resilience. For an institution, deploying nine figures into an asset that trades $30 billion daily is a simpler risk management exercise than trying to move the needle in a thinly-traded legacy market. They're paying for the privilege of certainty.
A cynical take? Wall Street finally found a product it can sell with higher fees than their usual fare of underperforming active funds and over-engineered derivatives. The ultimate irony: the decentralized, permissionless asset is creating a booming new fee center for the very intermediaries it was designed to bypass.
The takeaway is clear. Demand is no longer price-elastic. The market has graduated to a new phase where adoption is driven by utility and portfolio strategy, not just cost basis. The floor just got a lot more expensive.
Bitcoin demand among new large investors increases at significantly higher prices
🚨NEW WHALES ARE CHANGING BITCOIN’S PRICE BASE
Nearly 50% of #Bitcoin’s realized cap now comes from new whale buyers. Data shows a surge in recent buyers, pointing to strong demand at current prices. pic.twitter.com/nQrlCdeeG2
— Coin Bureau (@coinbureau) December 20, 2025
These new sets of investors absorb supply at significantly higher prices without waiting for DEEP corrections, thereby strengthening support zones and reducing the risk of panic selling. The behaviour of the new whales also strengthens belief in the asset’s long-term valuation and reduces heavy downside volatility. The new investors’ demand at higher prices also creates stronger price floors, suggesting renewed confidence in a future rally.
The data also shows that the realized cap share by new whales has continued to rise during market corrections. According to analysts, the new set of whales may be executing strategic investments in BTC that position them for long-term holding rather than speculative urgency. Large investors are rarely swayed by short-term sentiment or price fluctuations and tend to focus on an investment’s long-term potential.
The new whales are organizations and corporations that recently shifted their investment strategies to include BTC holdings in their treasuries. Institutions, funds, and high-net-worth individuals have increasingly shown interest in the crypto asset and the broader cryptocurrency industry, according to a report by Cryptopolitan dated October 8.
Bitcoin’s institutional demand surges with ETFs and BTC Treasury Companies
The current wave of new whale influx in the ecosystem is primarily attributed to institutional demand for crypto in recent years. Trump’s pro-crypto administration is pushing for the mainstream adoption of cryptocurrencies by formulating conducive regulatory oversight and clear governing rules for crypto assets.
According to data from Coingecko, a cryptocurrency data platform, 151 companies have now adopted Bitcoin as a strategic reserve asset. These companies cumulatively hold more than 1 million BTC, representing approximately 5.14% of the asset’s total supply.
Michael Saylor’s Strategy, a U.S.-based software company, claims the top spot with 671,268 bitcoin in its books valued at $59.2 billion at current prices. Strategy’s holdings exceed those of all other companies combined. Data from Strategy’s official website reveals that the software company has acquired 21,399 Bitcoin in the last 30 days, with its most recent purchase being 10,645 Bitcoin acquired on December 15 for $980 million.
MARA Holdings, a U.S.-based digital asset technology company, follows a Strategy far behind with 52,850 Bitcoin in its books valued at approximately $4.7 billion. Twenty One (XXI.US) ranks third, behind MARA Holdings, with 43,514 Bitcoin, while Metaplanet follows with 30,823 BTC, valued at $2.72 billion. Out of Coingecko’s list of top twenty companies with the highest BTC holdings, only Strategy has acquired more BTC in the last 30 days.
U.S. spot ETFs have also gained popularity this year. Data from the ETF tracking website Sosovalue shows that U.S. spot Bitcoin ETFs have recorded inflows exceeding $22 billion since the start of the year. July had the most significant inflows, worth $6.02 billion, cementing a four-month streak of positive flows that had seen the ETFs attract close to $20 billion since April.
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