Bitcoin Hodling, Institutional Accumulation, and ETF Inflows Signal Persistent Bullish Momentum in 2025
Bitcoin’s long-term holding (hodling) behavior has reached new heights in 2025, underpinned by strong conviction among long-term holders and major institutional investors embracing Bitcoin as a macro asset. Over 70% of Bitcoin’s circulating supply has remained unmoved for more than a year, a trend propelled by robust inflows into spot Bitcoin ETFs—such as BlackRock’s IBIT attracting $7 billion in 2025—and growing allocations from wealth funds. Metrics from Glassnode and Checkonchain reveal that accumulation is especially strong among both retail wallets (less than 1 BTC) and mid-sized holders (10–100 BTC), with aggressive buying activity and an accumulation score hitting peak levels. Long-term holders’ net position soared to 847,200 BTC, up from 698,000 BTC in just a week, historically creating tighter supply and upward price pressure. Simultaneously, more than 94% of total Bitcoin supply has been mined, further boosting scarcity. While the market has seen consolidation between $104,000 and $107,000, limited broad market participation remains. Analysts, including those from ARK Invest and Fidelity, maintain a bullish outlook with forecasts of stronger price rallies, though challenges such as regulatory scrutiny, energy concerns, and competition from other digital assets and tokenized Treasuries persist. Advances in custody, automation, and yield tools have also made long-term holding more secure and accessible. For crypto traders, these developments signal a structurally bullish setup for Bitcoin, contingent on renewed broader market engagement.
Bullish
Bitcoin’s increasing rate of long-term holding and accumulation—particularly by institutional investors, ETFs, and key market participants—points to structural supply constraints, which historically create upward price pressure. ETF inflows and the fact that over 70% of supply is immobile reflect robust market conviction. Although sideways price action persists and some challenges remain, low reserve risk and upbeat projections from major asset managers support a bullish outlook. Should broader market participation pick up, technical and fundamental signals suggest potential for further price growth, making the current environment structurally bullish for Bitcoin.