Bitcoin Adoption Mid-Stage with Institutional Inflows, FOMO
Bitcoin adoption remains in its mid-stage, following an internet-like power law driven by wallet growth and demand. According to Fidelity’s Jurrien Timmer, the market continues its gradual maturation, with price cycles marked by advances and consolidation.
Corporate adoption is rising. In Q2, 46 public companies added Bitcoin, taking the total to 125 firms holding 847,000 BTC ($91 billion). This momentum in Bitcoin adoption is backed by a record $3.7 billion inflow into crypto products last week, raising AUM to $211 billion, with Bitcoin products making up 85%.
Retail FOMO is also returning. First-time buyers added over 140,000 BTC in two weeks. Even EV maker Volcon plans a $500 million private placement with 95% allocated to Bitcoin. The blend of institutional inflows and renewed retail demand underlines continued bullish potential.
Bullish
The report highlights mid-stage Bitcoin adoption backed by strong institutional inflows and growing retail FOMO. Corporate holdings have surged, crypto product AUM hit record levels, and first-time buyers are re-entering the market. These dynamics suggest sustained demand and limited supply pressure, supporting both short-term price rallies and long-term appreciation.