比特幣正在進入機構統治的新時代，到2026年結束時，資本流入預計將超過4000億美元

位資產管理和UTXO管理的新分析表明，比特幣正在進入機構優勢的新時代

A fresh analysis by Bitwise Asset Management and UTXO Management predicts that Bitcoin is set to enter a new era of institutional dominance, with capital inflows exceeding $400 billion by the end of 2026.

Bitwise Asset Management和UTXO管理的全新分析預測，比特幣將進入機構優勢的新時代，到2026年底，資本流入超過4000億美元。

As reported by Blockworks, the report, titled "Institutions Are Coming For Bitcoin," anticipates that institutional investors—ranging from sovereign entities to publicly traded firms—will collectively hold over 4.2 million BTC within the next two years.

正如Blockworks報導的那樣，該報告的標題為“機構正在為比特幣出現”，預計從主權實體到公開交易的公司的機構投資者將在未來兩年內共同持有超過420萬BTC。

This momentum is expected to accelerate sharply, with $120 billion in capital inflows projected for 2025 and another $300 billion for 2026 alone.

預計這一勢頭將急劇加速，預計2025年的資本流入為1200億美元，僅2026年就有3000億美元。

A substantial portion of this growth is being driven by government-backed strategies. Following U.S. President Donald Trump’s announcement of plans for a national Bitcoin reserve, more than 20 states are considering legislation to convert seized digital assets into official holdings.

這種增長的很大一部分是由政府支持的戰略驅動的。在美國總統唐納德·特朗普（Donald Trump）宣布針對國家比特幣儲備計劃的計劃之後，有20多個州正在考慮立法將被清除的數字資產轉換為官方持股。

Early movers like Arizona and New Hampshire could unlock an additional $19 billion in capital if such bills pass.

如果此類賬單通過，例如亞利桑那州和新罕布什爾州等早期搬家工具可以釋放190億美元的資本。

This analysis builds upon Bitwise’s prior predictions of $100 billion in institutional money flowing into cryptocurrencies by 2024. However, the new report suggests that this milestone could be reached even sooner than anticipated.

這項分析基於Bitwise先前對到2024年流向加密貨幣的1000億美元的機構資金的預測。但是，新報告表明，這一里程碑甚至可以比預期的要早得多。

The report also highlights the increasing participation of U.S. states and countries like Bhutan, which is expected to launch its own sovereign Bitcoin reserve by 2026.

該報告還強調了美國州和不丹等國家的參與，預計到2026年將推出自己的主權比特幣儲備。

Moreover, companies such as MicroStrategy are projected to collectively amass more than 1 million BTC, with a greater focus on yield-generating strategies like lending and staking.

此外，諸如MicroStrategy之類的公司預計將集體積累超過100萬BTC，更加專注於產生產生的策略，例如貸款和積累。

“This isn’t just another crypto cycle—it’s structural adoption,” said Guillaume Girard of UTXO Management.

UTXO Management的Guillaume Girard說：“這不僅是另一個加密週期，而且是結構性採用。”

Bitwise strategist Juan Leon further noted that Bitcoin is rapidly becoming a fundamental building block for long-term value preservation across both public and private balance sheets.

比特戰略家胡安·萊昂（Juan Leon）進一步指出，比特幣正迅速成為公共和私人資產負債表長期保存的基本基礎。