Bullish sentiment returns: Institutional Bitcoin purchases outpace miners’ supply, pushing price towards $100,000

Bullish sentiment returns: Institutional Bitcoin purchases outpace miners’ supply, pushing price towards $100,000

After months of uncertainty and declines, the Bitcoin market appears to be returning to bullish mode. According to the latest data from quantitative funds and analytics firms, institutional Bitcoin purchases are increasing again, reinforcing expectations that the price of the digital currency will soon surpass the magical $100,000 mark.

The market picture is now clearer. Institutions bought more BTC in the first week of 2026 than miners added to the supply, repeating a familiar bullish signal. Over the past eight days, these purchases have “clearly” exceeded the amount of BTC that miners released to the market daily – a key indicator of healthy interest in the digital currency by major players.

According to data from Capriole Investments, institutional purchases are now 76% higher than the amount of BTC miners have added to the supply. This has proven to be a strong predictor of price growth in the past – since 2020, the average increase in the price of BTC from sustained purchases has reached almost 110%. In the previous period, when institutional interest was growing, for example, there was a 41% increase in a short period.

“Institutions are once again net buyers of Bitcoin,” commented Capriole founder Charles Edwards. He added that historically this type of buying behavior has preceded significant price increases. Looking at the past few months, it is clear that a recovery is on the horizon after three months of decline. Analysts expect the price of BTC to attack the $100,000 mark in the coming weeks, which would represent a significant milestone.

Other experts share the optimism. Economist Timothy Peterson believes that history is on the side of the bulls. According to his analysis, January is the ideal month to return above $100,000, especially considering that Bitcoin has experienced three months of decline since its October highs of over $126,000. If history repeats itself, there is a 67% chance that the price will return to positive momentum after the January decline.

“If Bitcoin gets above $93,000, it is likely to be able to maintain its growth and avoid a bull trap,” Peterson says. At the same time, he warns that despite the current positive signals, caution is needed, as the market still carries a certain amount of uncertainty.

Currently, the BTC/USD exchange rate is around $94,000, which is the highest level since mid-November. If it manages to hold above this level, further growth towards the magic $100,000 mark can be expected, which could be a springboard for further long-term gains.

Overall, it looks like we are approaching a time when Bitcoin will once again be the main driver of digital assets, and institutions are once again on the front lines. Whether it will be able to overcome the key level and maintain the bullish trend will be seen in the coming weeks, but one thing is certain – interest in Bitcoin is growing, and with it, hopes for further market growth.

*This is not an investment recommendation.

The Coingarage Team