Bitcoin enters a new institutionalized phase: ETF and corporate treasury holdings hit record highs, with a target price of $300,000 to $1,500,000 by 2030

【Crypto World】The future of Bitcoin is no longer a contest of confidence. Ark Invest analyst David Puell recently pointed out that a key shift has occurred—the decisive factor now is how much exposure institutional investors are willing to take and which tools they choose to participate with.

The launch of spot Bitcoin ETFs in 2024 marks a watershed moment. Subsequently, corporate digital asset treasury strategies have exploded, leading to a qualitative change in the entire ecosystem. When digital assets speak: the combined Bitcoin holdings of ETFs and corporate treasuries have already approached 12% of the total supply. This figure far exceeds expectations and is considered the most surprising increase of last year.

What does this mean? Bitcoin has moved beyond the retail-driven phase and has officially entered a period of institutional maturity. This trend will become the main driver of price movements in 2025 and even 2026. The rapid accumulation of Bitcoin by institutions has directly reduced market volatility, making the entire ecosystem more stable and mature.

Ark Invest has not changed its long-term outlook. Their valuation models present three scenarios for 2030: a bear market at around $300,000, a baseline scenario at $710,000, and a bull market at $1,500,000. Driven by the dual narratives of “digital gold” and institutional adoption, they remain optimistic about Bitcoin’s performance within this range.

Interestingly, as volatility continues to decline and drawdowns become smaller, Bitcoin is becoming increasingly attractive to investors with lower risk tolerance. Institutionalization has not only changed trading patterns but is also quietly transforming the investor composition.