JUST IN: Survey shows institutional Bitcoin & crypto allocation capped at 2% — Bitwise. • Many opt for arbitrage to smooth approvals. • Career and peer risks drive allocations. • Bitcoin is still viewed as 'digital gold'.

Michael Saylor Reaffirms Institutional Conviction With "Just Buy Bitcoin" Mandate @Saylor officially reiterates his long-standing strategy of aggressively allocating capital to $BTC, reinforcing the "Institutional Bitcoin" narrative. This directive underscores corporate treasuries as the primary force in the current market cycle, prioritizing accumulation of spot assets over speculative trading or complex derivative hedging. The stance continues to pressure corporate boards to treat the benchmark digital asset as a primary reserve currency.

🚨 COINBASE CHIEF BUSINESS OFFICER @ShanAggarwal ON INSTITUTIONAL BITCOIN ADOPTION: "Institutions really want trusted market infrastructure that's been purpose-built for the crypto economy. Coinbase has really built that over the last decade." Who they're working with: "Coinbase serves as the custodian for most of the Bitcoin ETFs. We work with BlackRock, JPMorgan, PNC, American Express, and we now work with 6 of the top 20 global systemically important banks in the world." What institutions actually want: "They're really looking for trusted, regulated market infrastructure that offers the speed, programmability, and 24/7 availability of crypto. Being a publicly traded company that has gone through significant operational due diligence to have that regulated custody stack is what positions Coinbase well to serve as the partner of choice."

you will soon see hashi moving institutional bitcoin into DeFi at a scale that wasn't possible before and this will be one of THE MOST IMPACTFUL protocol launches crypto sees this year powered by @SuiNetwork

The first institutions in bought an asset. The next wave is building on one. Neil Chopra of @FireblocksHQ on where institutional Bitcoin adoption heads once holding it is table stakes. Custody was chapter one. Brought to you by @wrappedxyz and @realmotioninc

Threshold Network is joining the European Blockchain Convention in Barcelona this week, with RC Ramos, Head of Marketing, representing the network on the ground and discussing what comes next for institutional Bitcoin through Verifiable Bitcoin Accounts. If you’re attending @EBlockchainCon and want to exchange perspectives on where institutional Bitcoin is heading, this is a good week to connect.

$1.3 BILLION IBIT DARK POOL DUMP SHAKES BITCOIN MARKET A massive $1.29 billion dark pool block trade hit BlackRock’s $IBIT this morning, marking what traders are calling one of the largest institutional Bitcoin ETF prints ever recorded. The trade reportedly crossed around 10:30am at roughly $43.16 per share, with the single candle exceeding IBIT’s average daily trading volume by itself. Traders say the block sale coincided with sharp downside pressure on Bitcoin’s price action. Dark pool tracking accounts noted the transaction dwarfed prior IBIT institutional prints dating back to March 2024. Rumors are now circulating that the move could trigger the largest single-day Bitcoin ETF outflow on record if confirmed. At the same time, institutional options flow showed nearly $1 million flowing into December 2026 $45 IBIT call options, suggesting at least some large players remain bullish longer term despite today’s apparent liquidation.