CoinDesk Podcast Network How Institutional Demand Is Backing Bitcoin Resilience | Markets Daily
Jun 27, 2025
Federico Brokate, Head of U.S. Business at 21Shares, shares insights on Bitcoin’s remarkable stability amid geopolitical challenges. He discusses the increasing institutional demand for Bitcoin, notably from corporate treasuries like MetaPlanet. Brokate highlights how upcoming ETF filings could shift market dynamics and enhance Bitcoin's appeal to financial advisors. He also advocates for reinstating the first-to-file principle in ETF approvals, arguing it could spark innovation and broaden investor access.
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Bitcoin's Market Maturity Shines
- Bitcoin's recent price stability during geopolitical tension shows its market maturity.
- Institutional buy-and-hold investors and regulatory support boost confidence and reduce volatility.
Bitcoin ETF Flows Drive Ownership
- U.S. Bitcoin ETFs have attracted $12-$13 billion in flows this year, contributing to $50 billion organic inflows since 2024.
- ETF buying directly increases Bitcoin ownership, supporting its growth despite price range trading.
Early U.S. Crypto ETF Buyers Profile
- Early buyers of new U.S. crypto ETFs are mainly crypto-native or crypto-adjacent investors.
- Over time, broader adoption will follow as education and product narratives improve.