The second upward wind for Bitcoin is arriving and the climb will be explosive
In the environment it feels … when something different is approaching, signs that are very easy to interpret. In the Bitcoin ecosystem (BTC) that reality is not different. With certainty I tell you: the second upward wind that will take BTC to its maximum cycle and the climb will be explosive.
It all started in January 2024, when the historical decision of the US stock and values commission arrived. That was the epicenter of an earthquake that was not going to begin to feel but months later.
This is how, in the midst of the new Bitcoin upward market, the corporate and institutional domain on investments in the digital currency created by Satoshi Nakamoto was largely present. It was undeniable that Companies fell round to the seduction of free money to adopt it as a reserve asset.
The institutional investment was managed in different ways, but being the indirect, through the ETFs, one with great impact. Quickly after these vehicles were allowed to negotiate in the US stock markets, a period of accumulation and aggressive purchase of BTC began by investors in these financial instruments, benefiting the price of the currency.
To put it in context, in the five months that have elapsed from 2025, ETFs, as well as other BTC investment funds, have acquired the equivalent of more than 49,000 BTC, as reported by cryptootics. And since its broadcast, more than a year ago, these instruments have accumulated 1.18 million BTC. That is more than the assets saved by Sato Nakamoto himself.
This promotes upward price, since there is more demand than supply in all Bitcoin markets, including that of ETFs. In addition, its accumulation reflects confidence in BTC, attracting more investors and amplifying the price.
On the other hand, the ETF compete for BTC with other holders, and in a context of limited offer, after the 2024 bitcoin halving, a strong bullish pressure is generated.
In addition to the investment in the ETFs, a trend between companies that did decide directly to BTC, following Strategy’s footsteps (formerly Microstrategy). Seeing this currency as an asset of value reserve, dozens of companies from different items and in several countries began to open their own treasury, accumulating BTC in an unprecedented way.
There are many examples, such as Metaplenet, Rumble, Genius Group, Jiva Technologies, Semler Scientific or Solidion Technology; Which decided to involve BTC in their business reserves, as reported by cryptoics.
The direct purchase of Bitcoin by companies generates bullish pressure on its price because, as with the ETFs in cash, reduces the circulating offer by removing BTC from the marketwhile demand increases.
These purchases, often significant and ranging from tens to thousands of BTC, They compete with other investors for a limited supply. This imbalance between supply and demand, combined with the perception of Bitcoin as a value reserve, promotes increases in the price.
The last component of the explosive cocktail
In the midst of this institutional and corporate domain, where large and medium -sized companies took and starred in a huge participation in the Bitcoin market; Retail investment, that, who responds to common individuals, small savers and bitcoiners without great treasures, fell asleep.
That retail break, which was interpreted as a market abandonmentexerted a bearish pressure on the price of BTC, since a constant sale of assets was created, subtracting spaces from a saving, accumulation and appreciation scenario.
But that is about to change … as I said at the beginning, there are winds of change and they already feel in the environment. Everything indicates that the bassists will stop distorting the horizon, will surrender, will not continue to sell (or the vendors will end up leaving the market, leaving the buyers). On the other hand, it is clearly imminent a stage in which an unprecedented capital mass will enter the marketwhich will link the wholesalers (institutional) and retailers (the bitcoiner on foot), for the benefit of Bitcoin.
That stage, identified by the Colombian analyst Juan Rodríguez as a second upward wind for Bitcoin, will be driven by the Bitcoiners Retail cohort. According to Rodríguez, it will be these small investors who influence the btc bundle trend, potentially taking it to new maximumsas reported cryptootics.
Indeed, recent Glassnode data suggests that the feeling for staying out (FOMO), is already impacting both BTC’s big investors, as well as the little ones. The latter, They would come like the cherry of the cake For the explosive cocktail of the price.
That firm says, according to a recent cryptootic report, that small holders (those with less than 1 BTC) have a remarkable accumulation index. Something that has also been extrapolated to other types of investors.
This, in other words, implies that retail investors, which amount to more than 200 million users, are looking for a greater market share, placing spaces between those who have funds assigned to BTC.
And their impact is no small thing. Historically, it has been evidenced that a massive activity by retailers has positively influenced the price of Bitcoin. A key example was in 2017, when BTC played the USD 20,000, as well as in 2021, When the historical of USD 69,000 was reached.
The following graph, provided by Macromicro, shows the activity of the Bitcoin Directorates of Retail Inverters on those of Institutional Investors (Blue Line) and the price of BTC (Yellow Line), in a historical range. As can be seen, while the activity of retail investors has grown, The price of Bitcoin has tended to increase, reaching historical maximums:
Now, still There are no indications of a massive retail entry. There are only very clear signals. But it has not been completed. In fact, this is demonstrated by the historical graph of Google Trends, which shows that “Bitcoin” searches in Google are still without exploiting (as it happened in 2017 and 2021).
Thus, everything indicates that the true retail trend is already on the way and will be booming again. This due to a combination of economic, technological, social and psychological factors. Among them, distrust in traditional financial institutions, the digitalization of the economy, the upward market cycles and media coverage, elements that usually feed speculation and phomo, attracting retail investors in search of profits.
Although this does not mean that there will be less participation in the institutional part. On the contrary, this sector of investors will continue active, accumulating and buying BTC in a massive way. What does imply is that, together with that institutional army, Retail cavalry will arrive.
And already that retail bitcoiner cohort is returning to the market, although little by little, as Glassnode demonstrates. Moreover, retailers have a quite feasible incentive, which is the reduction of interest rates in the US. If this event is confirmed, BTC’s retail adoption will be further stimulated, enhancing the upward flood.
The equation is very clear. The sum of wholesale and retail investors turning by BTC, They will take this digital asset to new cycle maximums. In that way, emulating a behavior that has already been seen in the past.
Where it is seen, the perfect mixture for the price of BTC to explode massively will be ready very soon. And we will see, without a doubt, a Bitcoin walking in a Franco pace towards new roofs.
Discharge of responsibility: The views and opinions expressed in this article belong to its author and do not necessarily reflect those of cryptootics. The author’s opinion is informatively and under no circumstances constitutes an investment recommendation or financial advice.
