Institutional Investors Boost Bitcoin Amid Economic Shifts – Coincu

John D’Agostino, from Coinbase, highlighted a surge in Bitcoin investments by institutional investors in April. This strategic move was driven by macroeconomic changes such as de-dollarization and inflation concerns amid new U.S. tariff policies.

The shift signifies institutional entry into Bitcoin as a hedge against economic uncertainties. These actions have contributed to Bitcoin’s price rise, decoupling it from technology stocks.

Institutional Shift: Billions Moved into Bitcoin in April

In April 2025, large institutional investors, including sovereign wealth funds and major insurance companies, increased their Bitcoin investments. John D’Agostino from Coinbase reported this was largely due to macroeconomic changes like the U.S. tariff policy announced on April 2, which revived discussions on the longevity of the US dollar as a global reserve currency.

Institutions strategically shifted their portfolios, with a focus on Bitcoin due to its inflation resistance and potential as a gold substitute. Bitcoin’s fixed supply and non-tamperability were key in its role as an inflation-resistant asset in global macro models. The new tariff policy fueled discussions that impacted these allocations.

Market responses showed visible changes, as highlighted by a 13% rise in Bitcoin prices amid negative retail flows. While Bitcoin ETFs saw net outflows, institutional buying continued. John D’Agostino commented on institutional awareness, stating, “Institutions, sovereigns, patient pools of capital were piling in. Retail via the ETF were exiting. So you’ve got to ask yourself, what do the institutions know?”

Bitcoin’s Price Surge: Decoupling from Tech Stocks

Did you know? Bitcoin’s 13% price rise in April coincides with similar historical patterns, where institutional accumulation often decouples Bitcoin from technology stocks and market trends. Such periods reflect Bitcoin’s increasing use as a macro hedge.

Bitcoin (BTC) currently trades at $92,342.92, boasting a market cap of $1.83 trillion and a dominance of 63.61%, according to CoinMarketCap. The 24-hour trading volume fell by 34.99% to $38.46 billion. Over the last 90 days, Bitcoin’s price has dropped by 12.16%.

Insights by Coincu suggest potential impacts from continued institutional investment in Bitcoin as a reserve asset. The consistent buy patterns signify future price stabilization independent of tech stocks. Bitcoin’s role in macroeconomic strategies highlights its growing importance amid economic changes.