Bitcoin's Institutional Maturity and Future Price Predictions

According to BlockBeats, Ark Invest analyst and portfolio manager David Puell has highlighted a shift in Bitcoin's next phase, emphasizing that investor participation will depend more on the proportion of exposure they are willing to allocate and the investment tools they choose to engage with, rather than merely believing in the asset. With the introduction of spot Bitcoin ETFs in 2024 and the rapid development of digital asset treasury strategies, Bitcoin has crossed a significant threshold into institutional maturity. The combined holdings of ETFs and digital asset treasuries now account for approximately 12% of Bitcoin's total supply, exceeding expectations and becoming a major driver of price trends by 2025, a trend likely to continue into 2026. As the amount of Bitcoin absorbed by ETFs and corporate treasuries surpasses expectations, the market is entering a more institutionalized phase with reduced volatility. Ark Invest remains confident in its long-term valuation framework for Bitcoin. Based on Ark's published valuation model, predictions for Bitcoin's price by 2030 include approximately $300,000 in a bear market scenario, around $710,000 in a baseline scenario, and up to $1.5 million in a bull market scenario. David Puell stated that driven by the 'digital gold' narrative and institutional adoption, the company still expects Bitcoin to reach between $300,000 and $1.5 million by 2030. Puell also noted that as volatility decreases and the extent of pullbacks narrows, Bitcoin may become increasingly attractive to investors with lower risk appetites in the next cycle.