According to @ki_young_ju, US custody wallets holding 100–1,000 BTC each—excluding exchanges and miners—provide a rough gauge of institutional demand, and ETF holdings are included in this read. Source: @ki_young_ju, X, Jan 19, 2026. Over the past year, this cohort added 577K BTC (about $53B), and inflows are still continuing, indicating sustained institutional buying pressure for BTC. Source: @ki_young_ju, X, Jan 19, 2026. Traders can monitor the 100–1,000 BTC US custody wallet cohort and ETF balances as a proxy for institutional flow momentum. Source: @ki_young_ju, X, Jan 19, 2026.

According to the source, Bitwise reports that institutional investors purchased about 30,000 BTC year-to-date in 2026 while roughly 5,700 BTC were mined over the same period, a demand-to-new-issuance ratio of approximately 6x and net absorption of about 24,300 BTC (source: Bitwise). The figures compare 2026 institutional purchases with contemporaneous mining output, indicating institutional demand outpacing newly created supply in January 2026 (source: Bitwise).

According to @FarsideUK, the WisdomTree Bitcoin ETF recorded a daily net flow of US$0 million on Dec 25, 2025, based on the Farside Bitcoin ETF flow tracker at farside.co.uk/btc, source: Farside Investors. This reflects no net inflows or outflows for the WisdomTree US Bitcoin ETF on that date, source: Farside Investors. Full dataset and disclaimers are available at farside.co.uk/btc, source: Farside Investors.

According to @FarsideUK, the VanEck US spot Bitcoin ETF recorded $0 million in daily net flow, indicating no net creations or redemptions for the day, source: https://twitter.com/FarsideUK/status/2001455031409615098 and https://farside.co.uk/btc/. @FarsideUK also reports that 5% of profits from this product are allocated to Bitcoin developers, source: https://twitter.com/FarsideUK/status/2001455031409615098. For complete ETF flow data and disclaimers, consult the Farside dataset, source: https://farside.co.uk/btc/.