A fresh survey from Crypto Research Report reveals that 70% of institutions view Bitcoin as undervalued even after a 30% price crash in late 2025.
This sentiment holds strong among banks, asset managers, and family offices, with many expecting a rally as macro conditions stabilize.
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But is this big-money optimism a sign of Bitcoin’s growing macro role, or just another cycle of hopium, this time from the big guns?
What the Survey Actually Found
The report polled 1,200+ institutions across Europe, the US, and Asia, finding 70% believe Bitcoin’s fair value is higher than current levels.
55% plan to increase allocations in 2026, citing Bitcoin’s fixed supply as a hedge against inflation and fiat debasement.
Regulatory clarity (e.g., GENIUS Act progress in the US, MiCA rollout in EU) is seen as a catalyst, with 65% expecting positive impacts.
Family offices lead the bull charge (80% undervalued view), while banks are more cautious (60%).
The report ties this to broader macro, as slowing Fed cuts and geopolitical tensions make Bitcoin’s “digital gold” narrative stickier.
No surprise, in the past years, institutions have piled in during dips, treating BTC as a portfolio diversifier.
How This Fits Institutional Crypto Sentiment Trends
We’ve seen this pattern since 2023–2024, surveys like Fidelity’s showed 60–70% of institutions holding or planning crypto exposure, even through crashes.
In 2025, despite the 30% drawdown, ETF inflows hit $44B, proving big players buy the dip.
Similar takes from VanEck or Ark, undervaluation stems from network growth vs. price lag.
Regulation is the wildcard here, GENIUS Act could unlock more bank involvement, but delays (as in EU MiCA tweaks) keep some on the sidelines.
It’s less retail FOMO and more calculated bets, because institutions see BTC as uncorrelated to stocks in a high-debt world.
Institutions Betting on Bitcoin’s Macro Resilience, Is This the Big Picture?
The findings highlight Bitcoin’s maturation from fringe asset to macro play. Institutions aren’t chasing pumps, no YOLO, no FOMO, no daily when moon.
They’re hedging against systemic risks like debt bubbles or currency wars, and with global debt at $300T+, Bitcoin’s 21M cap looks like a scarcity bet.
Think gold’s role in TradFi portfolios, undervalued during slumps, rallies on uncertainty.
The survey’s human context? If 70% of big money sees BTC cheap, the average Joe’s portfolio might miss out if they’re right, especially with Fed pauses and geopolitics heating up.
TradFi has always allocated to “hard assets” in tough macros, Bitcoin is becoming that for the digital era.
The scale? If institutions ramp allocations, BTC could test $100K+ as survey optimism meets real flows.
70% Say Undervalued, But Who Buys?
In the optimistic playbook, strong institutional sentiment could stabilize BTC through macros, with rallies if regs ease.
Family offices leading means deep-pocketed buying during dips.
The bad news? Surveys often lag reality, 2025’s crash showed sentiment can flip fast on Fed signals or election drama.
And 30% not undervalued view signals caution, over-reliance on institutions could mean less retail-driven pumps.
Still, from zero institutional faith pre-2021 to 70% undervalued now is a strong foundation for steadier growth, even if macros stay choppy.
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Lucrative Macro Bet or Just Institutional Hopium?
Some might call it echo-chamber bias, institutions talk up their bags. After all, it’s not unprecedented that surveys from crypto firms naturally lean bullish.
Skin in the game, plain and simple. But the data backs it, ETF holdings grew through the crash, and hash rate resilience shows network strength. Regs will decide if this turns real.
Institutions betting BTC’s undervalued signals a macro shift, less hype, more hedge.
If they’re onto something, the rally could be quiet but steady. We’ll see if 2026 delivers or disappoints.
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
Cryptocurrency and Web3 expert, founder of Kriptoworld
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With years of experience covering the blockchain space, András delivers insightful reporting on DeFi, tokenization, altcoins, and crypto regulations shaping the digital economy.
📅 Published: January 27, 2026 • 🕓 Last updated: January 27, 2026
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