Bitcoin Faces Macro Headwinds but Institutions Remain Bullish
The post Bitcoin Faces Macro Headwinds but Institutions Remain Bullish appeared on BitcoinEthereumNews.com.
A Coinbase survey found that around 71% of institutional investors believe Bitcoin is undervalued while trading between $85,000 and $95,000, even as it underperforms gold, silver, and equities. Despite a nearly 30% pullback from its October peak, most institutions report holding or increasing their crypto exposure and say they would buy on further declines. This long-term conviction is also reflected in Colombia, where AFP Protección, the country’s second-largest private pension fund manager, is preparing to launch a tightly controlled Bitcoin-linked investment option for qualified clients. Institutions See Bitcoin as Undervalued A majority of institutional investors believe Bitcoin is undervalued at current levels. This is according to new research from Coinbase, even as the cryptocurrency continues to lag behind traditional assets like precious metals and equities. In its Charting Crypto Q1 2026 report, Coinbase said that roughly 71% of institutional respondents and 60% of independent investors that were surveyed felt Bitcoin was undervalued while trading in the $85,000 to $95,000 range. The survey was conducted between early December and early January, and it included 75 institutional investors and 73 independent investors. (Source: Coinbase) During the survey window, Bitcoin remained range-bound between $85,000 and $95,000, a level that 25% of institutions described as fairly valued. Only a small minority, around 4%, believed Bitcoin was overvalued. At press time, Bitcoin was trading near $87,800, down close to 30% from its October all-time high of $126,080, according to data from CoinCodex. The pullback followed a sharp market crash on Oct. 10 that wiped out more than $19 billion in leveraged positions, triggering a broader risk-off environment across digital assets. BTC’s price action over the past 6 months (Source: CoinCodex) Since that downturn, crypto markets struggled to regain momentum. Coinbase pointed to geopolitical uncertainty as a key drag on sentiment. Tariff threats from the Trump…
Filed under: News - @ January 26, 2026 8:31 am