The post Key Trends ARK Invest Says Will Reshape Bitcoin Adoption in 2026 appeared on BitcoinEthereumNews.com.

TLDR: ETFs and DATs held 12% of Bitcoin supply by end of 2025, exceeding new supply absorption. Sovereign holdings now include 325,437 BTC in the U.S. Strategic Bitcoin Reserve. Bitcoin drawdowns remain below 50% in the current cycle, reflecting deeper market liquidity. ETFs reached adoption levels in under two years that gold ETFs took over 15 years to achieve. Bitcoin is increasingly viewed as a strategic asset for institutional investors.  Spot ETFs, corporate treasuries, and sovereign holdings absorbed more supply than miners produced in 2025. The U.S. Federal Reserve’s early rate cuts and monetary easing have increased demand for scarce digital assets.  Regulatory clarity, including the U.S. CLARITY Act, supports broader adoption across traditional financial platforms. Structural Demand and ETF Expansion Spot Bitcoin ETFs reshaped the supply-demand balance, absorbing 1.2 times the newly mined supply and recirculated coins in 2025, according to ARK Invest data.  By year-end, ETFs and digital asset treasuries (DATs) controlled over 12% of bitcoin’s total supply. Morgan Stanley and Vanguard expanded access to regulated Bitcoin products, including ETFs, creating a bridge to traditional capital pools.  Even amid a major October liquidation and market volatility, ETF growth outpaced supply expansion, reflecting stronger structural demand. Corporate adoption also expanded, with S&P 500 and Nasdaq 100 indices including bitcoin-exposed companies like Coinbase and Block. Digital asset treasury firms now hold over 1.1 million BTC, representing 5.7% of total supply, mostly long-term holdings.  Strategy, formerly MicroStrategy, maintains 3.5% of bitcoin’s total supply as a treasury reserve. Sovereign involvement increased, highlighted by the U.S. Strategic Bitcoin Reserve holding approximately 325,437 BTC, or 1.6% of supply. The expansion of regulated vehicles and institutional demand coincides with regulatory progress. The CLARITY Act aims to define the lifecycle of digital assets and streamline oversight between the SEC and CFTC.  Texas and other states continued…

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Filed under: News - @ February 18, 2026 6:21 am