67% of Institutional Investors Expect Mega Bitcoin Rally in the Next 3–6 Months
A brand new Coinbase Institutional research report reveals that 67% of institutional traders anticipate a significant Bitcoin rally inside the subsequent 3-6 months heading into 2026.
This bullish sentiment comes at a vital second, when Bitcoin funding charges are flashing detrimental, and $7 trillion sits idle in cash market funds, ready for the proper sign.
David Duong, head of analysis at Coinbase Institutional, famous that amongst 124 respondents from a joint Coinbase Institutional and Glassnode survey,” 67% of institutional traders and 62% of non-institutional traders keep a bullish outlook for BTC over the coming 3-6 months.”
However, each institutional (38%) and non-institutional (29%) traders determine the macro surroundings as the main tail threat for crypto markets in the subsequent 3-6 months.
Mega Bitcoin Rally Backed By DATs and Macro Easing
While the agency held an optimistic view getting into This fall, the leverage flush on October 10 prompted them to advocate warning.
Still, Duong said they count on continued crypto assist from sturdy liquidity, a positive macroeconomic backdrop, and constructive regulatory developments.
“Bitcoin, in specific, could outperform market expectations pushed by macro tailwinds.”
Opinions differ on the place Coinbase respondents stand in the market cycle.
Nearly half (45%) of establishments imagine we’re in a late-stage bull market, in comparison with simply over one-quarter (27%) of non-institutions.
Coinbase, nevertheless, anticipates the Federal Reserve will ship two more rate cuts this quarter, which might encourage traders to deploy some of the $7 trillion at the moment sitting in cash market funds.
The Glassnode Analyst Team highlighted the influence digital asset treasury firms (DATs) are having in supporting a possible crypto rally.
Bitcoin DATs now management roughly 3.5% of the token’s circulating provide, whereas main ETH-focused DATs personal 3.7% of ether’s provide.
Although most DAT valuations have dropped not too long ago, “we imagine DATs will proceed to offer a significant supply of demand in the quarter forward,” Duong stated.
Coinbase’s custom Global M2 Money Supply Index, an optimized mix of money-supply progress that leads Bitcoin by 110 days, now exhibits roughly 0.9 correlation with BTC’s actions.
The analysis exhibits that Bitcoin’s correlation with US shares decreased from 0.55 to 0.40 in Q3, whereas its correlation with gold flipped from -0.09 to 0.23.
Similarly Bitcoin’s MVRV value currently sits at 0.85, that means the present worth is 15% beneath the market common price foundation.
Bitcoin Could See a $113K Short Squeeze
Bitcoin is now making an attempt to get better this deficit earlier than resuming its rally.
When a correction ends, the market usually enters a section of disbelief, when traders wrestle to imagine the pattern might flip bullish once more.
This conduct is especially seen in derivatives markets by BTC funding charges.
CryptoQuant analysts noticed that on Binance, funding charges stay detrimental, a transparent signal that brief positions dominate.
Over the previous week, funding charges stayed detrimental six out of seven days, hovering round -0.004%.
This stems from the October 10 liquidation occasion that severely shook dealer confidence.
But paradoxically, the longer this disbelief persists, the stronger the potential for an explosive upward transfer.
If the uptrend continues, the rising accumulation of brief positions might gasoline the subsequent leg increased.
As these shorts get liquidated, costs would surge, triggering a brief squeeze.
“In such a state of affairs, the rally might rapidly lengthen towards main liquidity zones round $113,000, and doubtlessly as much as the $126,000 area, each ranges the place substantial brief order liquidations are clustered,” CryptoQuant analyst Darkfost added.
This sample unfolded not too long ago in September 2024, when BTC dropped to $54,000 earlier than rebounding previous $100,000 for the first time, and in April 2025, when BTC rallied from $85,000 to $111,000, then to $123,000.
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