ARK Invest, under the leadership of Cathie Wood, highlighted in its recent “Bitcoin Quarterly Report” that Bitcoin’s (BTC) core metrics remain robust.
The report indicates that network engagement, profitability measures, and supply allocation demonstrate a solid market demand foundation with no significant selling pressure from long-term holders.
Insights reveal a positive outlook for Bitcoin’s on-chain positions. A majority of the cryptocurrency is owned by investors who tend to hold rather than spend and are currently seeing gains. This scenario supports potential price increases, especially in the last quarter of 2025. While smaller and mid-sized investors are reportedly boosting their purchases, larger players appear to be reducing their sales activities.
The document also highlights a surge in interest from institutional investors. Digital asset trusts along with spot Bitcoin ETFs now represent roughly 12.2% of the overall supply. This points to an increasing integration of Bitcoin within traditional financial systems, fostering stable demand for strategic investment purposes.
On a broader economic scale, managed inflation rates and an underperforming labor market are setting the stage for possible policy shifts by the Federal Reserve. According to ARK Invest, these policies coupled with government initiatives focused on productivity growth could establish a favorable macroeconomic climate for Bitcoin
*This does not constitute investment advice;*