Coinbase: 67% of Institutions Expect Bitcoin to Rise Soon

Coinbase reports that 67% of institutional investors remain bullish on Bitcoin for the next three to six months, citing strong macro conditions and growing market confidence.

Institutional optimism drives Bitcoin outlook

According to Coinbase Institutional, 67% of institutional investors expect Bitcoin’s price to rise over the next three to six months. The firm’s research report, titled Navigating Uncertainty, found that sentiment remains broadly bullish heading into 2026.

David Duong, head of research at Coinbase, said institutions see the current market pullback as an opportunity to accumulate assets. Still, 45% of institutional respondents believe the market is in the late phase of a bull run, while 27% of retail investors share that view.

Crypto treasuries are buying the dip

Coinbase highlighted that crypto treasury companies have become a key driver of market demand. BitMine, chaired by Tom Lee, reportedly purchased more than 379,000 ETH worth $1.5 billion following Ethereum’s recent drop below $4,000.

Meanwhile, Michael Saylor hinted that Strategy could increase its Bitcoin holdings after revealing a chart showing $69 billion in BTC reserves. Analysts note that such actions demonstrate continued long-term conviction among institutional buyers.

Bitcoin bull run could extend into 2026

Duong wrote that the crypto bull market “has room to run”, though sentiment turned more cautious after the October 10 events. He emphasized the combination of resilient liquidity, supportive macro trends, and regulatory stability.

Coinbase expects two additional Fed rate cuts and fiscal stimulus in China to fuel further growth.
According to the firm, Bitcoin remains the most attractive asset for institutional positioning, while investors maintain a more measured stance toward altcoins.