Bitcoin News Today: Institutions Ignore Volatility, Bet on Bitcoin's Long-Term Surge

Bitcoin's recent price correction has drawn bullish commentary from Raoul Pal, founder of Real Vision, who dismisses short-term volatility as "noise" for long-term holders. Pal argues that global liquidity cycles and digital transformation remain strong, positioning Bitcoin as a strategic asset for investors with a multi-year horizon Raoul Pal Signals Rising Liquidity Amid Bitcoin Selloff^[1]. His analysis aligns with broader institutional and whale activity, as large-scale buyers continue to accumulate the cryptocurrency despite market fluctuations.

Pal emphasized two critical questions for long-term investors: whether the world will become more digital and whether liquidity and business cycles have peaked. He asserts that if both answers are affirmative, temporary price fluctuations are irrelevant. This perspective is supported by on-chain data showing increased whale activity. For instance, a prominent OTC whale recently purchased 60,333 ETH ($238.7 million) during a dip, while institutions like Bitmine and others added significant ETH holdings through platforms like FalconX and Kraken Institutional Buying vs. Bitcoin Price Action: A 2025 Market Breakdown^[4]. Similar patterns are observed in Bitcoin, with exchange outflows hitting multi-month highs as institutional investors withdraw BTC for long-term storage .

The macroeconomic backdrop reinforces this narrative. Global liquidity, driven by central bank policies and corporate treasury strategies, continues to favor risk assets. Bitcoin ETFs have seen over $20 billion in net inflows by mid-2025, with BlackRock's IBIT and Fidelity's BTC Fund leading the trend. Publicly traded companies, including MicroStrategy and Marathon Digital, have accumulated over 3.8 million BTC collectively, reflecting growing institutional confidence . Additionally, regulatory clarity-such as the SEC's classification of ETH as a commodity-has further solidified institutional adoption Whale Buys 60,333 Ethereum in OTC Move: $238.7M Bullish Signal^[3].

Technical analysis also highlights a bullish outlook. Ethereum, for example, is testing critical resistance levels near $4,600, with whale accumulation suggesting potential for a breakout toward $5,000. Bitcoin, though consolidating in a narrow range, has shown resilience in retaining long-term holders, with over 70% of total supply held in wallets for more than 12 months . Pal's own price projections for Bitcoin by 2025 range from $200,000 (worst case) to $500,000 (bull case), citing parallels to the 2017 liquidity-driven surge Famous Millionaire Raoul Pal Reveals Three Scenarios He Expects in Bitcoin Until the End of 2025^[2].

Retail investor participation, however, remains muted. Exchange inflows have declined, and social media sentiment reflects cautious optimism. This contrasts with institutional and whale activity, which continues to drive market dynamics. Analysts attribute this divergence to macroeconomic factors, including the U.S. dollar's strength and high bond yields, which temper broader risk-on sentiment .

Despite short-term volatility, the consensus among macro investors and on-chain data suggests a long-term bullish trajectory. Pal's "Buy The Fing Dip" (BTFD) mantra underscores the belief that corrections present accumulation opportunities. With global liquidity cycles still expanding and digital adoption accelerating, Bitcoin's role as a hedge against inflation and geopolitical uncertainty is gaining institutional traction Raoul Pal Signals Rising Liquidity Amid Bitcoin Selloff^[1].