Markets

Bitcoin withstands global volatility and rises to $74.000: The key lies with large investors, according to Bernstein

March 18th 2026

Bernstein analysts explain the rise in Bitcoin's price as being due to inflows into spot ETFs and corporate purchases.

Bitcoin remains strong in the market and hovers around $74.000 this week, consolidating its position as the most resilient digital asset against the volatility of global finance.

According to a report by the asset management firm Bernstein, this stability is reflected in the behavior of current holders. More than 60% of circulating bitcoins have remained unchanged for over a year, a clear sign that a large portion of their holders are confident in their long-term value, according to the firm.

According to Bernstein analysts, the presence of institutional investors has played a decisive role, because as more companies incorporate Bitcoin into their corporate portfolios, the amount of coins available for trading on the markets has steadily decreased. Bernstein believes this reduced supply is strengthening the price of BTC, making it less volatile in the face of economic fluctuations.

Taken together, all these factors outline a more mature market with fundamentals that support the stability of the world's leading digital asset.

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Confidence in Bitcoin continues to grow

So far in March, Bitcoin-based exchange-traded funds continue to attract the attention of major financial players. According to the data According to SoSoValue's most recent figures, in the last three weeks these investment vehicles have accumulated more than $2.200 billion in net inflows, driven mostly by institutions reinforcing positions with a long-term outlook.

This constant inflow of capital underscores Bitcoin's role as a strategic digital reserve, capable of maintaining its appeal in a complex global environment. At the corporate level, treasuries that integrate Bitcoin into their balance sheets maintain a sustained absorption of the available supply, reinforcing the trend toward a greater institutional presence within the ecosystem.

Bitcoin's price recently reached $74.000 per unit, marking a cumulative gain of over 7% for the week, amid geopolitical tensions and significant movements in traditional markets. Bernstein analysts highlight that, in the face of international instability, Bitcoin has shown its ability to respond as a liquid, global, and easily transferable asset.This increases its appeal to corporations seeking to diversify their reserves.

Among the most notable institutional transactions are undoubtedly those of Strategy, which has acquired over 43.300 BTC so far in March, making an investment of approximately $3.000 billion. This move reinforces the company's position as the world's largest corporate Bitcoin holder.

According to data from Bitcoin TreasuriesInstitutional and corporate holders already concentrate a significant portion of the circulating supply, reflecting how Bitcoin is becoming increasingly integrated into the global financial architecture.

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Bitcoin strengthens amid the surge in long-term holdings

The inactivity of 60% of the Bitcoin supply reflects that a large portion of the tokens are held by investors who are maintaining their positions for the long term. This pattern, far from being a mere statistic, reflects a growing view of Bitcoin's role as a store of value in the face of global economic uncertainty.

Recent data from the Bernstein report indicates that institutional interest continues to strengthen. Capital inflows into Bitcoin exchange-traded funds have begun to offset previous outflows, stabilizing the market and reinforcing its structure against volatility. Corporate money is not looking for short-term fluctuations, but rather exposure to an asset that is already perceived as part of the long-term financial landscape.

As large funds and companies adjust their portfolios, Bitcoin is solidifying its position as a key component of digital asset management strategies. Its role within the blockchain ecosystem is no longer solely based on its price; it rests on the credibility built over nearly two decades of uninterrupted operation.

For analysts, all this indicates that the market is heading towards a new stage where stability is no longer measured by the absence of change, but by the sustained confidence of those who decide to maintain their position.