Why Bitcoin’s Next Boom May Come From Institutions, Not Retail

Bullish Gator

Scott Melker argues institutions — not retail — could fuel Bitcoin’s next rally as ETF flows recover, corporate balance-sheet buys rise, Michael Saylor slows, and crypto services and lending expand.

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What stands out

Scott Melker opened by saying Bitcoin isn’t hunting for a new narrative, it’s hunting for a new buyer, and that line matters because the buyers have shifted from retail meme-frenzies to institutional balance-sheet allocations. He points to Michael Saylor slowing purchases, recovering Exchange-Traded Fund (ETF) flows, and corporate and regional experiments like Japan and New Hampshire as the likely sources of durable demand. That matters for platforms that sit between customers and custody, which is where Robinhood’s crypto expansion comes into the story.