Experts weigh in on Bitcoin's market moves: ‘When Institutions miss the boat, they bring it back’

As Bitcoin hovers around $88,000, analysts are debating whether major institutional players and sovereign wealth funds are waiting for a bigger dip before making their moves.

Speaking on Roundtable , experts suggested that while retail investors fear price swings, institutions are quietly planning their entries.

"If they're smart, there’s no better time than now to start engaging," said Tom Ngo, Executive Lead at Metis. "You always hear the stories: ‘I wish I did this at this point in time.’ These guys have their teams, their trading desks, and financial guidance. There’s already a lot of activity happening behind the scenes that people don’t want to talk about."

With BlackRock and Citadel now providing liquidity in the Bitcoin market, speculation is mounting over their role in price fluctuations. Some believe these institutions are engineering short-term dips to accumulate at lower prices.

Governments are playing catch-up

Kelly Kellam, Director at BitLab Academy, criticized government hesitancy in adopting Bitcoin, citing the European Central Bank (ECB) and Germany as examples of poor decision-making.

"I would only hope that world governments would be that smart. Unfortunately, we’ve seen a persistence of bad decision-making globally," Kellam said. "The ECB today just talked about Bitcoin’s volatility as a reason they’re not buying. Germany sold a few months back and, within two months, missed out on $3 billion in potential profits."

He pointed out that major institutions understand Bitcoin's long-term trajectory better than most governments.

"A friend of mine, Tim Warren from Investing Bros, has a great saying: ‘When retail misses the boat, we miss the boat. When institutions and major market players miss the boat, they bring the boat back.’"

A normal bull market?

While many are watching Bitcoin’s price movements nervously, Kellam argues that the current market behavior is well within historical norms.

"People see a 20% dip and panic, but if you zoom out, this is exactly how Bitcoin behaves in every bull market," he said. "In 2017, we had 11 drops of 15% or more and eight drops of 25-40% before hitting $20,000. Everything right now is well within that context."

His advice for investors? "Buy the fear. Stop buying once it's running away because then you only become excellent liquidity."