机构对 BTC 的大额流动明显在回升,但绝大部分存量资金还处于闲置状态。
期权和信用利率已经给出了方向:比特币的原生收益结构正在成型。
等这些 idle BTC 被重新部署,BTC 才会真正从“储备”走向“生产”。🟠
Institutional activity around Bitcoin is accelerating in ways that are becoming hard to ignore.
Coin Metrics shows that transfers above $1M have climbed to their highest levels since 2021, and Chainalysis reports that institutional-sized flows now represent nearly 75% of all value moved onchain this year.
Yet the majority of institutional Bitcoin still sits idle.
SaylorTracker counts more than 340,000 BTC in corporate treasuries, and CryptoQuant tracks more than 2M BTC held in exchange reserves, largely inactive and generating no return.
The first signs of structural yield are taking shape.
Deribit and CME report over $13B in institutional options open interest, and Matrixport Research notes rising demand for overcollateralized BTC credit with borrowing rates between 3% and 7%.
These markets outline the beginnings of a Bitcoin-native yield curve built on transparent collateral and consistent settlement.
A productive Bitcoin economy develops when this idle capital is redeployed into issuance, coordinated settlement, and structured credit.
The early signals are already visible across trading behavior, collateral movements, and institutional borrowing.
They point toward a future where Bitcoin functions not only as a reserve asset but as active financial infrastructure 🟠

4.59K
20
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.


