15 institutions explain why they didn’t sell Bitcoin after a 50% drop

A recent analysis by asset manager Bitwise highlighted that 15 heavyweight institutions in the financial sector not only resisted the temptation to sell their Bitcoin positions during the 50% drop in recent months, but some also chose to increase their investments. The survey, conducted in September 2026, shows the maturing of the institutional market and brings relevant lessons for investors of all profiles.

Institutional resilience in the face of volatility

According to the report, the institutions surveyed manage billions of dollars in assets and play a central role in the cryptocurrency investment ecosystem. Among them are pension funds, family offices, asset managers, and consultancies. Even with Bitcoin falling from all-time highs of around $70,000 to the $35,000 range in the first half of 2026, none chose to liquidate their positions.

The study points out that, for this group, Bitcoin’s volatility is already a factor incorporated into their strategy. Many participants stated that the long-term thesis for the asset remains intact and that price drops are seen as buying opportunities, not a reason to panic.

Reasons for holding (or buying more) Bitcoin

Among the main reasons cited by institutions for not selling are their conviction in Bitcoin’s future appreciation potential, its role as an alternative store of value, and the expectation of new waves of global adoption, including by governments and large companies. Some institutions reported that, in light of the drop, they reviewed their portfolios and decided to increase their exposure, taking advantage of more attractive prices.

Another recurring factor mentioned was the low liquidity profile of institutional portfolios, which typically operate with investment horizons of years, not months. According to the managers interviewed, hasty decisions during periods of high volatility can compromise long-term results.

Impacts for the market and investors

The stance of these institutions reinforces the idea that the crypto asset market is shifting to a more professional profile, with less room for emotion-driven moves. The Bitwise study may also influence individual investors, showing that institutional behavior tends to be more rational and fundamentals-driven.

Furthermore, maintaining or increasing institutional positions during the drop may have helped limit selling pressure and supported a quicker recovery in Bitcoin’s price in the following weeks. For the market, this kind of stance serves as a sign of confidence in the future of the leading cryptocurrency.

What to watch going forward

With institutional participation growing in the crypto universe, investors should monitor not only price movements but also reports and research indicating the behavior of these major players. Changes in stance may signal important trends for the market as a whole.

Want to trade crypto with AI support? Check out Zayion AI, Bianchi Capital’s trading assistant.

With information from BeInCrypto Brazil, September 2026.

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Alexandre Bianchi

Fundador da Bianchi Capital e do Zayion AI. ~10 anos no mercado de ativos digitais, autor de referência e presença na mídia.

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