Wed 14 Jan 2026 ▪
4 min read
▪
by
Luc Jose A.
At the start of 2026, markets show a striking contrast: traditional funds attract record inflows, while Bitcoin ETFs lose momentum. This divergence, far from anecdotal, could signify a strategic shift among institutional investors, between seeking stability and persistent distrust of cryptos. In an uncertain economic context, arbitrages harden, redefining allocation priorities. Bitcoin, long touted as an alternative safe-haven asset, now seems relegated to the background by portfolio managers.