Coinbase just dropped numbers that hit different as of end 2025 they’re custodying $253 billion worth of Bitcoin, which works out to roughly 2.86 million BTC. That’s straight up 14.3% of the entire circulating supply sitting in one regulated platform. Total crypto assets under their custody reached $376 billion, with $56 billion in ETH, $17 billion XRP, $13 billion SOL, and solid chunks in USDC and others.
This isn’t some small milestone. It’s a massive signal that institutions are continuing to park serious capital in crypto through trusted, US-regulated custodians. When that much BTC is locked away in cold storage and not on exchanges ready to sell, sell pressure naturally eases over time. The psychology shifts too big players aren’t flipping for quick gains; they’re holding long-term, which supports higher floors and reduces the severity of dips.
For traders this means the same thing we’ve seen play out before: reduced available float + growing institutional demand usually translates to stronger upside resilience. BTC benefits the most directly from this kind of custody concentration, but the spillover flows into correlated assets like ETH and SOL since they’re part of the same ecosystem and get pulled along when macro confidence in crypto custody improves.
Plenty of people posted this stat already, but the real edge is in what it actually implies for positioning right now less panic selling on red days, more conviction on green ones. Still early in the institutional wave, and numbers like these keep reminding the market why the long game looks so asymmetric.
You seeing this as bullish confirmation or just another data point? Let me know your read below.
#BTCsupply #Institucional #USRetailSalesMissForecast #TrumpCanadaTariffsOverturned #USNFPBlowout