Report Glass node It states that Bitcoin’s latest market cycle is displaying “atypical” characteristics. The company points out that BTC has matured as a global asset with deep liquidity, allowing investors to negotiate anytime, even when traditional markets are closed.

This accessibility has positioned this cryptocurrency uniquely in the financial scenario, especially during macroeconomic uncertainty.

Bitcoin as a global value reserve: resilience and volatility

According to Glassnode, Bitcoin has become a value reserve and a means of exchange. The company cited a net capital flow of over US $ 850 billion and a daily economic volume of nearly $ 9 billion.

In addition, nations such as Butão and El Salvador have integrated Bitcoin in their financial strategies, while US government discussions continue to explore their role as an active potential for strategic reserve.

The report also recognizes its market capitalization of $ 2 trillion, classifying it as the world’s seventh largest asset, surpassing silver, saudi and the goal. However, the reaction of the pioneering crypto to global events, such as President Donald Trump’s fares, is an important highlight.

During the weekend, this and other digital assets have fallen sharply in response to the new tariffs of the US administration of the president of Mexico, Canada and China. With traditional closed markets, Bitcoin experienced significant volatility.

The BTC fell from $ 104,000 to below $ 93,000, while both Ethereum and Solana lost more than 20% at the time.

According to Glassnode, this reaction reflects the role of Bitcoin as a 24/7 global asset that investors use in response to macroeconomic developments. This is aligned with Robert Kiyosaki’s perspective that the recent correction was an ideal time for wealth construction amid the global economic uncertainty.

Institutional investors boost market trends

In addition, Bitwise, Matt Hougan, suggested that President Trump’s recent executive order could further influence the BTC market cycle. The order that affects financial regulations and digital assets can introduce new dynamics into the institutional adoption of Bitcoin.

“She (the executive order) has created a way for the largest banks of Wall Street and investors to move aggressively into space. However, the full integration of crypto – the one contemplated by the executive order of Trump, where banks stop crypto with other assets, stablecoins are widely integrated into the global payment ecosystem, and the largest institutions establish positions in crypto – I am convinced of which will bring trillions, ”Hougan wrote.

In fact, the week following the executive order on digital assets stock, crypto influenxes fired to $ 1.9 billion. This added to a number of weeks with positive flows on investment products in digital assets in January.

Glassnode observes a change in Bitcoin’s investor base, with institutional investors playing an increasingly significant role. The introduction of BTC ETFs in the US facilitated regulated access to the asset, leading to more than US $ 40 billion in net influxes. This also contributed to the combined management assets (AUM) to exceed $ 120 billion in just one year.

If we dive into the Ibit investor capitalization table (as observed by the TXMC analyst), we can see clear signs of increased demand from institutional investors. This provides more evidence that Bitcoin is attracting an increasingly sophisticated investor base, a specialist in the report.

BTC is more resilient and less volatile, says Glassnode

In addition, the report refers to FTX’s collapse in late 2022. Since then, Bitcoin dominance has increased from 38% to 59%. This indicates a preference among investors for this cryptocurrency in relation to altcoins.

In this context, the report recognizes analysts’ view of Bitcoin’s clear hedge narrative. Thus, noting that the greater accessibility through ETFs contributes to this trend.

Comparing market capitalizations from the minimum of 2022: Bitcoin grew from US $ 363 billion to US $ 1.93 trillion (5.3x increase). Meanwhile, altcoins (excluding Ethereum and Stablecoins) increased from $ 190 billion to $ 892 billion (4.7x increase), the report alluded.

Despite this divergence, Bitcoin and Altcoins remain correlated. A reversal in the dominance of the BTC can signal a capital rotation back to the Altcoins sector, starting the so -called “alt season.”

As reported by BeInCryptoOn-chain data also reveal that the current BTC cycle has been more stable than previous ones. Losses performed during market corrections remained relatively small, and volatility was smaller than in high high markets.

Analysts attribute this to a more informed investor base, especially among retail holders. They accumulate during corrections instead of panicking at the top. In fact, the presence of institutional investors, regulatory developments and liquidity increased contributed to a more structured and mature bitcoin market.