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Source document· February 23, 2026

Bitcoin Decline Hasn't Changed The Thesis For Institutional Investors, Coinbase Chief Institutional Strategist Says

View original at finance.yahoo.com
Bitcoin Decline Hasn't Changed The Thesis For Institutional Investors, Coinbase Chief Institutional Strategist Says Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below…
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  • Bitcoin unlikely to reach $15,000 levels again due to reduced volatility and favorable U.S. administration

    80% confidence

  • 10-year returns: S&P made 2.5x, gold made 3x, Bitcoin made 11,000-15,000x

    80% confidence

  • Net buying exceeds net selling on Coinbase platform

    80% confidence

  • Institutional investors' thesis of Bitcoin as store of value has not changed despite price volatility

    80% confidence

  • Institutional investors are investing very heavily in adopting blockchain technology for infrastructure

    80% confidence

  • Bitcoin's recent decline is a setup seen multiple times before

    80% confidence

  • Institutional investors in Hong Kong and UAE are leveraging natural resources to buy and hold Bitcoin

    80% confidence

  • Institutional investors have been investing consistently over past five to seven years, not just buying the dip

    80% confidence

  • Middle East investors use fossil fuel sales for Bitcoin investment, China uses trade surpluses

    80% confidence

Data points we hold from this source

Elf Labs · trademarks copyrights500 count
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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