Analyst: Institutions Will Send Bitcoin Into Price Discovery With Massive Moves

James Lavish, co-founder of the Bitcoin Opportunity Fund, a hybrid bitcoin-based fund, referred to the bullish outcome of institutional involvement in the bitcoin market. Lavish assessed that, due to the nature of their purchases, institutions will eventually take bitcoin into price discovery stages.

Institutional Adoption to Send Bitcoin Into Price Discovery Stage, Analyst States

While the recent introduction of institutions in the form of bitcoin treasury companies (BTCs) into the market has been assessed skeptically by some analysts, others believe these might be the catalyst to push bitcoin into higher highs. James Lavish, co-founder of the Bitcoin Opportunity Fund, a public and private hybrid bitcoin ecosystem investment initiative, is part of the second group.

In a recent post on social media, Lavish states that due to how bitcoin purchases are managed inside these institutions, which have millions to allocate, it is very possible that massive adoption moves would send bitcoin to new all-time high prices.

Lavish declared:

When institutions start buying bitcoin, they will not be price sensitive like you and me. They will simply look at their portfolio and decide on an allocation, then give the order to the trader and say “go along” (with the volume) for however much they want.

These purchases, ranging from a mere million to hundreds of millions, would allow bitcoin to enter new price stages with sufficient demand. “As demand searches for volume, volume in turn searches for price. Whatever price that may be,” Lavish concluded.

While BTCs have captured headlines in 2025, with behemoths like Michael Saylor’s Strategy leading the charge, actual adoption numbers still have room to grow. According to Bitcoin Treasuries, only 71 public companies in the U.S. currently hold bitcoin as part of their reserves, of a universe of around 4,000.

None of the largest companies in the U.S., including giants like Nvidia, Microsoft, Apple, Google, or Amazon, has made a direct move toward bitcoin. If this were to happen, it might cause FOMO (fear of missing out) in other smaller institutions, generating a bullish trend.