by Vincent Muthee
Bitcoin surged to over $95,000 this week, continuing to grow on a run that indicates renewed confidence in the asset. This is the first time Bitcoin has hit this level since November 2025.
BTC is currently trading at $95,308.72, having jumped by 0.3% over the past 24 hours. While price momentum has been steady, focus has moved to what it is telling us about institutional demand and the growing utility of Bitcoin.
Bitcoin’s Safe-Haven Narrative Grows
Bitcoin rising above $95,000 is not a matter of short-term speculation. It shows that investors are enduring macro volatility, stricter global financial circumstances, and more transparent regulatory frameworks that are currently condoning compliant institutional exposure. These forces have redefined the position of Bitcoin in diversified portfolios by capital allocators.
The co-founder of BOB, Dom Harz, declares that the rally indicates a more fundamental change of structure. “Bitcoin breaking past $95,000 this week, the highest level since November 2025, reflects the growing demand as investors look for stability amid broader market volatility,” Harz said
He further stated that regulatory developments have increased the institutional engagement, which reinforced Bitcoin as a safe-haven asset, not a speculative tool.
This change is important since the institutional flows will be more inclined to move in longer periods of time. The more Bitcoin acts as digital collateral and macro insurance, the less momentum cycles driven by retail investor action determine price action, and the more it becomes dependent on capital market trends.
Bitcoin DeFi Quietly Gains Traction
While price headlines dominate attention, activity within Bitcoin-based decentralized finance has also improved. The Total Value Locked of native Bitcoin deployed into DeFi has recovered steadily and now remains above $7 billion, its strongest level since November.
Harz links this progress directly to improving sentiment around Bitcoin’s long-term role. “We’re seeing this optimism echoed in Bitcoin DeFi, as the Total Value Locked of native Bitcoin deployed into DeFi has also made a steady recovery, holding steady above $7 billion for the first time since November,” he said.
Unlike Ethereum, where DeFi infrastructure matured over several cycles, Bitcoin DeFi still sits in an early expansion phase. Recent gains imply that the users have more and more trust in native Bitcoin solutions over the use of wrapped assets or external chains, a phenomenon that has brought liquidity closer to the base layer of Bitcoin.
Dormant Bitcoin Supply Highlights a $700 Billion Opportunity
Most Bitcoin remains inactive despite recent price action. At the moment, only approximately 0.3% of the BTC supply is active in DeFi, contrasting with the 30% of the Ethereum market value that is actively used to support decentralized applications.
Harz believes this imbalance defines the next major growth vector. “This dormant Bitcoin supply represents a massive opportunity for both retail and institutional users to put their BTC to work and unlock liquidity and yield-generating benefits,” he said.
If Bitcoin reached participation levels similar to those of ETH, the market could expand from its current $7 billion to as much as $700 billion. As Bitcoin sits above $95,000, the narrative continues to evolve.
Price strength has collided with utility, implying that the next step in technological progress can be determined by the effectiveness of Bitcoin in transitioning from its large unused reserve to productive on-chain activity, not just speculative trading.
#blockchain #crypto, #decentralized, #distributed, #ledger
