By 2030, global ETF demand could exceed $500–$800 billion. This steady allocation cycle absorbs supply regardless of short-term sentiment, creating upward pressure that earlier cycles never had.Spot ETFs have rewritten Bitcoin's demand profile. Capital from pensions, advisors, and sovereign reserves now enters through regulated channels and stays in rotation. US spot Bitcoin ETF assets peaked at $169 billion in October 2025 before settling at $120 billion by December, while total crypto ETF assets globally ...