Bitcoin Allocations Set To Explode Among US Institutions, Wall Street Veteran Says
Wall Street veteran Jordi Visser told reporters that US traditional finance firms are likely to raise their Bitcoin allocations before the end of the year.
He expects demand to pick up in Q4 as portfolio managers set positions ahead of 2025. Some managers will make small moves; others could shift larger slices of their holdings into BTC, Visser said.
Institutional Survey Signals Strong Bitcoin Interest
According to a joint Coinbase and EY-Parthenon survey, a large share of institutional investors plan to add crypto exposure in 2025.
The survey found 83% of respondents intend to increase allocations, and 59% expect to put more than 5% of assets under management into crypto or related products.
Those figures suggest that many firms are preparing for wider crypto use in portfolios.
Intentions Do Not Always Equal Action
Plans by money managers can change. Regulation, market swings, and macro shocks can slow or halt buys. Still, when lots of institutions say they will act, it raises the odds that real flows will follow. That said, timing and size of the moves remain uncertain.
ETF Flows Feeding Demand
Spot Bitcoin ETFs have pulled heavy inflows this year, giving institutions an easier on-ramp into the market.
Recent daily net inflows reached about $642 million on one trading day, and cumulative ETF net inflows since launch are roughly $57 billion, lifting total ETF assets to about $153 billion.
Source: Coinbase
Those flows can provide a steady source of demand for BTC if they continue.
How ETFs Change The Game
ETFs give big funds a familiar product to buy. That reduces some barriers to entry. If allocations rise in Q4 as Visser suggests, ETF channels are where much of that buying could show up first.
Corporate Holdings Add Another Layer
Public and private firms are already holding Bitcoin on their books. Data trackers show public companies’ treasury BTC holdings are valued at roughly $112 billion across many firms.
Big buyers like the Michael Saylor-led Strategy continue to add to their piles, and corporate buys make headlines when they happen. Such corporate demand can add to overall market appetite for BTC.
The Period To Watch
Based on reports and the surveys, late Q4 will be the period to watch. If institutions move as planned, Bitcoin could see meaningful support.
But investors should expect bumps, as it’s the nature of crypto: policy shifts, rates, or a sudden liquidity squeeze could cut short flows.
In short, the signs point toward more allocation from TradFi, yet execution will depend on several moving parts.
Featured image from Unsplash, chart from TradingView
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