US Financial Institutions Expected to Boost Bitcoin Allocations in 2025, Says Wall Street Veteran

Highlights:

• Jordi Visser predicts traditional finance will boost Bitcoin exposure by year-end.
• A recent survey shows 83% plan higher digital asset exposure.
• Bitcoin ETFs attract billions in inflows, while Strategy dominates with unmatched treasury reserves.

Wall Street veteran and macro analyst Jordi Visser shared with Anthony Pompliano during a YouTube interview on Saturday that U.S. financial institutions are expected to increase their Bitcoin exposure before the year closes. His remarks arrive at a moment when the broader market is actively discussing whether Bitcoin could be nearing its cycle peak within the same period. Visser stated, “Between now and the end of the year, the allocations for Bitcoin for next year, from the traditional finance world, are going to increase. That is going to happen.” 

Institutions Show Strong Confidence in Crypto Adoption for 2025

Visser’s remarks follow a recent Coinbase and EY-Parthenon survey that highlighted growing institutional appetite for digital assets. The March 18 findings revealed that around 83% of investors plan to increase allocations. About 59% are set to commit more than 5% of AUM, signaling crypto’s move into mainstream portfolios.

Stablecoins are also gaining ground, with 84% of respondents already using or considering them. Beyond transactions, they are being adopted for yield generation, foreign exchange, cash management, and payments. Building on this trend, nearly 73% of institutions now hold altcoins outside Bitcoin and Ethereum, mainly XRP and Solana. In addition, 68% expressed interest in single-asset ETPs for these tokens. DeFi is growing fast, with adoption likely to climb from 24% today to 75% in two years.

The results of our 2025 institutional investor survey with @EY_Parthenon are in.

Among the 86% invested in crypto…

• 83% plan to increase their exposure in 2025.
• 59% plan to allocate more than 5% of their AUM to crypto.
• 73% hold coins besides BTC and ETH.
• 75% expect…

— Coinbase Institutional 🛡️ (@CoinbaseInsto) March 18, 2025

Bitcoin Inflows and Treasury Holdings

Adding to this outlook, Bitwise published a report in May projecting BTC inflows could hit $120 billion in 2025 and climb further to $300 billion by 2026. U.S.-listed spot Bitcoin ETFs have seen strong demand recently. They recorded about $2.33 billion in net inflows over the past five days. Since their launch in January last year, total inflows have reached $56.79 billion, according to Farside data.

Bitcoin has been trading in a tight range between $100,000 and $123,000 since last December, with only a few dips below $80,000. Analysts suggest this trend could shift in Q4 as both institutional and retail interest in Bitcoin continues to rise. Strategy remains the largest holder, with 638,460 BTC valued at more than $74 billion. However, it isn’t alone in building reserves. Data from Bitcoin Treasuries shows public companies collectively hold 1,010,738 BTC, making up nearly one-third of all corporate holdings, which now total 3.71 million Bitcoins.

Strategy holds the world’s largest Bitcoin reserve by a wide margin, far ahead of its closest competitor. In comparison, MARA Holdings sits in second place with 52,477 BTC, less than 10% of Strategy’s massive treasury. Michael Saylor, the company’s co-founder and executive chairman, underscored this dominance in a brief post on X. He declared, “Bitcoin is more interesting than the Magnificent 7.” He later followed up with another post, pointing out Strategy’s strong performance against the Magnificent 7 stocks, where MSTR’s 91% return stands as the clear leader.

Bitcoin is more interesting than the Magnificent 7. pic.twitter.com/8sNmWZ5bC9

— Michael Saylor (@saylor) September 13, 2025