Wall Street strategist Jordi Visser anticipates a significant increase in Bitcoin allocations by US financial institutions before the close of 2025, which could initiate a new wave of institutional investment in the cryptocurrency market. In a recent interview with investor Anthony Pompliano, Visser expressed his confidence in this shift, stating, “Between now and the end of the year, the allocations for Bitcoin from the traditional finance world are going to be increased.” He believes that traditional financial players are positioning themselves for 2026, with Bitcoin’s role potentially expanding within institutional portfolios.
Visser’s insights align with a March 2025 survey conducted by Coinbase and EY Parthenon, which revealed that 83% of institutional investors intend to raise their exposure to cryptocurrencies in the upcoming year. Additionally, a May report from Bitwise estimated that Bitcoin could attract up to $120 billion in inflows by 2025, and even reach $300 billion by 2026. This forecast comes at a time when US-based spot Bitcoin exchange-traded funds (ETFs) are gaining traction, having accumulated approximately $2.33 billion in net inflows in just the past week. Since their launch in January, total inflows have approached $57 billion according to Farside data.
As Bitcoin continues to be a focal point for public companies, their collective Bitcoin holdings now exceed $117 billion, as reported by BitcoinTreasuries.NET. Visser is encouraged by the technical indicators within the crypto market, noting recent signs of “mini breakouts” which may indicate broader momentum beyond Bitcoin alone. He pointed out Ethereum’s price activity between $4,000 and $5,000, suggesting that a rally across the entire crypto ecosystem, including altcoins like Dogecoin and Sui, would confirm this momentum.
Currently, Bitcoin is trading near $115,000, leading to speculation among traders regarding its next price movement—whether a peak cycle is imminent or still on the horizon. In contrast, BitMEX co-founder Arthur Hayes is advocating for a more long-term investment mindset in the crypto space, arguing that many investors are too fixated on immediate profits. He cautioned against the mentality of expecting instant wealth, asserting that those who anticipate buying luxury items shortly after investing in Bitcoin may face significant financial losses.
Despite Bitcoin’s current valuation being overshadowed by recent highs in the stock and gold markets, Hayes dismissed these comparisons as misleading. He maintains that when adjusted for inflation and currency devaluation, Bitcoin remains the top-performing asset and could potentially reach $250,000 by the end of 2025. Nevertheless, Hayes highlighted a demographic trend with young individuals increasingly viewing digital assets not merely as investment vehicles but as swift routes to wealth.
The confluence of institutional interest and changing investor perspectives continues to shape the narrative around Bitcoin and the broader cryptocurrency market.
