Executive Summary
The Story So Far
Why This Matters
Who Thinks What?
Wall Street veteran and macro analyst Jordi Visser predicts a significant increase in Bitcoin allocations within traditional finance portfolios before the end of the year, setting the stage for higher institutional engagement in 2025. Visser emphasized that US financial institutions are poised to ramp up their exposure to the leading cryptocurrency, a move he believes is inevitable and will directly impact next year’s investment strategies.
Institutional Inflows Expected
During an interview published on Saturday with Anthony Pompliano, Visser stated that traditional finance is set to boost its Bitcoin allocations in the coming months. He highlighted that these increased allocations would be in preparation for the upcoming year, coinciding with ongoing market debates about Bitcoin’s potential price peak for the current cycle.
Visser’s comments align with recent industry surveys and reports suggesting robust institutional interest in the broader crypto market. A March 18 survey by Coinbase and EY-Parthenon revealed that 83% of institutional investors surveyed plan to increase their crypto allocations in 2025, underscoring a growing trend.
Further supporting this outlook, a May report from Bitwise projected substantial Bitcoin inflows, estimating $120 billion by 2025 and an impressive $300 billion by 2026. These figures indicate a strong conviction among asset managers regarding Bitcoin’s long-term potential.
Market Activity and Price Outlook
The institutional momentum is already visible in current market data. US-based spot Bitcoin exchange-traded funds (ETFs) have seen considerable activity, recording approximately $2.33 billion in net inflows over the past five days. Since their launch in January 2024, these ETFs have accumulated a total of $56.79 billion in inflows, according to Farside data.
Beyond ETFs, publicly traded companies are increasingly holding Bitcoin on their balance sheets. Data from BitcoinTreasuries.NET shows that these corporate holdings have surged, reaching approximately $117.03 billion at the time of publication, reflecting broader corporate adoption.
Regarding Bitcoin’s price trajectory, Visser expressed caution in making specific predictions but conveyed optimism about the market’s technical indicators. He noted that he “liked the way the charts are starting to play out” and observed numerous “mini breakouts” across the wider crypto market.
Visser specifically highlighted Ethereum’s performance, stating his desire to see it break past $4,000 and consolidate between $4,000 and $5,000. He added that for the entire crypto ecosystem to truly thrive, other altcoins like Dogecoin and Sui would also need to show significant upward movement.
Key Takeaways
The predictions from Jordi Visser, coupled with strong institutional survey results and ongoing ETF inflows, paint a bullish picture for Bitcoin’s integration into traditional finance. This anticipated ramp-up in allocations before year-end suggests a foundational shift in how major financial players view and incorporate digital assets into their portfolios for the coming year.
