Instituições apostam novamente: de gigantes da tecnologia para a onda de inovação em criptomoedas

【币界】Large asset management institutions have recently started to adjust their strategies, no longer solely focusing on a few tech giants, but instead actively expanding into the cryptocurrency ecosystem. According to the latest allocation approach, Bitcoin is listed as the top choice, followed by Ethereum and Solana. This combination logic is very clear—tracking the next innovation cycle.

Looking at specific holdings, crypto-related stocks mainly focus on a few key platforms: compliant exchanges, internet brokers, and stablecoin issuers. Overall crypto exposure accounts for approximately 12%-13% of the investment portfolio, a proportion that reflects both attitude and risk control.

Interestingly, what is the background of this adjustment? Senior executives of institutions pointed out a key signal—the real next hotspot is when large wealth management firms include spot Bitcoin and Ethereum ETFs into their regular portfolios. In other words, once these institutions act officially, the market may see a new liquidity-driven boost.

As for the previous reduction in holdings of tech giants, it was mainly because these companies had already experienced significant gains and needed rebalancing. During recent market volatility, the proceeds from sales were instead reallocated into crypto assets. This operational logic indicates that institutional confidence in the crypto ecosystem is warming up.