Institutions re-allocate bets: shifting from tech giants to the wave of crypto innovation

【Crypto World】Large asset management institutions have recently begun adjusting their strategies, moving away from heavily relying on a few major tech giants and instead actively expanding into the cryptocurrency ecosystem. According to the latest allocation approach, Bitcoin is listed as the top priority, followed by Ethereum and Solana. This combination logic is very clear—tracking the next innovation cycle.

In terms of specific holdings, crypto-related stocks mainly focus on a few key platforms: compliant exchanges, internet brokerages, and stablecoin issuers. Overall, crypto exposure accounts for approximately 12%-13% of the investment portfolio. This ratio reflects both the attitude and risk control.

Interestingly, what is the background of this adjustment? Senior executives from institutions have pointed out a key signal—the real next growth point is when large wealth management firms include spot Bitcoin and Ethereum ETFs into their regular portfolios. In other words, once these institutions take formal action, the market could experience a new liquidity boost.

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