Tổ chức đặt cược lại: từ các ông lớn công nghệ chuyển hướng dòng chảy đổi mới trong lĩnh vực tiền điện tử

【币界】Large asset management institutions have recently started to shift their focus, no longer strictly holding a few leading tech stocks, but instead actively deploying in the cryptocurrency ecosystem. According to the latest allocation strategy, Bitcoin is listed as the top choice, 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. The 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 wave of adjustment? Senior executives of institutions pointed out a key signal—the real next hotspot is for large wealth management firms to include spot Bitcoin and Ethereum ETFs into their regular portfolios. In other words, once these institutions take formal action, the market may usher in new liquidity-driven growth.

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