Wall Street veteran Jordi Visser believes U.S. traditional finance firms are preparing to significantly increase their Bitcoin allocations before the end of the year. Speaking to reporters, Visser said that portfolio managers are setting up positions ahead of 2025, with some likely to make small adjustments and others potentially shifting larger portions of their portfolios into BTC. His outlook reflects growing institutional momentum toward crypto as Bitcoin continues to establish itself as a mainstream asset class.
Institutional Surveys Show Strong Crypto Interest
A recent survey conducted by Coinbase and EY-Parthenon revealed that institutional appetite for crypto is rising sharply. According to the report:
-
83% of institutional investors plan to increase their crypto exposure in 2025.
-
59% of respondents expect to allocate more than 5% of assets under management (AUM) into crypto or related investment products.
These figures suggest that many firms are already preparing for wider adoption of Bitcoin and other digital assets in their portfolios, aligning with Visser’s prediction of stronger inflows in the months ahead.
The Gap Between Plans and Execution
While institutional surveys highlight strong intent, actual execution depends on multiple factors. Visser cautioned that regulatory hurdles, market volatility, and macroeconomic shocks could delay or reduce allocation plans.
“Intentions do not always equal action,” he said, pointing out that sudden liquidity squeezes or policy changes could force managers to remain on the sidelines. However, the broader trend of institutional readiness raises the likelihood that many of these stated plans will translate into real market flows.
Bitcoin ETFs Drive Institutional Demand
One of the key enablers of institutional participation has been the rise of spot Bitcoin exchange-traded funds (ETFs). These products provide portfolio managers with a familiar, regulated, and liquid way to gain exposure to Bitcoin without directly handling the asset.
ETF inflows have been substantial in 2025:
-
On one trading day alone, net inflows hit $642 million.
-
Since launch, cumulative inflows have reached around $57 billion.
-
Total assets under management (AUM) in Bitcoin ETFs now stand at approximately $153 billion.
These steady inflows demonstrate that ETFs have become a reliable channel for institutional investors, lowering entry barriers and creating sustained demand for BTC.
Corporate Holdings Add to Market Support
Institutions are not the only players accumulating Bitcoin. Corporate treasuries also continue to boost demand. Data shows that public companies collectively hold about $112 billion worth of Bitcoin on their balance sheets.
Leading the way is Michael Saylor’s Strategy, which has consistently increased its BTC holdings. Each new corporate purchase tends to generate headlines, further reinforcing the perception of Bitcoin as a credible reserve asset.
The combination of ETF inflows and corporate treasury demand creates multiple layers of institutional support, which may strengthen Bitcoin’s price stability heading into 2025.
The Key Period to Watch
According to Visser, late Q4 will be the period to monitor. If institutional managers move forward with their planned allocations, Bitcoin could see meaningful support during this window. However, he warned that crypto markets remain inherently volatile, and any sudden interest rate shifts, policy changes, or global liquidity shocks could alter the outlook.
At the time of writing, Bitcoin is trading at $114,872, according to TradingView data. The price has remained resilient despite global market uncertainty, aided by inflows into ETFs and strong corporate backing.
Outlook
The signals point toward a wave of US institutions increasing Bitcoin allocations in the months ahead. Surveys, ETF flows, and treasury purchases all suggest that Bitcoin is becoming a mainstream asset in traditional finance.
Still, the market’s path will depend on how much of this institutional intent turns into action. With Q4 approaching, investors should prepare for both heightened inflows and the usual volatility that comes with crypto adoption at scale.
Post Views: 63
