Bitcoin Dominates Portfolios as Institutional Adoption Surges

Bitcoin is reclaiming the spotlight in digital asset portfolios, fueled by surging institutional adoption and clearer regulatory momentum in the U.S.

Recent findings from Bybit Research show that BTC now makes up nearly one-third of all crypto holdings, a sharp rise from late 2024. The asset has outpaced Ether, which saw its ratio to Bitcoin holdings hit a low earlier this year before modestly rebounding.

Since early June, the number of companies with Bitcoin on their books has nearly doubled. More than 240 firms now collectively hold over 3.45 million BTC, with public companies and ETFs controlling a notable share of that supply. Analysts like Joe Burnett suggest this momentum could eventually position Bitcoin alongside gold in terms of total market value, estimating a potential price of $1.8 million by 2035.

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While institutions are doubling down on Bitcoin, retail investors have been moving in the opposite direction. Individual exposure to BTC has dropped significantly as many shift funds toward altcoins like XRP — whose allocation has nearly doubled — and stablecoins, possibly influenced by growing expectations for a Ripple ETF.

Meanwhile, Solana has fallen out of favor, with its share of holdings shrinking notably since November. Analysts speculate this could reflect capital rotation based on perceived ETF timelines.

With the Bitcoin narrative strengthening and altcoin positioning in flux, the broader market is entering a new phase shaped by regulation, ETF-driven flows, and shifting investor behavior.

Alexander Stefanov

With over 8 years of experience in the cryptocurrency and blockchain industry, Alexander is a seasoned content creator and market analyst dedicated to making digital assets more accessible and understandable. He specializes in breaking down complex crypto trends, analyzing market movements, and producing insightful content aimed at educating both newcomers and seasoned investors. Alexander has built a reputation for delivering timely and accurate analysis, while keeping a close eye on regulatory developments, emerging technologies, and macroeconomic trends that shape the future of digital finance. His work is rooted in a passion for innovation and a firm belief that widespread education is key to accelerating global crypto adoption.