Bitwise Reports Sticky Institutional Crypto Adoption
Bitwise surveyed 15 major financial institutions (pension funds, sovereign wealth funds, public companies) in March–April 2025 on their crypto strategies.
Key findings:
● Every crypto-holding institution held BTC, often as a store-of-value alongside gold.
● If other tokens, such as SOL or ETH, were held, then they were technology bets with shorter-term targets.
● When the crypto market fell after October 2025, holders did not reduce their crypto positions, and several increased their crypto holdings.
● Crypto allocations take up from 0.5% to 13% of investable assets, with most falling between 1% and 2%.
● Potential exit-triggers are thesis-driven rather than price-driven.
● Current barriers to entry are both reputational and operational.
The report concludes adoption is accelerating and self-reinforcing, each new allocation lowers the bar for others, and predicts a majority of institutional investors will hold crypto within five years..
JUST IN: Bitget says clients will be made whole after $387M hack
• Claims Protection Fund covers all losses fully.
• BTC withdrawals resume Sep 28, others by Oct 2.
NEW: 🟠 The #Bitcoin Yardstick indicator, market cap divided by hashrate, normalized via 2-year rolling Z-score, signals the bear market is over.
Capriole Fund founder @caprioleio notes breakouts from the deep discount zone in 2020 and 2023 led to triple-digit gains.
Monday is when your inbox reminds you what you said yes to on Friday afternoon.
Keep that feeling in mind the next time an app asks for full access to your wallet as permissions granted in a hurry tend to stick around a lot longer than the hurry did.
Chainlink Adoption Update 🔗
Recently, there were 14 integrations of the Chainlink standard across 6 services and 4 different chains.
Users include @aave, @dawninternet, @Infosys, @Paxos, @predictdotfun, and @TickerYardHQ.
LINK everything.
You have spent the week getting hardware to prove things about itself. Go find a person and ask them to just tell you something, no proof required.
It will feel almost reckless. It is also, most days, still the better way to live.
1/ A compliance report tells you what was true on the day the auditor visited.
That is not a criticism. It is the honest shape of the instrument, and most of enterprise security policy is built on instruments shaped exactly like this.
INSIGHT: CFTC @ChairmanSelig warns regulators must prepare for mass tokenization, saying the next decade will bring more change to financial markets than the previous several decades combined.
Hyundai is testing blockchain infrastructure to accelerate development and improve payment processing time. Hyundai Card’s stablecoin pilot on Avalanche saw transfer time reduced by over 96%.
Now the company is exploring how these faster transfers, even after banking hours, can reduce idle liquidity and make their working capital go further.
American Banker reports on the pilot.
Bitcoin to $400K–$500K by 2030?
Matt Cole, CEO of Bitcoin treasury company Strive, says 50% CAGR is the conservative case:
Bitcoin has never had a bull run below 60% CAGR off its 200-week moving average
Today's macro conditions are even better than last cycle
Buckle up🚀
The last time Bitcoin reclaimed both the 50 and 200 weekly EMA, the bear market was so, so over.
What came next? Bitcoin made a new ATH at 126k ~135 weeks later.
BREAKING: Over $30M deposited on @aave v4 on Avalanche
Avalanche is Aave’s first v4 deployment beyond Ethereum mainnet. V4 enables specialized lending hubs with tailored risk controls & deep shared liquidity.