Bitcoin makes up one-third of investor crypto portfolios in 2025

3 hours ago

Bitcoin vulnerability is rising successful cryptocurrency portfolios, driven by much innovation-friendly US crypto regulations and the increasing organization adoption triggered by the instauration of the spot Bitcoin exchange-traded funds (ETFs), according to a caller study from Bybit.

Bitcoin (BTC) accounts for astir one-third of capitalist portfolios, oregon 30.95% of full assets held by investors arsenic of May, up from 25.4% successful November 2024.

This makes Bitcoin the largest azygous plus held by cryptocurrency investors, the study states. Meanwhile, the Ether (ETH) to Bitcoin holding ratio plunged to a 2025 debased of conscionable 0.15 astatine the extremity of April, earlier recovering to the existent 0.27.

This means that for each $1 worthy of Ether, investors are apt holding an further $4 worthy of Bitcoin.

Bitcoin outperformed each major planetary assets aft US President Donald Trump’s inauguration, including the banal market, equities, treasuries and precious metals, garnering important involvement arsenic a portfolio diversifier asset that tin make further returns, Cointelegraph reported successful March 2025.

Bitcoin’s robust returns person inspired a caller question of organization adoption, which has seen firm Bitcoin holding companies astir treble since June 5. Over 244 companies are present holding Bitcoin connected their equilibrium sheet, up from 124 firms conscionable weeks ago, according to BitcoinTreasuries.NET.

A full of 3.45 cardinal Bitcoin is held successful treasuries, with 834,000 oregon 3.97% of the full proviso successful nationalist institution treasuries and implicit 1.39 cardinal Bitcoin oregon 6.6% done the spot Bitcoin ETFs.

The increasing organization adoption whitethorn enactment Bitcoin connected way to $1.8 cardinal by 2035, arsenic the world’s archetypal cryptocurrency volition commencement rivaling gold’s $22 trillion marketplace capitalization, according to Joe Burnett, manager of marketplace probe astatine Unchained.

“When I deliberation astir wherever Bitcoin volition beryllium successful 10 years, determination are 2 models I admire,” Burnett said during Cointelegraph’s Chainreaction show. “One is the parallel model, which suggests that Bitcoin volition beryllium astir $1.8 cardinal successful 2035.

SOL holdings down 35% since October 2024

Despite coagulated momentum, retail traders’ Bitcoin allocations fell by 37% since November 2024, to conscionable 11.6% — astir fractional of the percent held by institutions.

Retail traders person astir apt “disposed of the Bitcoin holdings successful bid to acquisition altcoins,” including XRP (XRP) and stablecoins.

Meanwhile, the percent of XRP held successful portfolios has doubled, from 1.29% successful November 2024 to 2.42% arsenic of May, driven by increasing ETF expectations, according to the Bybit report:

“The crypto investing manufacture presumption is that Ripple spot ETF support is apt up of specified support for Solana spot ETF.”

“As such, we’ve observed partial superior allocation connected the portion of institutions from SOL to XRP,” the study states.