Wall Street Veteran Says TradFi Plans to Boost Bitcoin Allocations by Year-End

Wall Street veteran and macro analyst Jordi Visser predicts that traditional financial institutions in the U.S. will significantly increase their Bitcoin allocations before the end of 2025, signaling a new wave of institutional inflows into the digital asset space. This forecast aligns with surveys showing that 83% of institutional investors plan to boost their crypto exposure next year, and reports projecting up to $120 billion in Bitcoin inflows by 2025 and $300 billion by 2026. Recently, US-based spot Bitcoin ETFs have attracted substantial investments, with net inflows reaching approximately $2.33 billion over a week, totaling nearly $57 billion since January 2024. Public companies are also expanding their Bitcoin holdings, with combined balances exceeding $117 billion, led by Strategy, which holds over 638,000 BTC valued at more than $74 billion. Visser also highlighted encouraging technical signals from Bitcoin and the broader crypto market, noting multiple mini breakouts that suggest growing momentum. These developments underscore a broader institutional embrace of Bitcoin as part of diversified portfolios in preparation for 2026.