Capital Flows: In 2025, over 60% of institutional funds will flow into Bitcoin, Ethereum will account for 25%, and altcoins will make up less than 15%. BlackRock's IBIT assets will surpass $40 billion, and Fidelity's FBTC institutional clients will increase their share to 62%.
Market Impact: Institutional holdings will reach 24%, with Bitcoin at 31% and Ethereum at 19%. Derivatives market deleveraging will occur, with perpetual contract leverage ratios decreasing to 3x, and spot holdings increasing to 68%.
II. Regulatory and Compliance Developments
EU DAC8 Directive: Effective from January 1,
View OriginalMarket Impact: Institutional holdings will reach 24%, with Bitcoin at 31% and Ethereum at 19%. Derivatives market deleveraging will occur, with perpetual contract leverage ratios decreasing to 3x, and spot holdings increasing to 68%.
II. Regulatory and Compliance Developments
EU DAC8 Directive: Effective from January 1,











