Institutional Adoption Drives BTC Holdings to 30.95% of Total Crypto Assets
Bitcoin has strengthened its position as the dominant cryptocurrency in investor portfolios, now representing 30.95% of total crypto assets as of May 2025, according to a new report from Bybit. This marks a significant increase from 25.4% in November 2024.
The surge reflects growing institutional adoption driven by spot Bitcoin ETF approvals and more crypto-friendly regulations under the Trump administration.
Bitcoin Dominance Over Ethereum Grows
Bitcoin's growing dominance is particularly evident when compared to Ethereum. The ETH-to-BTC holding ratio dropped to a 2025 low of 0.15 at the end of April before recovering to the current 0.27.
This means investors now hold approximately $4 worth of Bitcoin for every $1 of Ethereum – a dramatic shift in allocation preferences that underscores Bitcoin's strengthening position as the primary crypto asset.
Corporate Adoption Accelerates
The institutional trend has accelerated rapidly since President Trump's inauguration. Corporate Bitcoin holdings have nearly doubled in recent months, with 244 companies now holding Bitcoin on their balance sheets, up from 124 companies just weeks ago, according to BitcoinTreasuries.NET.
Currently, 3.45 million Bitcoin sits in corporate treasuries:
- 834,000 BTC (3.97% of total supply) in public company treasuries
- 1.39 million BTC (6.6% of total supply) through spot Bitcoin ETFs
Strong Performance Drives Interest
Bitcoin's portfolio allocation growth comes after the cryptocurrency outperformed all major global assets following Trump's inauguration, including stocks, bonds, and precious metals. This performance has reinforced Bitcoin's appeal as both a portfolio diversifier and return generator.
Assets allocation BTC vs ETH. This means that for every $1 worth of Ether, investors are likely holding about $4 worth of Bitcoin.
$1.8 Million Price Target by 2035
The institutional adoption trend has sparked ambitious long-term price predictions. Joe Burnett, director of market research at Unchained, suggests Bitcoin could reach $1.8 million by 2035 as it begins to rival gold's $22 trillion market capitalization.
"When I think about where Bitcoin will be in 10 years, there are two models I admire," Burnett said. "One is the parallel model, which suggests that Bitcoin will be about $1.8 million in 2035."
Retail vs. Institutional Trends
While institutional investors are increasing Bitcoin allocations, retail investors show different preferences. Many retail traders are shifting toward altcoins with strong ETF approval chances, such as XRP, betting on potential regulatory approvals that could drive similar institutional inflows.
This divergence highlights the maturing crypto market, where institutional and retail strategies are increasingly distinct, with institutions favoring Bitcoin's established store-of-value narrative while retail investors pursue higher-risk, higher-reward opportunities in alternative cryptocurrencies.
DISCLAIMER
This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments involve substantial risk and extreme volatility - never invest money you cannot afford to lose completely. The author may hold positions in the cryptocurrencies mentioned, which could bias the presented information. Always conduct your own research and consider consulting a qualified financial advisor before making any investment decisions.
