Large investors remain with Bitcoin – trade is increasingly turning to XRP
- Institutional investors increase their BTC assets, while private investors switch to XRP and other old coins in anticipation of ETF approvals.
- The Bitcoin share of large portfolios increases up to 31%, and it drops by 37%for private investors due to the expected ETF approval.
Institutional investors significantly increased their Bitcoin assets 2025. At the same time, Bitcoin small investors turn and switch their means into old coins like XRP.
This relocation seems to be largely driven by the growing expectation of regulatory approval for stock market-traded spot funds (ETFs), which are intended to improve liquidity and access to selected old coins. The latest market data indicates these opposing approaches and shed light on how institutional and private participants differ in their crypto investment strategies.
The proportion of Bitcoin in the cryptoport folios has grown to almost a third and made 30.95 % of the total allocation of digital assets in May 2025. This means an increase of 25.4 % in November 2024. Institutional investors play a key role in this growth. The number of companies that Bitcoin in your balance sheetsholdalmost doubled in the first half of 2025 and rose from 124 in early January to over 244 in June.
In addition, Bitcoin spot funds traded in now have more than 1.39 million Bitcoin, which corresponds to about 6.6 % of the total offer. These stock market -traded funds offer regulated, accessible investment instruments that are attractive for institutional actors. The increase in institutional Bitcoin ownership corresponds to the increasing regulatory clarity in the United States, which strengthens the trust of the large investors.
The performance of Bitcoin compared to traditional assets has also strengthened its position. After the inauguration of President Donald Trump, exceeded Bitcoin die Performance other global assets such as stocks, bonds and precious metals. This strong performance has strengthened its reputation as a portfolio diversifier, which is able to achieve significant returns.
Private investors shift to altcoins
In contrast to the institutional trends, private investors have significantly reduced their Bitcoin engagement. The Bitcoin stocks of private investors have decreased by 37 % since November 2024 and are now only 11.6 % of the cryptocurrency portfolios of private investors. This decline coincides with increased allocations in old coins, especially XRP and stable coins.
The proportion of XRP in the investor portfolios almost doubled from 1.29 % in late 2024 to 2.42 % in May 2025. This increase is closely related to the growing expectation that XRP will be approved as a spot ETF, which, in the opinion of the market participants, is rather imminent than with other old coins. This regulatory optimism encourages both small investors and some institutional investors to increase their capital allocations in XRP.
Conversely, Solana (Sol) has a decline in the portfolio share. Solana stocks have dropped by 35 % since October 2024 and fell from 2.72 % in November to 1.76 % in May. The crypto industry considers it more likely that XRP is admitted as an ETF in front of that of Solana, which leads to capital resources away from Sol.
The divergent trends between institutional and private investors illustrate different risk profiles and investment periods. Institutional investors regard Bitcoin as a long -term underlying, which is supported by regulatory developments and a growing infrastructure. Small investors are more likely to focus on old coins that offer short -term catalysts such as the approval of ETFs, which can lead to short -term price increases.
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