Bitcoin Makes Up One-Third Of Investor Crypto Portfolios In 2025

     

Institutional Adoption Grows As Retail Allocations Shift To Altcoins

Bitcoin exposure is rising across investor portfolios, driven by favorable U.S. crypto regulations and growing institutional adoption following the launch of spot Bitcoin exchange-traded funds (ETFs), according to a new report by Bybit.

As of May 2025, Bitcoin accounts for 30.95% of total investor holdings – up from 25.4% in November 2024 – making it the largest single asset held by crypto investors. By contrast, the Ether-to-Bitcoin ratio hit a yearly low of 0.15 in April before rebounding to 0.27, suggesting that for every $1 of Ether, investors now hold around $4 worth of Bitcoin.

Bitcoin has outperformed major global assets since the inauguration of U.S. President Donald Trump, surpassing equities, treasuries, and commodities in returns. The digital asset’s strong performance has helped position it as a preferred portfolio diversifier among institutions.

According to BitcoinTreasuries.net, corporate Bitcoin holdings have surged in recent weeks. As of June, over 244 companies are holding Bitcoin on their balance sheets – nearly double the 124 recorded in early June.

In total, 3.45 million BTC is now held in treasuries, including 834,000 BTC (3.97% of supply) in public companies and over 1.39 million BTC (6.6% of supply) through spot Bitcoin ETFs.

Unchained’s director of market research Joe Burnett suggested that Bitcoin could reach $1.8 million by 2035 as it begins to rival gold’s $22 trillion market cap.

Solana Holdings Down 35% Since October 2024

While institutional investors continue to accumulate Bitcoin, retail traders have cut their BTC exposure by 37% since November, now holding just 11.6% – less than half the institutional share.

Retail allocations have shifted toward altcoins, particularly XRP and stablecoins. XRP’s share in crypto portfolios rose from 1.29% in November to 2.42% by May, fueled by speculation over a potential spot XRP ETF approval.

“The crypto investing industry view is that Ripple spot ETF approval is likely ahead of such approval for Solana spot ETF,” the Bybit report noted.

In line with that trend, Solana’s share in investor portfolios declined from 2.72% to 1.76% over the same period, suggesting institutional capital rotation from SOL to XRP.