As the global fiat currency system encounters severe fluctuations, asset allocation logic is quietly being restructured. From Wall Street to Asian capital markets, more and more institutions no longer view Bitcoin and Ethereum as speculative targets, but rather as alternative cores of the future financial system.
The world is undergoing a transformation of the monetary order
Since the second half of 2024, countries are facing similar issues:
Inflationary pressure remains unchanged
Interest rate policies are swinging unpredictably
Exchange rates are fluctuating violently, capital outflow is intensifying
Traditional assets find it difficult to balance both yield and hedging
Against this backdrop, assets that are 'decentralized, anti-inflation, and globally circulable' have become a choice for capital refuge. Cryptocurrencies possess these characteristics.
Institutions are collectively entering the market
Since 2025, several financial institutions have increased their investment in or laid out plans for crypto assets:
Vault Ventures (UK)
Investing £750,000 to purchase Ethereum, £150,000 to purchase Bitcoin
Declaring the inclusion of ETH and SOL into financial reserves as sovereign assets of the digital age
Huaxing Capital (Hong Kong)
Announcing a budget of $100 million, officially entering the realms of Web3, stablecoins, and RWA
Appointing directors with blockchain backgrounds into decision-making core
Positioning itself as a 'bridge connecting the Web2 and Web3 worlds'
Additionally, institutions such as BlackRock, Franklin Templeton, and MicroStrategy are either purchasing assets directly or participating in blockchain projects, further consolidating market confidence.
Why now?
1. The currency system is unbalanced, trust begins to shift
Bitcoin's infinite transparency and limited supply are gradually making it a new generation of reserve asset amid the depreciation of global fiat currencies and increased uncertainty.
2. Ethereum applications are landing, shifting from speculation to infrastructure
Whether it is RWA, stablecoin settlement, or DeFi protocols, Ethereum has often been the main chain behind them, becoming a key hub for the fusion of modern finance and blockchain.
3. The trend of asset globalization is irreversible
With the regulatory framework becoming clearer, Hong Kong opening stablecoin licenses, and the U.S. ETFs being successively approved, crypto assets are moving from 'marginal' to 'mainstream'.
The essence of investment is to seek order amid chaos
Many still believe that cryptocurrencies are highly volatile and risky. However, in reality, risk is not a flaw but a transparent manifestation. Compared to the hidden risks behind central banks and government policies, decentralized cryptocurrencies make the rules of capital operation clearer.
This is why these assets are being included in the investment portfolios of more and more institutions, not for short-term explosions, but to long-term combat the uncertainties within the current system.
Conclusion
This is not a replication of a bubble, but a prelude to a global asset restructuring. Those who truly understand capital have begun to redefine what core allocation assets are.
Bitcoin, Ethereum, and the entire blockchain system are the starting point of this transformation.