华尔街资深人士预测：机构将在12月前大举增持比特币

机构资金正在涌向加密货币——而且速度远超预期。

一位华尔街资深分析师透露，主要金融机构正准备在年底前大规模配置比特币资产。传统金融巨头终于意识到——要么拥抱数字资产革命，要么被时代抛弃。

为什么是现在？监管 clarity 加上机构级基础设施的成熟，为大规模资金流入扫清了道路。这些可不是试探性投资——而是真正的资产配置转移。

毕竟，当传统投资组合连续季度表现平平时，连最保守的基金经理都开始寻找替代方案。比特币的稀缺性和抗通胀特性正在成为机构资产负债表上的新宠。

华尔街总爱迟到，但从不缺席利润盛宴——哪怕这意味着要吞下他们曾经嘲讽的『数字郁金香』。

TLDR

• Wall Street analyst Jordi Visser predicts US financial institutions will increase Bitcoin allocations by year-end
• Traditional finance portfolios expected to boost Bitcoin holdings in Q4 2024 for 2025 preparations
• 83% of institutional investors surveyed plan to increase crypto allocations in 2025
• US spot Bitcoin ETFs have recorded $56.79 billion in total inflows since January 2024
• Publicly traded companies now hold approximately $117.03 billion in Bitcoin on balance sheets

Wall Street veteran and macro analyst Jordi Visser has made a strong prediction about Bitcoin adoption in traditional finance. He believes US financial institutions will increase their Bitcoin allocations before 2024 ends.

Speaking with Anthony Pompliano in a recent YouTube interview, Visser shared his outlook for institutional bitcoin investment. He stated that allocations for Bitcoin from the traditional finance world will increase between now and year-end.

Wall Street's worst nightmare just became reality.

Jordi Visser explains how 401k Bitcoin access unleashes $12 TRILLION in pent-up demand.

This makes the ETF launch look tiny.

The Bitcoin supply squeeze is inevitable: 🧵 pic.twitter.com/RtZLvMFKYB

— Lyle Hauser (@LyleHauser) August 19, 2025

The analyst emphasized his confidence in this prediction. Visser said Bitcoin’s allocation numbers will go higher across investment portfolios and that this development is certain to happen.

His forecast targets the final quarter of 2024 as the key period for these allocation changes. This timing coincides with ongoing market debates about whether Bitcoin’s price will peak during this cycle’s fourth quarter.

Institutional Interest Shows Strong Growth

Recent data supports Visser’s optimistic outlook on institutional Bitcoin adoption. A March 2024 survey by Coinbase and EY-Parthenon revealed strong institutional interest in cryptocurrency markets.

The survey found that 83% of institutional investors plan to increase their crypto allocations in 2025. This data suggests growing acceptance of digital assets among traditional financial entities.

Bitwise released additional projections in May 2024 supporting this trend. The firm predicted $120 billion in Bitcoin inflows by 2025 and $300 billion by 2026.

US-based spot Bitcoin ETFs have shown strong performance recently. These funds recorded approximately $2.33 billion in net inflows over five consecutive days.

Since launching in January 2024, spot Bitcoin ETFs have accumulated $56.79 billion in total inflows. This figure demonstrates sustained institutional demand for Bitcoin exposure through regulated investment vehicles.

Corporate Bitcoin Holdings Reach New Heights

Publicly traded companies have increased their Bitcoin treasury holdings substantially. Current data from BitcoinTreasuries.NET shows these companies hold approximately $117.03 billion in Bitcoin.

This corporate adoption trend represents another FORM of institutional Bitcoin allocation. Companies across various sectors have added Bitcoin to their balance sheets as a treasury asset.

Visser also commented on Bitcoin’s technical performance and broader market conditions. While hesitant to make specific price predictions, he expressed satisfaction with how Bitcoin’s charts are developing.

The analyst noted positive technical signals across the broader cryptocurrency market. He mentioned seeing multiple “mini breakouts” from a technical analysis perspective.

Visser highlighted Ethereum’s price action as particularly important for overall market health. He noted that ethereum has been consolidating between $4,000 and $5,000, with all-time highs around $5,000.

The publicly traded companies currently hold approximately $117.03 billion in Bitcoin on their balance sheets according to BitcoinTreasuries.NET data.