The cryptocurrency market is entering a new and unprecedented era as institutional giants take control, shifting Bitcoin’s trajectory in ways retail investors have never seen before.
On The CoinRock Show, host Matthias and guest Kyle 6figs delved into how Wall Street, sovereign wealth funds, and political figures are reshaping the market, setting the stage for what could be Bitcoin’s most explosive year in 2025.
Unlike previous bull runs, where speculative retail traders dominated the space, this cycle is being driven by institutional adoption at a level never seen before. BlackRock, the world’s largest asset manager, has already amassed billions in Bitcoin holdings, alongside major firms like Fidelity, Ark Invest, and VanEck. The approval of spot Bitcoin ETFs in the U.S. has triggered a massive liquidity influx, further solidifying Bitcoin’s position as a legitimate institutional-grade asset.
“This time, it’s different. Show me one other time in history when a sitting U.S. president is pro-crypto and actively buying Bitcoin.” – Matthias
Wall Street’s Hunger for Bitcoin
Institutions have always been skeptical of crypto, but that sentiment has now changed as Bitcoin is being viewed as a hedge against inflation and economic uncertainty. According to recent data, spot Bitcoin ETFs have accumulated over 200,000 BTC since their launch, with BlackRock’s iShares Bitcoin Trust (IBIT) alone crossing $10 billion in assets under management. These funds are seeing inflows even during periods of market corrections, showing a level of conviction never witnessed before in previous cycles.
Kyle 6figs, a seasoned trader, noted that this institutional accumulation is a clear sign of what’s coming. He emphasized that once these firms reach their target holdings, they will begin aggressively marketing Bitcoin financial products to retail investors, triggering mass FOMO.
“The real bull run begins when institutions start marketing their financial crypto services. That’s when retail will FOMO in, and prices will go parabolic.” – Kyle 6figs
He explained that we are still in the accumulation phase, where institutional players are steadily buying Bitcoin while retail investors remain hesitant. But history suggests that once mainstream media and financial advisors begin promoting Bitcoin, the market could enter a rapid upward trajectory, potentially sending Bitcoin past $150,000 and beyond.
Sovereign Wealth Funds and Governments Enter the Game
Perhaps the most surprising shift in this cycle is the involvement of sovereign wealth funds and political figures in Bitcoin accumulation. While in previous years, governments and financial regulators were largely skeptical or hostile toward crypto, 2024 has seen a growing political embrace of Bitcoin.
Former U.S. President Donald Trump, who once criticized Bitcoin, is now actively accumulating it for his campaign, marking an unprecedented shift in political attitudes toward crypto. Meanwhile, sovereign wealth funds from Norway, Singapore, and the UAE have started adding Bitcoin to their investment portfolios. The Norwegian Government Pension Fund, which manages over $1.5 trillion, now holds indirect Bitcoin exposure through publicly traded companies like MicroStrategy.
Matthias believes this political and institutional alignment is a game-changer, reinforcing Bitcoin’s long-term legitimacy as a store of value and asset class. He highlighted how regulatory clarity is finally emerging, with the European Union’s MiCA regulations and U.S. lawmakers working toward comprehensive crypto frameworks.
“The era of crypto uncertainty is ending. Institutions and governments are coming in, and they’re not here to trade—they’re here to stay.” – Matthias
Retail Investors Haven’t Realized What’s Happening Yet
Despite all these developments, many retail investors are still on the sidelines, hesitant due to previous market crashes and uncertainty. But history shows that once institutional players complete their accumulation phase and begin pushing Bitcoin products to their clients, a retail-driven buying frenzy typically follows.
Kyle explained that this cycle is unlike any before, and those who wait too long may miss out on the next explosive move. Data from Sentiment shows that whale accumulation is at its highest levels in years, and Glassnode reports that long-term Bitcoin holders are refusing to sell, tightening the supply even further.
With Bitcoin’s liquid supply diminishing while demand skyrockets, the perfect storm for a parabolic run is brewing.
2025 Could Be Bitcoin’s Most Defining Year
The cryptocurrency market is at a turning point, with institutions, sovereign wealth funds, and political figures actively reshaping its future. The approval of spot Bitcoin ETFs has already triggered massive capital inflows, but the real shift will come when institutions begin marketing their Bitcoin holdings to retail investors, pushing demand to new highs.
As Kyle pointed out, Bitcoin’s bull runs have always followed a pattern—but this time, the players are different, and so are the stakes. Whether Bitcoin reaches $150,000 or higher, one thing is certain—2025 will be a year that defines Bitcoin’s role in global finance like never before.
