A recent report reveals that exposure to Bitcoin in crypto investors' portfolios has seen a notable surge. This trend is being driven by increasingly innovation-friendly cryptocurrency regulations in the United States, along with rising institutional adoption following the launch of spot Bitcoin Exchange-Traded Funds (ETFs).

According to the Bybit Research report, as cited by Cointelegraph on Tuesday (June 24, 2025), Bitcoin accounted for approximately 30.95% of total crypto holdings by May 2025, up from 25.4% in November 2024. This makes Bitcoin the largest single asset within crypto investor portfolios today.

Meanwhile, the Ether (ETH) to Bitcoin ownership ratio dropped to its lowest level in 2025 at 0.15 in late April, before recovering to 0.27. This indicates that for every US$1 held in ETH, investors typically hold about US$4 in Bitcoin.

Bitcoin Outperforms Global Assets After Trump’s Inauguration
Following Donald Trump’s reinstatement as U.S. President, Bitcoin has outperformed nearly all major global asset classes, including stocks, bonds, and precious metals. This performance has further solidified Bitcoin’s reputation as a strong diversification instrument capable of offering competitive returns in investment portfolios.

This condition has also triggered a sharp rise in institutional participation. According to data from BitcoinTreasuries, the number of publicly traded companies holding Bitcoin on their balance sheets surged dramatically from 124 to 244 within just a few weeks after June 5. Over the past year, 28 new firms have added Bitcoin exposure.

In total, approximately 3.45 million BTC are currently held in various forms of strategic reserves. Out of this, 834,000 BTC—representing around 3.97% of total supply—is held by public companies, while over 1.39 million BTC (around 6.6%) is managed through spot Bitcoin ETFs.

Retail Investors Shift Toward Altcoins
Despite growing institutional interest in Bitcoin, retail investor holdings have dropped significantly—down 37% since November 2024—to just 11.6%, less than half of institutional holdings. Bybit’s report attributes this decline primarily to retail investors reallocating funds into altcoins and stablecoins such as XRP and USDT.

XRP holdings have doubled, increasing from 1.29% to 2.42%, amid speculation that a spot XRP ETF could receive regulatory approval sooner than a Solana (SOL) ETF. This expectation has led institutional investors to reallocate some capital from SOL into XRP. Consequently, SOL’s portfolio share declined from 2.72% in November 2024 to 1.76% in May 2025.

A number of analysts remain optimistic about Bitcoin’s price prospects in 2025. Standard Chartered projects Bitcoin could reach US$200,000 before year-end, with the potential to hit US$500,000 by 2029, fueled by a shift in U.S. investor portfolios toward Bitcoin as a strategic alternative asset.

Bitfinex also forecasts that Bitcoin could rise to US$200,000 by mid-2025, driven by stronger institutional participation and capital inflows into ETFs.

Similarly, Arthur Hayes, Co-Founder of BitMEX, anticipates that expansive monetary policies by global central banks will push Bitcoin prices to US$150,000 in 2025, with the potential to reach US$1 million by 2028.

At the time of writing, Bitcoin is trading around US$105,235, reflecting a 4% increase over the past 24 hours, according to CoinMarketCap data.