Wintermute: In the 2025 bull market, institutions will increase their holdings of BTC and ETH, and retail investors will turn to Meme coins
Odaily News Wintermute released a report saying that during the bull market in the first half of 2025, institutional investors and retail investors had significant differences in investment strategies. Institutions doubled down on mainstream currencies such as Bitcoin (BTC) and Ethereum (ETH), maintaining a 67% allocation to mainstream currencies through ETF inflows and derivatives tools, while retail investors preferred riskier meme coins and altcoins, with mainstream currency allocations falling to 37%. Institutions use a large number of derivatives for hedging and yield management, and over-the-counter options trading volume soared 412% from the same period last year. Meme coins such as BONK, WIF, and POPCAT became popular, but the proportion of old-fashioned coins DOGE and SHIB declined. Wintermute pointed out that in the second half of the year, attention should be paid to the potential impact of the US Securities and Exchange Commission on the approval of the spot Dogecoin ETF, and several institutions have submitted relevant applications.
Wintermute CEO Evgeny Gaevoy said that this divergence reflects the maturity and professionalization of the crypto market, with institutions viewing crypto as macro assets and retail investors pursuing innovative opportunities. (The Block)
You may also like

Who is the true winner of the "Tokenization" narrative?

Moss: The Era of AI-Traded by Anyone | Project Introduction

Chip Smuggling Case Exposes Regulatory Loophole | Rewire News Evening Update

How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon
Ritmex demonstrates how disciplined risk control and structured signals can make an AI crypto trading bot more stable and reliable on WEEX, highlighting the importance of combining execution discipline with scalable AI trading systems.

Old Indicator Fails, Three Major New Signals Emerge: BTC True Bottom May Still Be Below $60K

Meeting OpenClaw Founder at a Hackathon: What Else Can Lobsters Do?

Huang Renxun's Latest Podcast Transcript: NVIDIA's Future, Embodied Intelligence and Agent Development, Soaring Demand for Inferencing, and AI's PR Crisis
How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon
Crypto_Trade shows how structured inputs and controlled adaptability can build a more stable and reliable AI crypto trading bot within the WEEX AI Trading Hackathon, highlighting a practical path toward scalable AI trading systems.

AI Starts to Devour the Manufacturing Industry | Rewire News Morning Edition

When Scaling Meets Speed, Ethereum Foundation Introduces "Hardness" to Safeguard the Base Layer

Google, Circle, Stripe Flock Together to Let AI Spend Money: Payment Giants' Joys and Worries in 2026 Q1

$100 Billion Factory Purchase: Bezos and Middle Eastern Capital Shift AI Money from Cloud to Shop Floor

Xiaomi and MiniMax both unleash their ultimate moves, signaling the start of the Agent Pricing War.

Predicting markets has taken the spotlight, but the Perp DEX has been quietly waging war on traditional exchanges.

Is the Market Slump Still Making Millions a Day? Is pump.fun's Revenue Real?

Understanding x402 and MPP in One Article: The Two Paths of Agent Payments

Quick Look at the Latest 18 Graduation Projects from Alliance: Who's the Next Pump.fun?

It's not just the prediction market that profits from the Iraq War
Who is the true winner of the "Tokenization" narrative?
Moss: The Era of AI-Traded by Anyone | Project Introduction
Chip Smuggling Case Exposes Regulatory Loophole | Rewire News Evening Update
How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon
Ritmex demonstrates how disciplined risk control and structured signals can make an AI crypto trading bot more stable and reliable on WEEX, highlighting the importance of combining execution discipline with scalable AI trading systems.