Bitcoin now constitutes approximately one-third (30.95%) of investor portfolios as of May 2025, reflecting a significant increase from 25.4% in November 2024. This growth is attributed to rising institutional adoption spurred by favorable cryptocurrency regulations in the U.S. and the introduction of spot Bitcoin exchange-traded funds (ETFs). Notably, Bitcoin remains the largest single asset within cryptocurrency portfolios, while retail investors have reduced their Bitcoin holdings by 37% to just 11.6%. In contrast, allocations to altcoins, particularly XRP, have surged due to expectations surrounding ETF approvals. XRP holdings have increased from 1.29% to 2.42%, whereas Solana holdings dropped from 2.72% to 1.76%. The report indicates that over 244 companies now hold Bitcoin on their balance sheets, with significant amounts also held through public company treasuries and ETF structures. These trends suggest a shift in investor strategy towards assets perceived as having greater future growth potential, as Bitcoin begins to compete with traditional assets like gold.

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