Something interesting is happening behind the scenes in crypto. Prices may be shaky right now, but big investors? They’re not backing off. In fact, they’re leaning in.
A new Coinbase and EY-Parthenon survey of 351 institutional players shows just how strong that confidence is. Around 74% expect crypto prices to go up, and 73% are planning to increase their exposure this year. These aren’t small players either. Think asset managers, hedge funds, private banks, and family offices. So what are they seeing that others might be missing?
Start with how they’re investing. Instead of buying crypto directly, about two-thirds now prefer regulated options like exchange-traded products. Why? It’s simpler, cleaner, and fits better with rules they already follow. The rise of spot Bitcoin and Ethereum ETFs made that shift even easier. No need to manage wallets or deal with technical setups.
Regulation drives institutional confidence
Now let’s talk about what’s still holding things back. Regulation. More than three-quarters say clearer rules are the missing piece. That’s where the GENIUS Act comes in. Passed in 2025, it set firm guidelines for stablecoins, including full reserves and federal oversight.
Does that matter? Definitely. About 83% say it makes them more willing to get involved. The same share is already using, or planning to use, stablecoins for payments and cash management.
Tokenization is another area catching attention. Around 63% are exploring it, and 61% think it could reshape how markets work. Turning real-world assets into digital tokens? That idea is gaining traction fast.
What about the recent dip? Bitcoin falling near $72,300 raised concerns, sure. But here’s the key point: institutions aren’t pulling out. Nearly half are just tightening risk controls instead. So instead of leaving, they’re adjusting. And that says a lot about where this market could be heading next.
