Bitwise’s latest report brings things back down to earth: big institutions still see $ETH and $SOL as risky venture plays, not as real competition for Bitcoin. They don’t have a solid thesis yet on how these assets will actually capture value. For now, they’re tracking stuff like stablecoin activity, DeFi fees, and waiting to see if real usage ever pushes the price up.
What really stands out? Even after a brutal 50% drop between October and April, no one cut their allocations. So, yeah, they still believe—but they won’t stick around forever.
“If this stuff doesn’t work, we’re out.” That’s the clock ticking for both Ethereum and Solana right now.
So utility needs to turn into real value, sooner or later.
What do you think: do institutions want privacy-heavy, compliance-first chains, or do they prefer transparent, EVM-style setups?
#Saga
#AIStocksWhatNext
What really stands out? Even after a brutal 50% drop between October and April, no one cut their allocations. So, yeah, they still believe—but they won’t stick around forever.
“If this stuff doesn’t work, we’re out.” That’s the clock ticking for both Ethereum and Solana right now.
So utility needs to turn into real value, sooner or later.
What do you think: do institutions want privacy-heavy, compliance-first chains, or do they prefer transparent, EVM-style setups?
#Saga
#AIStocksWhatNext
