Enterprises and institutional investors accelerate their Blockchain layout, with capital allocation continuing to rise

According to the latest published "Crypto Assets Status Report", in the first half of 2025, large enterprises and global asset management companies continue to expand their Blockchain business layout and capital allocation.

A survey shows that 60% of executives from large enterprises indicate that their companies are undertaking on-chain projects, with the average number of projects per company significantly increasing from 5.8 last year to 9.7, a rise of 67%. Notably, nearly 20% of respondents now view blockchain projects as a core element of their future strategy, an increase of 47% compared to last year.

As enterprises pilot in areas such as payment rails, supply chain tracking, and identity credentials, the application scenarios of Blockchain are expanding from finance and technology to multiple industries including retail, healthcare, automotive, and food. Executives also pointed to new revenue sources, with 38% believing that on-chain tools can bring incremental sales, and 37% indicating that they are actively planning more deployment solutions.

The attention and resource investment at the board level remain consistent. Nearly half of the respondents from large enterprises indicated that their company's capital expenditure on Blockchain has increased over the past year. The transaction volume also reflects this shift, with the top 100 companies announcing a total of 46 different Web3 projects over the past three quarters, reaching historic highs despite uncertainties in the macro environment.

Institutional investors have continued this momentum through direct market participation. The ten largest spot BTC ETFs have collectively attracted $50 billion in inflows, which is double the first-year inflow of the best-performing traditional ETFs. The Ethereum fund attracted $3.5 billion in its first quarter after listing, surpassing historical counterparts in both assets under management and the number of institutional holders.

Survey data shows that 83% of institutional investors plan to increase their Crypto asset positions this year, and 59% of investors intend to allocate more than 5% of their managed assets to this field. The trend of diversification is also expanding, with 73% of investors already holding tokens other than BTC and Ethereum, and 76% of investors expect to invest in tokenized real-world assets by 2026.

Asset management companies point out that product availability and liquidity depth are catalysts driving this trend. The BTC ETF has established a stable daily trading volume that can compete with long-established stock funds, providing convenience for pension funds and insurance companies that need to conduct large-scale transactions. At the same time, the rise of treasury-backed stablecoins and a $21 billion tokenized bond market offer more investment tools that comply with existing mandates for the fixed income sector.

The synchronous growth of enterprise blockchain deployment and portfolio configuration has created a feedback loop, where enterprise projects generate on-chain transaction volume and data, thereby enhancing market transparency. At the same time, the influx of institutional funds has deepened market liquidity and encouraged vendors to build compliant infrastructure.

The research views regulatory clarity as the key to connecting these two trends. 90% of large enterprise executives and 60% of investors believe that clear federal regulations are the main driving force behind further commitments.

Currently, executives continue to budget for on-chain pilot projects, while asset management firms inject new funds into investment tools related to Crypto assets, marking a collaborative advancement of operational implementation and balance sheet allocation.