2025-12-25 13:23:58

Recently, many sovereign wealth funds and national-level institutions around the world have entered the Bitcoin market. This signal is very interesting—it indicates that crypto assets are gradually moving from speculative instruments to mainstream financial allocations.

Luxembourg's generational sovereign wealth fund (FSIL) took the lead in October 2025, allocating 1% of its total assets to Bitcoin ETFs, equivalent to approximately 7 million euros. Their reasoning is straightforward: hedge against inflation, lock in currency risk, and strengthen their position as the EU's digital asset hub.

More aggressive are the Middle Eastern financiers. Abu Dhabi Investment Authority increased its holdings of BlackRock's iShares Bitcoin Trust (IBIT) in Q2 and Q3 of 2025, reaching a scale of $518 million. This is no small move—behind it reflects the long-term diversification anxiety of oil capital. They are converting "black gold" underground into financial assets that can withstand cycles, while also laying out future financial infrastructure.

In May this year, New Hampshire in the United States took an even more aggressive step by directly authorizing state officials to include Bitcoin in strategic reserves, with a cap of 5% of the reserve portfolio. This is a policy-level endorsement—upgrading crypto assets from "speculative items" to "long-term value storage tools."

Norwegian sovereign wealth funds have not announced a specific timetable, but reports indicate they indirectly hold about 11,400 Bitcoins. These figures all tell the same story: global institutional funds are re-pricing Bitcoin's position. From a liquidity perspective, the gradual entry of large institutional allocations is indeed changing the fundamental logic of the market.

BTC-0.73%

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GoldDiggerDuck

· 9h ago

Damn, the institutions are really starting to play for real now. This completely changes the narrative for BTC. Really, really, even the oil giants are coming in to buy the dip. How much lower can it go? Wait, 5% reserves in New Hampshire? Government-level endorsement, impressive. Once big institutions enter, retail investors will either follow the trend or get cut. It's that simple. Norway's 11,400 BTC is quite aggressive. I'm bankrupt now, haha. To be honest, those entering now are the smart money. People who keep bearish are doomed to fall behind. Middle Eastern tycoons are throwing in $500 million at once. I'm still just nibbling at the bottom. This round is definitely not the same as the last hype. Institutional allocation is changing expectations, completely different. Mainstream adoption is a done deal. Waiting any longer is just wasting time. Looks like I should increase my position. Wait, are they truly allocating or just arbitraging financial products? Need to see clearly.

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MevHunter

· 9h ago

Large institutions are taking over, while retail investors are still hesitating about whether to get on board—that's the reality.

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ChainSherlockGirl

· 9h ago

Wow, the oil tycoon invested 500 million in IBIT. This is true "All in," unlike us retail investors who are constantly debating whether to buy or not.

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FalseProfitProphet

· 9h ago

Large institutions are rushing in, and now the crypto world is finally no longer just a playground for retail investors --- Middle Eastern financiers have投入 500 million, I really didn't expect oil capital to be so timid --- Policy endorsement is the strongest backing, more valuable than technical analysis --- Could the Norwegian foundation have already been stockpiling... --- From a speculative asset to a store of value tool, this shift essentially means squeezing retail investors and institutions alike --- I just want to know what those standing at high positions during this rally are thinking now --- Sovereign fund entry = crypto prices soar? Not necessarily, it might actually be a preemptive suppression --- Talking about inflation hedging, but actually it's just fear of currency devaluation --- The operation in New Hampshire is a bit outrageous, the state finance official really dares to gamble --- Liquidity changes the fundamentals... sounds professional, but actually it just means prices are about to surge

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