Bitwise CIO Matt Hougan told Michaël van de Poppe that traditional investors are shifting from 60/40 to 90/10 allocations with 10% in hard assets like Bitcoin and gold, citing persistent $2.5 trillion deficits and growing debt as drivers for potential massive inflows.

According to Crypto Rover, Fidelity Investments has made a significant adjustment in their cryptocurrency portfolio by purchasing $4.6 million in Ethereum (ETH) while selling $16.4 million in Bitcoin (BTC) on February 19, 2025. This move suggests a potential strategic shift in preference towards Ethereum, possibly influenced by recent developments or forecasts in market conditions. Traders should consider the implications of such institutional movements, as they often signal underlying market trends or expectations.