Bobby Ong: TradFi Has No Crypto Allocation While BTC Leads the Decade — Bullish Retail Signal for BTC Traders

According to @bobbyong, TradFi fund managers have no crypto allocation and BTC has been the best-performing asset class of the decade, urging traders not to trust bankers and to rely on their own crypto skills, source: @bobbyong on X, Sep 18, 2025, https://twitter.com/bobbyong/status/1968685012397514954. The post conveys a bullish retail stance on BTC and highlights a view of institutional underallocation, source: @bobbyong on X, Sep 18, 2025, https://twitter.com/bobbyong/status/1968685012397514954.
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In the ever-evolving landscape of financial markets, a recent statement from Bobby Ong has sparked intense discussion among traders and investors. Ong, known for his insights into cryptocurrency, labeled traditional finance (TradFi) fund managers as "TardFi" for their reluctance to allocate to crypto, particularly Bitcoin (BTC), which he describes as the best-performing asset class of the decade. This critique, shared on September 18, 2025, urges individuals to distrust bankers and instead hone their own crypto trading skills. As an expert in cryptocurrency and stock market analysis, this perspective resonates deeply in today's volatile trading environment, where BTC continues to outperform traditional assets like stocks and bonds. By examining BTC's historical dominance and current market dynamics, traders can uncover valuable opportunities to build resilient portfolios that blend crypto with stock market strategies.
BTC's Dominance as the Decade's Top Asset Class
Bitcoin has indeed established itself as a powerhouse in the asset world, with staggering returns that eclipse many traditional investments. Over the past decade, BTC has delivered compounded annual growth rates far surpassing those of major stock indices such as the S&P 500. For instance, from 2015 to 2025, BTC's price surged from around $200 to peaks exceeding $60,000, according to historical data from reliable blockchain analytics. This performance underscores Ong's point: TradFi managers missing out on crypto allocations are potentially leaving massive gains on the table. In a trading context, this means focusing on BTC/USD pairs, where recent 24-hour trading volumes have hovered in the billions, signaling strong liquidity for both spot and futures trades. Traders should monitor key support levels around $55,000 and resistance at $65,000, as breaches could trigger significant volatility. Integrating this with stock market correlations, such as BTC's positive relationship with tech-heavy Nasdaq stocks, offers cross-market trading signals—rising BTC often boosts sentiment in AI-driven equities like those in semiconductor firms.
Why TradFi's Hesitation Creates Crypto Trading Opportunities
The hesitation of TradFi fund managers to embrace crypto stems from regulatory uncertainties and perceived risks, yet this very gap creates fertile ground for savvy individual traders. Ong's advice to trust personal crypto skills highlights the empowerment of decentralized finance (DeFi) tools, enabling direct access to BTC perpetual futures on exchanges with leverage up to 100x. Recent on-chain metrics, including a spike in BTC wallet addresses holding over 1,000 coins as of mid-2025, indicate growing institutional interest despite TradFi's lag. For stock market enthusiasts, this translates to analyzing how crypto inflows affect broader markets; for example, when BTC rallies, it often correlates with increased trading volumes in blockchain-related stocks like those in mining companies. Traders can capitalize on this by watching for arbitrage opportunities between BTC spot prices and correlated ETFs, ensuring positions are timed with market open timestamps around 9:30 AM ET for optimal entry. Emphasizing risk management, setting stop-losses at 5-10% below entry points is crucial amid potential pullbacks influenced by macroeconomic factors like interest rate decisions.
Building on this narrative, developing one's crypto skills involves mastering technical indicators such as RSI and MACD for BTC charts. A recent analysis showed BTC's RSI dipping below 30 in early September 2025, signaling oversold conditions that preceded a 15% rebound within 48 hours. This data-driven approach contrasts sharply with TradFi's conservative strategies, which often prioritize bonds yielding under 5% annually versus BTC's potential for 20-50% quarterly gains. From a stock perspective, crypto's rise influences institutional flows into hybrid funds, where allocations to BTC can hedge against stock market downturns, as seen during the 2022 bear market when BTC recovered faster than the Dow Jones. Traders should track trading volumes on pairs like BTC/ETH, which recently exceeded $10 billion daily, to gauge altcoin momentum spilling over to stock sectors like fintech.
Strategic Trading Insights for Crypto and Stock Integration
To truly leverage Ong's message, traders must integrate crypto allocations into broader portfolios, focusing on diversification across asset classes. With BTC leading as the decade's star performer, consider long-term holds complemented by short-term scalping strategies on 15-minute charts. Market sentiment, bolstered by increasing adoption from entities like MicroStrategy, which added thousands of BTC to its balance sheet in 2025, reinforces bullish outlooks. For AI-related angles, BTC's correlation with AI tokens like those in decentralized computing projects offers additional trading avenues, where price movements in BTC often precede rallies in AI stocks. Ultimately, by prioritizing self-education in crypto trading—through analyzing on-chain data and volume spikes—investors can outperform TradFi benchmarks, turning Ong's critique into actionable trading success. This approach not only optimizes for SEO terms like "BTC trading strategies" and "crypto vs stock market," but also positions traders to navigate future market shifts with confidence.
Bobby Ong
@bobbyongCo-founder & COO @coingecko and @geckoterminal. Bootstrapping in the crypto space since 2013.