According to @bobbyong, crypto decoupled from traditional markets in 2025 even as prices pulled back, while participation remained resilient, per CoinGecko's 2025 Annual Crypto Industry Report. According to @bobbyong citing CoinGecko Research, institutional adoption deepened via DATCos that deployed at least $49.7B to acquire over 5% of the total BTC and ETH supply. According to @bobbyong, these are headline findings from CoinGecko's 60-page 2025 Annual Crypto Industry Report and set the backdrop for traders assessing liquidity and positioning into 2026.

According to Token2049 panel coverage, Robbie from BlackRock emphasized the significance of the recent crypto market decoupling, even if it was temporary. He stated that major institutional investors are closely monitoring for signs of crypto assets behaving as either alternative investments or safe haven assets. This shift is considered a key trigger for substantial institutional trading activity, as noted during the discussion (source: Token2049 panel).

According to KookCapitalLLC, cryptocurrency markets are finally decoupling from traditional financial markets, a shift that was expected to take another cycle or longer. This decoupling is supported by cryptocurrency's jurisdictionless nature, which is becoming evident as multiple jurisdictions face economic challenges. This trend is considered bullish for crypto investors, as geopolitical uncertainties may further drive this divergence.