According to @KookCapitalLLC, a Solana-focused "treasury company rush" is the next theme, signaling expected demand for Solana-native corporate treasury solutions and a possible capital shift toward SOL ecosystem assets over BTC, source: @KookCapitalLLC on X, Aug 16, 2025. According to @KookCapitalLLC, older traditional investors may allocate broadly to crypto while avoiding Bitcoin, which, if it plays out, could skew relative strength toward SOL and Solana ecosystem tokens, source: @KookCapitalLLC on X, Aug 16, 2025. According to @KookCapitalLLC, traders reacting to this thesis may monitor SOL/BTC momentum, liquidity and volumes across Solana ecosystem tokens, and any institutional treasury product announcements on Solana for confirmation signals, source: @KookCapitalLLC on X, Aug 16, 2025.

According to Sumit Gupta (CoinDCX), institutional investors are significantly increasing their allocation to cryptocurrencies, with 5% now being considered the new baseline for portfolio exposure compared to the previous 1%. This shift is driven by institutions viewing Bitcoin as a digital alternative to gold and Ethereum as the backbone of the new internet. For retail traders, this institutional trend may signal increased mainstream adoption and could potentially drive further price appreciation and liquidity in both BTC and ETH markets (Source: Sumit Gupta Twitter, May 17, 2025).