The Milk Road Show
Coinbase’s Head of Strategy Explains Why Institutional Investors Are Going All-In on Crypto
Mar 20, 2025
John D'Agostino, Head of Strategy at Coinbase, shares insights into a recent Coinbase survey revealing institutional investors' bullish attitude towards cryptocurrency. He discusses how these investors are planning to boost their allocations despite retail market nervousness. D'Agostino highlights a significant shift in strategy, with firms diversifying beyond Bitcoin and Ethereum and emphasizing the role of stablecoins. The conversation touches on the anticipated impacts of regulatory clarity and technological advancements in fostering confidence among institutional investors.
51:28
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Quick takeaways
- A striking 86% of institutional investors anticipate increasing their crypto allocations by 2025, signaling deepening confidence in digital assets.
- The shift towards a more optimistic regulatory outlook has alleviated concerns, encouraging greater institutional participation in the cryptocurrency market.
Deep dives
Institutional Interest in Crypto
A significant number of institutional investors plan to increase their allocation to cryptocurrencies, with 86% expecting to boost their investment by 2025. The survey revealed that 59% intend to allocate over 5% of their assets under management to crypto, indicating a growing confidence among institutions. The involvement of a big four accounting firm, Ernst & Young, in the survey speaks to the increasing acceptance and legitimacy of crypto in traditional finance. This trend suggests that institutions are looking beyond short-term market dips and focusing on the long-term potential of digital assets.
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