The Mark Moss Show Institutional Investors are Exiting Crypto (and buying this instead)
Aug 7, 2025
Institutions are pulling back from cryptocurrency, opting for traditional assets with more stability and higher returns. A surprising $85 billion has flowed into Bitcoin, yet investors are eyeing real companies rather than altcoins. This shift is transforming the investment landscape, as major players like BlackRock are on the move. Understanding the phases of the tech cycle is critical for capitalizing on these trends, with opportunities that could outperform Bitcoin by astonishing margins.
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Altcoins Losing to Bitcoin
- Altcoins are currently in decline and outperforming them is difficult compared to Bitcoin.
- Major altcoins like Ethereum and XRP are down significantly in Bitcoin terms since their highs.
Crypto Losing to Bitcoin Today
- Crypto is no longer the most profitable compared to Bitcoin, reflecting a shift from retail to institutional dominance.
- Approximately 90% of crypto traders lose money because they use outdated phase one strategies in a phase two market.
Shift to Institutional Money
- We are in the frenzy phase of a 50-year tech cycle, where institutional and sovereign funds dominate.
- Strategies must adapt as institutions deploy billions, creating a fundamentally different market than retail-driven phases.