Crypto’s Darkest Year and the Dawn of the Institutional Era
Author | Jocy, Founding Partner at IOSG Ventures
This is a fundamental transformation of market structure, yet most people are still viewing the new era through the lens of old cycles.
Reviewing the 2025 crypto market, we witness a paradigm shift from retail speculation to institutional allocation. Core data shows institutional holdings at 24% and retail exit at 66% — the 2025 crypto market handover is complete. Forget the four-year cycle, the institutional era of crypto markets operates by new rules! Using data and logic, I’ll unpack the truth behind this so-called “worst year.”
Surface Data: 2025 Asset Performance
Traditional assets performed strongly: silver +130%, gold +66%, copper +34%, Nasdaq +20.7%, and the S&P 500…
