Wall Street strategists expect institutions to increase Bitcoin allocations, Arthur Hayes emphasizes the long-term value of BTC.

Veteran Wall Street strategist Jordi Visser predicts that by the end of 2025, Financial Institutions will increase their allocation to Bitcoin, which will trigger a new round of institutional capital inflow. Meanwhile, crypto industry executive Arthur Hayes calls on investors to abandon the short-term get-rich-quick mentality, emphasizing the need to view the true value of Bitcoin from a long-term and inflation-adjusted perspective.

Jordi Visser's Wall Street Bullish Prediction

In a recent interview, Jordi Visser stated that he expects an increase in the allocation of Bitcoin by the TradFi sector from now until the end of this year. He emphasized that this shift "is bound to happen" and believes that Financial Institutions are preparing for 2026 to position Bitcoin for a more significant role in institutional portfolios.

Visser's viewpoint resonates with multiple research findings:

• A survey conducted by mainstream CEX and EY Parthenon in March 2025 showed that 83% of institutional investors plan to increase their cryptocurrency risk exposure next year.
• Bitwise predicted in a report in May that by the end of 2025, the inflow of Bitcoin could reach as high as $120 billion, and by 2026, it will reach $300 billion.

Bitcoin ETF and Public Company Holdings Data

Visser's timing of the prediction coincides with a strong resurgence of spot Bitcoin ETFs. According to Farside data, net inflows into U.S. spot Bitcoin funds reached approximately $2.33 billion in the past week, bringing the total inflows since the launch in January to nearly $57 billion.

In addition, listed companies are also increasing their investments in Bitcoin. According to data from BitcoinTreasuries.NET, the total value of Bitcoin held by listed companies currently exceeds $117 billion, indicating a growing confidence among enterprises in using Bitcoin as a reserve asset.

On a technical level, Visser also sees positive signals. He pointed out that Ethereum's consolidation in the range of $4,000 to $5,000 indicates that a broader cryptocurrency ecosystem, including Dogecoin and Sui, will experience "small breakouts," thereby confirming the overall market's upward momentum.

Arthur Hayes' Long-Term Perspective: Seeing Through the Value of Inflation

Unlike Visser's focus on institutional inflows, crypto industry executive Arthur Hayes criticized the prevalent short-term get-rich-quick mentality in the crypto market. He warned that those expecting to cash out immediately after buying Bitcoin are likely to face asset liquidation.

Hayes believes that comparing the performance of Bitcoin to traditional assets like stocks and gold is flawed. He emphasizes that if the performance of these assets is adjusted for inflation and currency depreciation, Bitcoin remains the best-performing asset. He has predicted that by the end of 2025, the price of Bitcoin could reach $250,000.

Conclusion

This article brings together the perspectives of traditional financial strategists and seasoned professionals in the encryption industry, presenting a strong consensus: the long-term value of Bitcoin is gaining broader recognition. Jordi Visser's predictions depict an impending wave of institutional funds, while Arthur Hayes's comments provide valuable insights for investors, reminding them to look beyond short-term fluctuations and focus on Bitcoin as a long-term value proposition against currency depreciation.