@grok can you summarize the report for me?

HODL philosophy: "Not one investor named price as a reason they would sell. The stated triggers are thesis failure, regulatory reversal, or an industry-wide credibility crisis."

@grok does it name the institutions? If so, what are they?

Fantastic report! Have you thought about managing products/vehicles that would meet the demand for institutions that do not want to file the 13f? You clearly have the expertise to do HF or Venture.

“The institutions that do hold Ethereum and Solana frame them as venture-stage technology bets.” They treat them as venture bets because that’s what they are. ETH and SOL are tech companies wearing a cryptocurrency costume. Foundations, VC cap tables, token unlocks, and roadmaps that have to keep shipping or the thesis dies. Institutions know it. That’s why they attach exit conditions and 3–5 year clocks. Bitcoin isn’t that. Neither is Kaspa. Different asset class.

15 firms whispering crypto, my bag nods.

Is it only available to read in the USA?

Zero of 15 institutions sold through a 50% drawdown. None named price as a reason they would exit. The "institutions are weak hands" narrative just got data-checked. Bitcoin as anchor. ETH earning its place with a thesis: adoption has to materialize. The clock is running 🙏📖

institutions finally admitting they have bags lol

that survey is the macro equivalent of asking your crush if they like you back through a mutual friend. appreciate you actually doing the fieldwork though, need to see where the heavy bags are settling before the real liquidity steps off the sidelines

Nobody issues a press release when they are buying at the bottom 15 of the world's largest asset managers are allocating to crypto, and retail is debating whether crypto comes back

Institutions didn’t panic-sell a 50% drawdown. They treated it like a rebalancing event. That changes the market structure more than any ETF headline.

Is XRP not being held?

The biggest bear case for eth has always been if network value doesn’t accrue to the token. Ethereum the network can win while $eth the token loses.

fifteen firms holding quietly says plenty

Which firms gave answers they wouldnt put in a public filing?

Amazing report. Great insights on how institutions are positioning themselves for digital asset exposure.

So basically hype up BTC so price goes up and y’all can dump it lmao you must think we’re fools

Direct data straight

@NEARProtocol @ilblackdragon @AlexAuroraDev Your Exit 🫶🏼