#数字货币市场洞察 The True Attitude of Institutional Investors: Steadfast Positioning Amid Market Volatility

The market correction in December was significant, but institutional investors’ enthusiasm has not waned. A new report from Swiss crypto banking group Sygnum provides the answer—a survey of 1,000 global institutions shows that over 61% plan to increase their crypto asset allocations in the coming months, with 55% holding an optimistic view of the short-term market.

Even as the industry is still recovering from the $20 billion correction in October, about 73% of surveyed institutions remain committed to allocating to digital assets, all aiming for long-term returns. The issue is that behind this confidence lie quite a few uncertainties. The progress of the “Market Structure Bill” has been slow, and the approval of various spot token ETFs has not met expectations, both of which are affecting the investment pace.

Lucas Schweiger, Sygnum’s Chief Crypto Asset Ecosystem Researcher, points out that this uncertainty may persist until 2026. However, he also emphasizes that as the market matures, institutional investors are diversifying based on long-term growth expectations. 2025 will undoubtedly be more complex—fiscal pressures, geopolitical risks, risk management needs, and regulatory decisions are all intertwined, but the strong demand foundation remains. Notably, market participants have become much more rational, with effective market discipline curbing excessive speculation, and confidence in long-term growth trends continuing to grow steadily. The maturity of the digital asset ecosystem is still on the rise.