Institutional investors don dey optimistic about crypto, dem dey back ETFs and stablecoins
Survey wey EY-Parthenon and Coinbase do for 351 institutional investors (Mar 18) show say dem get strong optimism for crypto. Three out of four institutional investors dey expect crypto prices to rise inside the next 12 months, and 73% plan to increase crypto allocations for 2026.
Even though volatility still dey worry people, 49% of institutional investors talk say dem go tighten execution—dem go prioritise risk management, liquidity, and position sizing instead of cutting exposure.
Access dey shift to regulated products. 66% don already hold spot crypto ETFs or other exchange-traded products (ETPs), and 81% prefer to get exposure through registered vehicles.
Stablecoins and tokenization dey gain traction. 86% dey already use or dey consider stablecoins for treasury/cash management and payments. For tokenization, the number of asset managers wey dey find to tokenize their own assets climb from 40% to 64% over the past year, and 61% expect meaningful changes to trading, clearing, and settlement in the next 3–5 years.
Regulation na both catalyst and risk: 65% mention say clearer rules be reason to buy more crypto, but 66% see regulatory uncertainty as the biggest worry. Investors point to need for clarity on market structure (78%), firm licensing (56%), and tax treatment (54%). The report highlight the U.S. GENIUS Act stablecoin framework and related SEC guidance on tokenized securities, plus SEC/CFTC coordination via Project Crypto.
Bullish
Big institutional investors dey generally positive about crypto, wit 3 out of 4 dem dey expect price go rise and 73% dey plan to raise allocations for 2026. At the same time, the survey show say dem dey tighten risk controls (risk management, liquidity planning, position sizing), we fit reduce forced selling during volatility. The shift to regulated crypto ETFs/ETPs and strong stablecoin adoption for treasury use support steadier inflows and smoother liquidity management. Tokenization expectations (improve trading/clearing/settlement over 3–5 years) also add medium-term catalyst. Net effect: more demand intent and structured access, so upside bias dey dominate despite regulatory uncertainty.