Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
Oct 23, 2025
Discussed in today's video:
- Macro Tailwinds Building: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.
- Retail Access Expands: Fidelity’s addition of spot Solana trading and Robinhood’s listing of HYPE broaden retail access to the two assets.
- Institutional Participation Still Limited: The latest BofA Fund Manager Survey shows crypto allocations remain near zero, leaving substantial room for incremental inflows if sentiment continues to improve.