Harvard's endowment cut Bitcoin exposure while adding Ether, a shift experts say reflects volatility and private equity cash needs rather than a bearish verdict on crypto. Analysts see the change as a constructive sign for ETH and broader institutional engagement.
Fidelity says Bitcoin’s four‑year boom-and-bust rhythm may be fading as institutions, deeper liquidity, and changing ownership structures reshape its behavior. The firm argues this could push bitcoin into a longer-term macro asset role in investor portfolios.
With outlooks for stocks and bonds subdued, several endowments are experimenting with bitcoin and ether holdings to diversify portfolios and seek higher returns. The shift reflects cautious institutional adoption as funds balance return targets against crypto volatility.
ETHZilla plunged roughly 97% after reports surfaced that Peter Thiel’s team is abandoning an ‘Ethereum Treasury’ model, triggering heavy selling. Social posts framed the rout as "paper hands" fleeing while longer-term holders look to buy.
Michael Saylor reiterated on Feb 11, 2026 that MicroStrategy will continue accumulating bitcoin and has no intention to sell, even in a prolonged downturn. BTC trades around $65,900–$66,150.
Citigroup reaffirmed its buy rating on MicroStrategy on Feb. 9, 2026, backing the firm’s continued Bitcoin accumulation despite billions in unrealized losses. The move signals ongoing institutional confidence in corporate Bitcoin treasuries.
WisdomTree CEO Jonathan Steinberg says the firm's tokenization arm is close to turning profitable, backed by $750 million in digital assets, as the asset manager positions crypto at the center of its business while overseeing $150 billion in assets.
JPMorgan's 2026 Global Family Office Report finds 89% of family offices are not investing in crypto, reflecting persistent skepticism. Wealthy families also show limited interest in both traditional and newer hedging strategies.
BitGo disclosed in a regulatory filing that it plans to raise up to $201 million in a U.S. initial public offering. The move marks a notable step for the crypto custody firm toward public markets.
Norges Bank Investment Management voted unanimously for all five management proposals at Bitcoin-treasury firm Metaplanet, and the stock rose 1.51% amid a modest BTC rebound. The $2 trillion sovereign fund’s backing is a notable institutional signal for crypto-related corporate governance.