The world of Bitcoin (BTC) and cryptocurrency experiences moments of transformation. The valuation of these assets fell slightly in March 2025, but that month together with him brought multiple signals of acceleration in institutional activity.
The movement continues its chain reaction, which originated in the US election last November. After a recent change in US policy against Bitcoin, The agency shows new confidence in a medium-term perspectiveand will start investing heavily in the digital asset industry.
In a report created by investment firm Grayscale during March, the indicators of cryptoactive sectors weighted by market capitalization are: Bitcoin price fell 2% and 5%.
However, this performance did not occur in vacuum. Traditional assets also faced a complicated month. US variable income recorded great capitalisation technological actions and cyclical sector technological actions, as well as losses that global bond markets produced gross negative yields.
Furthermore, the US dollar lost its value compared to the prices of euros and gold. Historically, Bitcoin has maintained a positive correlation with broad stock market indicators and a negative correlation with the dollar. Therefore, the mixed results of Cryptoactive in March, In the context of stock and dollar declines, they are consistent with patterns observed in the past.
Despite the relatively mildness in the assessment, news about institutional activities marked a turning point. This torrent of development highlights the structural changes that the digital asset industry is experiencing.
Fuse and booming acquisitions
The action of the agreement in the cryptocurrency sector has been a surprising impulse. Kraken Cryptoactive Exchange has announced the acquisition of Ninjatrader, a $1.5 billion futures negotiation platform.
With this movement, Kraken We may provide regulated cryptocurrencies and other derivatives. In both the US and international markets.
At the same time, Bloomberg reported that Coinbase, another giant in the sector, is having a sophisticated conversation to acquire DeLibit, the leading platform for cryptocurrency options trading.
These contracts reflect clear trends. The platform is looking to integrate and expand services in an increasingly competitive market.
Furthermore, grayscale research data shows the total collection of funds for the cryptocurrency industry It reached $100 billion in the last two quarters. This contrasts with the 3.5 billion people registered in the previous two quarters, indicating a growing institutional interest in the sector.
Stablecins: A new institutional battle
Another important development includes Stablecoins. The institution has increased participation in this segment; Especially considering the possibility of new laws in the US Congress this year.
To be precise, the Financial Services Committee of the US representative Chamber of Commerce approved it yesterday, April 3rd. Transparency and liability law for a better economy.
According to the Financial Times, one of the world’s largest financial companies, Fidelity is in the full development of its own Stablecoin. World Liberty Financial, a decentralized finance platform (DEFI), linked to President Trump’s family, launched his own Stablecoin last week.
Similarly, PayPal launched its own Stablecoin in 2023 It already has a market capitalization of around $725 million.. Another well-known fintech, Revolut, is preparing to launch its own Stablecoin in the near future, as announced last year.
These moves suggest that stub coin They integrate as a bridge between traditional finance and cryptocurrency ecosystems.
Tokenization of real world real assets on the rise
Real World Asset Token (RWA) gains ground quickly. According to the RWA.xyz data platform, the total tokenized assets except Stablecoins is It reached a record of $19.5 million in March.
This growth is due to a large portion of BlackRock’s tokenized financial product, known as Buidl, launched in 2024. The market capitalization approached $2,000 million.
This boom drives demand for applications as defined by the institution. Similarly, Securitize, a company specializing in tokenization, has created a network that is associated with Ethena, the company behind USDE Stable, to provide compatible access to Defi.
These advances show that tokenization not only transforms asset properties, but also redefines how institutions interact with public cryptocurrency networks.
Bitcoin in corporate balance
If something was clear in the first quarter of 2025, the institutional appetite from Bitcoin was greedy. During that period, the public company acquired 91,781 BTC.
More companies will incorporate Bitcoin into the general balance according to example strategies (previously micro-strategic strategies). The company, a pioneer of this strategy, acquired an additional 29,000 BTC in March 2025. Accumulated at 528,000 BTC.
Other companies such as Tether, behind USDT Stable, added 8,888 BTC to its portfolio on April 1, and added Japanese investment company Metaplenet to its portfolio on April 1, with 160 BTC on April 1, holding it at 4.206 BTC.
Bitcoin mining companies will also be added to this practice. Marathon Digital Holdings, the largest “hodler” of the companies in that sector, provided $2,000 million in stake on March 31 to acquire more BTC.
This phenomenon reflects the growing acceptance of digital currency as a value reserve between businesses.
Bitcoin Strategic Reserve
The US government has taken a historic step by establishing a strategic Bitcoin reserve. President Trump created this preparation, claiming that “being one of the Indigenous peoples has strategic advantages.” When treating Bitcoin as a reserve asset.
The order provides for the capitalization of reservations in Bitcoin, currently in the hands of government agencies, ban sales, delegating secretaries to the Treasury and Commerce, and developing strategies to acquire more Bitcoin. Additionally, another spares of digital assets have been created to include other cryptocurrencies.
The announcement did not include immediate purchases in the open market, but some people were disappointed. Grayscale believes this vision underestimates its impact.
Recognize Bitcoin as a strategic asset I was able to push other countries and review their policies on digital assetsaccelerates global adoption. With the “country, two systems” framework that allows Hong Kong to operate in cryptocurrency, China will become an important case to follow, Grayscale says.
Macroeconomic perspectives and risks
Despite these advances, cryptocurrencies face the risks of the US macroeconomic movement, a product of Trump’s tariff measures. According to the Grayscale Research Index, the rating has dropped by 30% since 2025.
Bitcoin remains a low correlation with variable income, Markets are still sensitive to economic perspectives An appetite for risk.
Trump administration policies such as immigration restrictions, reduced public spending and tariffs create uncertainty. Economists have reduced GDP growth forecasts, companies have adjusted their profit forecasts downwards, which clash with actions, and in turn, Bitcoin is said to be Grayscale.
However, grayscale research maintains a positive perspective. The digital asset industry foundations have improved, and the market is already discounting some of the risks. As political uncertainty decreases and the economy resists, the rating could quickly recover. For investors, the 2025 drop offers an attractive entry opportunity for this type of evolutionary assets.
