The Institutional Shift in Value Creation
While many headlines have focused on digital asset volatility and some of the more challenging episodes for the asset class in recent years, the ecosystem has also been undergoing rapid evolution, marked by increasing institutional adoption, regulatory developments, and technological innovation.
Whether it is President Donald Trump’s establishment of a strategic reserve of cryptocurrencies by using tokens already owned by the government (as he did in March 2025), or Fidelity Investments announcing a plan to launch its own stablecoin-deepening the $5 trillion asset manager’s push into digital assets—there are multiple potential tailwinds shaping the next chapter of the asset class’s evolution.
A 1Q2025 Connections investor survey of over 700 global LPs found that over half (55%) are either already invested in the asset class, or are looking to add exposure to the space. Digital Assets, Real Impact:
The Institutional Shift in Value Creation explores what’s driving this appetite, providing an overview of the current landscape, exploring key trends shaping the market, and offering insights into the challenges and opportunities
