The Milk Road Show The Institutional Era: Who’s Really Buying BTC, ETH & SOL Right Now w/ Jason Urban
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Aug 25, 2025 Join Jason Urban, Head of Global Trading at Galaxy Digital and former Goldman Sachs expert, as he discusses the surge of institutional investments in crypto. He reveals why major players are diving into Bitcoin, Ethereum, and Solana. Jason shares insights on digital asset treasuries and the tokenization of assets. Explore how institutional interest is reshaping market dynamics and could lead to Bitcoin’s price soaring to new heights. He emphasizes the transformative potential of cryptocurrencies and the evolving relationship between traditional finance and the digital asset world.
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We're Still Early On Institutional Size
- Most institutions are still early and often only dip toes with ~$50M exposures.
- Meaningful large‑scale allocations remain a runway away as firms gain experience.
Regulation And Macro Are Adoption Catalysts
- Regulatory clarity (or its removal of ambiguity) is a primary enabler for balance‑sheet holdings.
- Macro catalysts like easing or geopolitical stress could prompt larger allocations.
Stronger Hands Mean Lower Volatility
- Institutional custody and charter constraints mute volatility as crypto becomes portfolio asset.
- Bitcoin's realized volatility has already compressed toward commodity levels.