Institutional Shifts May Redefine 2025’s Altcoin Landscape

VELO Price action has shown early signs of a potential significant upward movement, with analysts noting favorable technical indicators and growing institutional interest in the cryptocurrency market. Over the past week, the price of Cardano (ADA) experienced a 10% decline, stabilizing near the $0.82 level on Saturday following the filing of registration statements for new ADA and Polkadot (DOT) ETFs by Grayscale with the U.S. Securities and Exchange Commission (SEC) [1]. These proposed ETFs, which will trade on NYSE Arca and Nasdaq under tickers GADA and DOT, are designed as passive funds holding the underlying tokens in custody with Coinbase. The filings are seen as a continuation of earlier 19b-4 applications submitted in February 2025, rather than new initiatives, which may explain the muted market reaction [1].

Technical indicators suggest that the $0.82 support level is holding, with Bollinger Bands narrowing around the current trading range. This pattern is often a precursor to a rebound phase following major price declines. The 20-day moving average is positioned near $0.87, aligning with the mid-Bollinger band and acting as the first resistance target. If ADA can reclaim this level, it may push toward $0.90 in the short term [1]. Meanwhile, bearish momentum is fading, as indicated by the MACD indicators, which show the signal line at 0.0102 remaining above the MACD line at 0.0130. However, a break below $0.80 could test the lower Bollinger band near $0.78, potentially invalidating near-term rebound prospects [1].

The broader cryptocurrency market is also shifting in response to political and institutional forces. FBS, a global brokerage firm, has highlighted that the 2025 altseason is being shaped by a concentration of liquidity in tokens with strong fundamentals and political leverage. Unlike the retail-driven volatility of previous cycles, the current market is more selective and dominated by institutional flows [2]. By mid-2025, the top 10 altcoins have already captured over 70% of the total altcoin market cap, a significant increase compared to less than 50% in 2021 [2].

U.S. policy, particularly under the Trump administration, has played a pivotal role in this shift. The executive order allowing 401(k) retirement plans to include digital assets, along with supportive legislation and pro-crypto regulators, has facilitated faster institutional adoption [2]. Analysts at FBS note that the winners in this new cycle are likely to be projects with direct access to this institutional liquidity rather than speculative microcaps [2].

Institutional interest is also driving demand for multi-chain storage solutions, such as Best Wallet (BEST), which has raised over $15 million in its presale [1]. The project is gaining traction among investors due to its low transaction fees, attractive staking yields, and compatibility with multiple blockchain ecosystems, including Cardano.

As the market continues to evolve, the focus is shifting toward politically aligned and institutionally viable tokens, with Solana (SOL), Ondo (ONDO), Sui (SUI), and WLFI emerging as key players [2]. This trend suggests that the next major bull run in crypto will be driven by a curated selection of projects with strong fundamentals and strategic institutional backing rather than widespread retail speculation.

Source:

[1] Cardano Price Analysis: Will Grayscale's Latest ETF Filing ... (https://finance.yahoo.com/news/cardano-price-analysis-grayscale-latest-211840654.html)

[2] FBS Analysis Highlights How Political Shifts Are Redefining ... (https://finance.yahoo.com/news/fbs-analysis-highlights-political-shifts-150050632.html)