Kevin O'Leary Predicts Bitcoin Could Capture 1%-3% of Institutional Alternative Portfolios

Kevin O'Leary, chairman of O'Leary Ventures, has returned to the crypto market, citing a long-term institutional adoption thesis. He suggests that Bitcoin could eventually represent 1% to 3% of institutional alternative-asset allocations, comparable to current gold holdings. O'Leary emphasizes that this shift will be driven by structural changes, such as the potential adoption of blockchain technology by a major stock exchange, rather than retail speculation. He notes that while capital is flowing into the sector, a lack of consensus on specific blockchain infrastructure and regulatory ambiguity regarding tokenized securities remain significant hurdles. Bitcoin was trading near $80,600, reflecting a daily gain of over 5%. O'Leary also commented on the CLARITY Act, expressing confidence that crypto regulation will remain a legislative priority despite recent setbacks.