🔥Is the arrival of DOT the true starting point of the 'institutional era'? Bitwise's step may seem small but is crucial
Currently, DOT only accounts for 0.14% in BITW, with a position of about 1.75 million dollars. You might think, 'What kind of benefit is this?'
But the real story is not in the present, but in the tidal wave of automatic buying in the coming years.
⭕️Focus 1: Listing on NYSE Arca = Opening the floodgates for institutional funds
After BITW enters NYSE Arca trading, AUM typically sees an expansion of 2–10 times.
The key point is: for every 100 million dollars that flows in, 140,000 dollars of DOT will be automatically purchased.
Remember:
👉 Index funds do not rely on emotions or calls; they rely on mechanical buying.
👉 As long as investors buy the fund, the fund must buy DOT, with no room for discussion.
This type of buying won't violently push prices up, but it is continuous, predictable, and won't disappear.
⭕️Focus 2: DOT successfully passed Bitwise's three 'institutional thresholds'
To enter the Bitwise index is not about fame, but about:
▫️Liquidity
▫️Safety
▫️Compliance
This means:
👉 DOT has officially been included in the list of 'institutionally investable assets'.
👉 From now on, it is no longer an 'optional asset', but a qualified member of institutional portfolios.
This is a form of latent benefit, but its power will fully manifest in 1 to 3 years.
⭕️Focus 3: DOT is experiencing a kind of 'invisible slow bull' demand
This type of demand:
▫️Does not rely on FOMO
▫️Does not rely on narratives
▫️Does not rely on speculation
It is structural, long-term, and passive.
Every new product launch and every AUM increase will bring a wave of mechanical buying.
The market has not yet realized:
The buying of DOT is shifting from 'retail-driven' to 'institution-driven'.
⭕️Focus 4: The DOT ecosystem needs the next step, a public institutional dashboard
Currently, DOT's institutional holdings are dispersed across:
🔹BITW
🔹Swiss ETP
🔹Canadian funds
🔹Other European products
🔹Emerging DEX / Staking modular tools
If the industry can establish a public dashboard to track:
🔸Each fund's DOT holdings
🔸Daily/weekly capital inflows
🔸Changes in institutional buying
Then DOT's value will be re-priced, as what the market sees will be certain buying, not speculation.
