Why 2025 Could Unleash Bitcoin Biggest Bull Run Yet – It’s All About RIAs

A hidden catalyst may fuel Bitcoin next major rally in 2025 — and it’s not pensions or hedge funds.

In a recent episode of The Bitcoin Economy podcast, Bloomberg Intelligence ETF analyst James Seyffart shared a bold thesis: the most significant wave of institutional demand for spot-Bitcoin ETFs in 2025 won’t come from sovereign funds or endowments, but from registered investment advisers (RIAs) — once they gain full discretionary permission to recommend Bitcoin to retail clients.

“The biggest bull case for the ETFs has been the unlocking of RIAs in 2025,” Seyffart emphasized. While many advisers can facilitate ETF purchases upon client request, they are still not allowed to initiate Bitcoin-related investment recommendations.

Seyffart broke the current RIA landscape into a “traffic light” model:

• Red-light firms completely prohibit Bitcoin investments.
• Yellow-light firms allow them only if a client explicitly asks.
• Green-light firms permit advisers to proactively recommend BTC allocations — usually around 1–2% of a portfolio.

Wirehouse broker–dealers, who manage trillions, are mostly in the red or yellow phase, still waiting on lengthy due diligence committees. However, independent RIAs — often more agile — were early adopters, but many rely on model portfolios. Until those models approve Bitcoin ETFs, uptake remains limited.

The pivotal year of 2025 marks the first full calendar cycle since spot-Bitcoin ETFs launched. That’s important because many compliance teams require a full year of daily NAV history before green-lighting recommendations. Seyffart noted that while ETF approval typically takes 2–3 years, the exceptional liquidity and size of Bitcoin ETFs is accelerating the timeline.

The August 15, 2025 Form 13F reporting deadline will show RIA holdings from Q2 — a crucial checkpoint. Seyffart expects it to confirm that many RIAs have started allocating to BTC for clients, marking a shift in institutional behavior.

If compliance committees across the financial world move from “yellow” to “green,” model portfolio architects could start integrating Bitcoin’s uncorrelated return profile into mainstream strategies. That would give advisers legal standing to recommend BTC, potentially unleashing unprecedented inflows.

While risk concerns like volatility, custody, and tax remain active, Seyffart believes ETFs solve the usability problem — providing a familiar and compliant investment wrapper.

His conclusion: when RIAs finally get the green light to recommend Bitcoin — not just transact it — we may witness the largest inflow wave to date. Whether that happens in the next 12 months, he argues, is the key to unlocking Bitcoin’s biggest bull run.

At press time, Bitcoin traded at $108,250.

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