Bitcoin (BTC), Stablecoins Complementary in Portfolios, DWF Labs’ Grachev Says

Amid record-breaking Bitcoin (BTC) growth, the stablecoin segment is also hitting one all-time high after another. Surging institutional interest might be contributing to both processes, a cryptocurrency market veteran says. Here’s why BTC and stablecoins might be growing hand-in-hand.

Stablecoins or BTC? Both are complementary: Opinion

Bitcoin (BTC), the biggest cryptocurrency, registered a new historic price high. Yesterday, on July 11, 2025, Bitcoin’s (BTC) price jumped above $118,856 on major cryptocurrency spot exchanges amid growing trading volume. In less than a year, Bitcoin’s (BTC) price doubled despite all market controversies and political tensions.

One day earlier, on July 10, 2025, U.S. Bitcoin spot ETFs witnessed a record-breaking inflow. In just 24 hours, investors injected over $1.1 billion in liquidity, pushing the total segment AUM over $150 billion. The biggest daily inflow was registered Nov. 7, 2025, post-U.S. elections, and logged a $1.36 billion injection.

Institutional demand might be driving the ongoing Bitcoin (BTC) price upsurge. Moreover, institutions allocating stablecoins might be driving crypto market metrics as well, Andrei Grachev, Managing Partner in DWF Labs, shared in an exclusive comment:

Stablecoins and Bitcoin are complementary layers in the digital asset stack. On the one hand, stablecoins help individuals enter on‑chain finance with minimal price volatility. For example, USDC’s growth and widespread use in payments and treasury tools. On the other hand, institutions are allocating more directly to Bitcoin.

Grachev also highlighted that there’s no need to choose a single class of assets as the focus for institutions and retail since “both are complementary”: As of mid‑2025, Bitcoin makes up nearly one‑third of crypto investment portfolios (~31%) and institutional exposure to Bitcoin has grown 18% in H1 alone.

The orange coin and major stablecoins can thrive together because stable assets offer comfort and Bitcoin offers sovereignty, DWF Labs’ Managing partner concluded.

$161,000,000,000: USDT market cap routinely hits new high

While Bitcoin (BTC) and its splendid run to sub-$120K zones is in the spotlight, top stable currencies are setting their records quietly.

U.S. Dollar Tether (USDT), the largest stablecoin, recently increased its supply over $161 billion, which is a record-breaking volume for the entire stablecoin sphere.

USDC by Circle, key Tether’s rival, also set a new record. Its capitalization exceeded $63 billion with a 200% increase in recent months.

World Liberty Financial USD (USD1), the biggest new stablecoin, jumped into the top 50 cryptos by market cap with a $2.2 billion valuation.

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