2026-01-01 10:27:03

Bloomberg's latest billionaire list reveals an interesting phenomenon: even within the same crypto ecosystem, different asset allocation strategies are widening the wealth gap.

On the coin-holding side, the numbers are not very optimistic. MicroStrategy founder Michael Saylor's assets have shrunk by $2.6 billion, the Winklevoss twins' assets have decreased by 59%, and CZ's net worth has also dropped by 5%. These major players mainly bet on mainstream cryptocurrencies like BTC and ETH, and the volatility at the start of 2025 has clearly delivered a heavy blow to them.

However, players in the infrastructure sector are laughing. Circle CEO Jeremy Allaire's net worth has surged by 149% this year, making him the biggest winner. His holdings are focused on stablecoins and foundational infrastructure such as payment settlement, which have gained additional premiums amid market revaluation.

This divergence actually reflects a deeper logic: pure coin holders are mainly affected by price fluctuations, while builders gain value through business growth and ecosystem expansion. In the same market environment, different approaches lead to vastly different results.

BTC1,04%

ETH0,71%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

14 Likes

Reward
14
6
Repost
Share

Comment

0/400

GateUser-1a2ed0b9

· 9h ago

Alright, to put it simply, the guys holding HODL coins got hammered this time, while those in infrastructure are enjoying the good life. The gap is a bit outrageous.

View OriginalReply0

GasFeeSurvivor

· 9h ago

Haha, it's the same old argument again. Holding coins or building is always the same old story. The key question is, how did Allaire get that 149%? Are stablecoins really that attractive?

View OriginalReply0

TokenVelocity

· 9h ago

Making huge profits on infrastructure, while holders get beaten up? This logic is really true; infrastructure is the long-term vitality.

View OriginalReply0

GasFeeCrier

· 9h ago

Haha, Saylor has been proven wrong again. This time, a 2.6 billion decrease and still holding on tightly? --- Stablecoin infrastructure is the real king. I've said it before, Allaire's 149% increase is a signal. --- Winklevoss twins 59%. Laughing to death. Thought holding coins would let them win passively. --- Basically, construction > pure holding of coins. This logic should have been clear long ago. --- CZ only dropped 5%, which is quite good. Anyway, he has ecosystem support. --- Infrastructure is long-term. Price fluctuations are just noise. --- This data hits the mark. Major holders are bleeding, while infrastructure builders are eating the gains. --- Jeremy is playing this smart. Stablecoins, payments—real essential needs.

View OriginalReply0

SleepyValidator