According to CoinMeta, Bitwise CIO Matt Hougan indicates that if the current allocation to cryptocurrencies is set at 0%, it is equivalent to taking an active bearish stance on the market outlook. He believes that although the crypto bear market has already dropped by 50%, Wall Street is fully engaged. Key points include: Clarity Act being in a state of limbo, the rapid advancement of tokenization and on-chain assets, institutions' long-term optimism towards cryptocurrencies, BTC having potential for upward movement after a sideways trend, the trade-off between DCA and a 5% allocation, and a 0% position representing an extremely bearish view. Institutions place more emphasis on the assetization trends over the next 10 years, with both regulation and demand jointly driving industry development.