Pro investors raise exposure to HYPE, SUI and UNI over first-generation altcoins

According to a CoinShares survey released today, the average portfolio allocation to digital assets edged up to 1.3% from 1.2% in July. Investors reduced allocations to traditional assets such as stocks and bonds and reallocated funds from cash into alternative assets including commodities and digital assets. Portfolio diversification ranked as the top investment motive at 40%, while speculation fell below 9%, dropping to fifth place. By asset, Bitcoin and Ethereum maintained their status as core holdings, accounting for 47% of all position responses. In the altcoin segment, allocations to first-generation coins such as Cardano declined, while preference shifted toward emerging infrastructure tokens including Hyperliquid, Sui, Uniswap and Near. The biggest barriers to entry for investors were regulatory uncertainty and internal institutional rules. Meanwhile, the U.S. Federal Reserve's hawkish rate policy and delays in U.S. Congress's handling of the Clarity Act were cited as key drags on investor sentiment.