Kevin O’Leary offered a candid and strategic take on bitcoin ( BTC) during his latest Coindesk interview, presenting it as the cornerstone of any serious crypto portfolio. He emphasized that bitcoin has recently decoupled from traditional equity indexes, a development he finds significant, suggesting the asset is maturing into a distinct investment category.

While gold has long held institutional favor, O’Leary noted that bitcoin is beginning to claim its place alongside it as a hedge and store of value. He disclosed his own portfolio allocations—currently holding 1.5% in bitcoin, with a broader 19% exposure to the crypto sector, including infrastructure plays like Coinbase and Robinhood.

He believes these platforms will benefit massively if regulatory frameworks like the Genius Act and Stablecoin Act are passed, streamlining digital payments and reducing costs dramatically. For institutional investors tiptoeing into crypto, he said the default entry is bitcoin—not Ethereum or any layer-two token—due to its simplicity and established narrative.

“If you want exposure to crypto volatility, it’s bitcoin,” O’Leary said. “I mean, it’s not ETH— ETH is not the go-to place unless you start to understand the utility of it. And then you start to ask yourself, well, ‘why am I only in ETH? Why am I not in an L2? It’s like, why am I just doing ETH?’”

O’Leary added:

So I think for the billions that are waiting to come into crypto, it’s not gonna be ETH—it’s gonna be bitcoin itself. And you know, frankly, there’s a lot of people that say, I don’t need anything else. If I want exposure to crypto volatility, I’ll just buy bitcoin. And they haven’t been wrong.

Regulation, he argued, is the next critical milestone: once crypto is clearly delineated by U.S. law as compliant and auditable, trillions in institutional capital will follow. O’Leary’s crystal ball prediction? Bitcoin is likely to gravitate closer to $100,000 than $80,000 by mid-May, buoyed by its emerging decoupling from equities and the promise of regulatory clarity.

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