Kevin O'Leary cited internal analysis showing that the top two cryptos have captured most historical returns. Crypto has been gaining compliance as a form of cross-border payments with the recent passage of the GENIUS Act and similar frameworks.
He pointed out that the US CLARITY Act will funnel institutional capital into these two largest tokens. He sold all the cryptos except the Big Two.
CLARITY Act will mark the next phase of crypto adoption, but only for the two biggest tokens that meet compliance and liquidity thresholds.
O'Leary stated that compliance rules leave little incentive for institutions to hold smaller tokens once allocations begin.
