I think BlackRock and Fidelity and the likes finally come to understanding that there is no future without bitcoin, so if they want to mean something in the future they will need to adopt Bitcoin, they don't know how (yet) so ETFs is a "relatively safe" bet for them. But I would not be surprised if they follow Saylor's footsteps and invest heavily in their own BTC. The banks are close second. What stops any Bank today to buy a lot of BTC and start L2 own nodes lightning service and even offer cards next to visa ones, that business model works 24/7 and they get their cut on Sunday's as well.... I think its fear (and know how) and uncertain political climate, if the new government will be BTC friendly they will succeed .... That's the way I see it. The future is bright.