Kevin O’Leary has forecasted that upcoming U.S. regulations will primarily benefit Bitcoin (BTC) and Ethereum (ETH), potentially sidelining most altcoins. O’Leary suggests that regulatory reforms, including the Genius Act and the Clarity Act, are driving market consolidation around these two leading cryptocurrencies. He anticipates that institutions will allocate 3-5% of their portfolios to BTC and ETH, which could capture 90% of market performance, as stablecoins and digital assets become standardized under new laws.