US conservative funds have begun to allocate to Bitcoin, and this shift by such institutions may drive up to $1 trillion in inflows.
The Kobeissi Letter states that when an asset provides a 90% return within a year, it can be deemed an 'outlier.' However, when an asset provides a 90% compound annual growth rate (Bitcoin) over 13 years, it can no longer be ignored. Moreover, influenced by factors such as the US government's sudden adoption of cryptocurrencies, some US conservative funds have begun to buy in, and the 'conservative' funds they interviewed have allocated '1% of AUM' to Bitcoin. Currently, the estimated asset management scale of US institutions is around $31 trillion. If only 1% of US institutional capital flows into Bitcoin, this could drive the asset to see inflows of over $300 billion. Considering the global institutional AUM, we may see over $1 trillion flowing into Bitcoin.
