Opportunities arise: U.S. conservative funds begin to allocate Bitcoin, potentially driving $1 trillion in inflows.
When an asset provides a 90% return in a year, it can be classified as an 'outlier.' However, when an asset provides a 90% compound annual growth rate over 13 years (Bitcoin), it can no longer be ignored.
Due to factors such as the sudden adoption of cryptocurrencies by the U.S. government, some conservative funds in the U.S. have started to buy in, and the 'conservative' funds they have interviewed have also allocated '1% of AUM' to Bitcoin.
Currently, the estimated asset management scale of U.S. institutions is about $31 trillion. If only 1% of U.S. institutional capital flows into Bitcoin, this could potentially drive the asset back in by over $300 billion. Considering the global institutional AUM, we may see over $1 trillion flowing into Bitcoin.
