Thunder! American conservative funds are entering Bitcoin, with $1 trillion in ammunition on the way. Is the cryptocurrency world about to change? Today, the crypto market was rocked by a bombshell news! The Kobeissi Letter revealed: American conservative funds have started allocating Bitcoin, with some institutions even pouring 1% of their assets under management (AUM) into BTC. It's important to note that the total assets of U.S. institutions reach up to $31 trillion, meaning that just 1% translates to $310 billion in ammunition, globally aiming for an inflow of $1 trillion!
This is not a speculative frenzy of retail investors, but rather a vote of confidence with real capital from 'risk-averse' investors: the 'time rose' of Bitcoin's 90% compound growth rate over 13 years, combined with the capital risk-hedging demand under the wave of tax hikes in the U.S., has finally made conservatives let go of their prejudice. On-chain data sync verification: the weekly outflow of BTC from exchanges like Coinbase increased by 42%, and the holdings in Grayscale's cold wallets surged by 27% quarter-on-quarter. The actions of large funds 'withdrawing coins to build positions' cannot deceive people!
Compared to the Grayscale bull market in 2020, this time the scale is even more terrifying: the allocation logic of conservative funds is 'long-term strategic holdings,' rather than short-term arbitrage. This means that Bitcoin will evolve from a 'retail speculation target' to an 'institutional-level allocated asset.' Liquidity premium, compliance processes, and valuation model reconstruction—each link is igniting the fuse for a new bull market.
My view: In the short term, explosive capital injection is just around the corner, and it is only a matter of time before Bitcoin breaks through its previous highs; in the medium term, compliance custody and ETF expansion will become the new normal; in the long term, Bitcoin's dual attributes as 'digital gold + risk asset' will completely rewrite the ecology of the cryptocurrency market.
In this institution-led bull market, are you getting on board or just watching? Follow me for daily updates on institutional movements and market predictions on-chain, and share in the comments how high you think Bitcoin can go. After all, those who missed Grayscale shouldn't miss the inflow wave of conservative funds again!
