Odaily Planet Daily reports that Bitwise Chief Investment Officer Matt Hougan stated that institutional investors should reconsider the allocation ratio of Bitcoin in the traditional 60/40 investment portfolio. He pointed out that the previous practice of treating Bitcoin as a fringe asset is no longer applicable and suggested increasing the allocation from 1% to 5%.

Matt Hougan emphasized that with the launch of Bitcoin ETFs and the rise of institutional interest, Bitcoin is gradually becoming part of mainstream asset allocation. Bitwise's research shows that under a quarterly rebalancing strategy, portfolios allocated with Bitcoin have achieved positive returns in 74% of one-year periods, 93% of two-year periods, and 100% of three-year periods since 2014. He believes these data indicate Bitcoin's potential for positive risk-adjusted returns in traditional portfolios. (The Block)

Odaily Planet Daily reports that Bitwise Chief Investment Officer Matt Hougan stated that institutional investors should reconsider the allocation ratio of Bitcoin in the traditional 60/40 investment portfolio. He pointed out that the past practice of treating Bitcoin as a marginal asset is no longer applicable and suggested increasing the allocation from 1% to 5%.

Matt Hougan emphasized that with the launch of Bitcoin ETFs and rising institutional interest, Bitcoin is gradually becoming part of mainstream asset allocation. Bitwise's research shows that under a quarterly rebalancing strategy, portfolios allocating to Bitcoin have achieved positive returns in 74% of one-year periods, 93% of two-year periods, and 100% of three-year periods since 2014. He believes these data indicate Bitcoin's potential for positive risk-adjusted returns within traditional portfolios. (The Block)

Bitwise CIO: The Role of Bitcoin in Traditional Investment Portfolios Should Be Reassessed