【Crypto World】The investment director of a well-known digital asset management firm recently shared an interesting perspective: under the dual influence of sustained loose fiscal policies and large-scale institutional capital inflows, Bitcoin is gradually shedding its label as a “risk asset.”
His reasoning is as follows— in traditional financial markets, stocks and Bitcoin have shown a high correlation over the long term, but as more large institutions begin to allocate to BTC, this correlation is expected to break down. Even more interestingly, Bitcoin may evolve into an independent investment portfolio allocation tool, similar to precious metals or other hedging assets.
In other words, Bitcoin is no longer just a “risk investment,” but is gradually gaining the status of an alternative asset—this represents a significant shift for holders.
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ForeverBuyingDips
· 3h ago
Hi there, decoupling? Why do I feel like it's the same old story—can institutional entry really change the game?
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Honestly, this narrative update is happening pretty fast. Last year, it was about safe-haven assets, and now they're spinning stories about hedging tools.
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Institutional allocation ≠ true decoupling. Don't overthink it; when volatility hits, prices will still fall.
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Sounds good, but precious metals haven't avoided declines either. This logic is a bit tangled.
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I just want to know if we still need to decouple during a bear market. When the time comes, everyone will just sell off together.
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If that's the case, my altcoins can also be called alternative assets, right? Haha.
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Wait, are institutions really entering en masse, or are they just telling stories again? Where's the data, everyone?
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Anyway, I'm still dollar-cost averaging. Whether there's decoupling or not, I couldn't care less.
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It feels like every time the price rises, they come up with a new "fundamental shift." So interesting.
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Exactly, next they'll probably package BTC as a pension fund. What's the next step?
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LuckyHashValue
· 3h ago
Are institutional buy-ins really this aggressive? They're starting to treat BTC as a store of value. But how many years have people been hyping the decoupling from stocks? Can it really happen this time?
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DegenGambler
· 3h ago
Hah, institutions entering the market then decoupling? I don't think so, let's wait until a real bear market comes.
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Another set of rhetoric, I've been hearing it for three years...
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Yeah, precious metals are also falling, what kind of hedge can they provide?
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Is this what they call "alternative assets"? Will they fall together or rise together, we're just watching the show.
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Institutions having a lot of funds, commodities are also correlated with stocks, overthinking it.
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Wait, but it still depends on the Federal Reserve's stance, this logic doesn't hold up.
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Decoupling? Sounds nice, but it's just a new excuse for institutions to find a scapegoat.
Is Bitcoin about to decouple from stocks? Institutional funds boost the reconstruction of alternative asset status
【Crypto World】The investment director of a well-known digital asset management firm recently shared an interesting perspective: under the dual influence of sustained loose fiscal policies and large-scale institutional capital inflows, Bitcoin is gradually shedding its label as a “risk asset.”
His reasoning is as follows— in traditional financial markets, stocks and Bitcoin have shown a high correlation over the long term, but as more large institutions begin to allocate to BTC, this correlation is expected to break down. Even more interestingly, Bitcoin may evolve into an independent investment portfolio allocation tool, similar to precious metals or other hedging assets.
In other words, Bitcoin is no longer just a “risk investment,” but is gradually gaining the status of an alternative asset—this represents a significant shift for holders.