2026-01-21 15:24:21

A partner at a well-known blockchain fund recently revealed in an interview that he is not very enthusiastic about most of the current crypto assets. His investment portfolio is dominated by Bitcoin, with other cryptocurrencies only holding small positions.

Interestingly, he divided his funds into two main camps—traditional finance and the crypto world, each occupying half. On the stock side, his allocations are also quite restrained, mainly focusing on two companies: the tech giant Google and Tencent. This 50/50 balanced allocation reflects his optimistic outlook on Bitcoin's long-term value, while also avoiding a complete bet on a single asset.

This strategy, to some extent, illustrates a current market phenomenon: more and more institutional investors are becoming more cautious when mining among numerous altcoins, instead concentrating their chips on Bitcoin, a relatively certain choice.

BTC-0.08%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

LiquidationKing

· 4h ago

Basically, it's all in on Bitcoin; other cryptocurrencies are just supporting roles. This guy sees through it quite clearly.

View OriginalReply0

ValidatorViking

· 4h ago

bitcoin maximalism with extra steps... honestly, the 50/50 split just screams "i don't trust the altseason narrative anymore" and i get it. battle-tested consensus > experimental tokenomics every single time. when institutions start consolidating around btc, that's when you know the validator set finally figured out which chain actually has consensus finality worth defending.

Reply0

PhantomMiner

· 4h ago

It's really not, anyone still dealing with knockoffs should reflect on themselves. Bitcoin is the last fortress; everything else is just stories. I think the 50/50 allocation is still too conservative. To put it plainly, everyone has finally realized that besides BTC, everything else is just air.

View OriginalReply0

RunWithRugs

· 4h ago

Ha, I knew it. This is the correct way to open it. True veterans do it this way. Bitcoin's iron gate, everything else is gambling.

View OriginalReply0

FreeMinter

· 4h ago

Bitcoin is still king, this guy has it figured out. Other cryptocurrencies are indeed too impulsive. --- A 50/50 allocation looks stable, but I still think I underestimated btc's position. --- Altcoins have too many pitfalls, sticking to Bitcoin is more reliable. --- Google and Tencent working with btc, this idea is indeed interesting. --- Institutions are buying the dip in Bitcoin, retail investors are still chasing air coins, get it? --- To put it simply, Bitcoin is a hard asset, everything else is just stories. --- This guy's portfolio is very honest, although I still want to gamble on altcoins. --- A 50/50 balance? I think Bitcoin should have a higher proportion. --- Finally someone said it, most coins are just money-making machines for the chives.

View OriginalReply0