#比特币资产配置 Recently, the enthusiasm of institutions clustering into Bitcoin has been coming one wave after another. Brazil's largest asset management company recommends a 3% allocation, US banks suggest 4%, and BlackRock is allocating 2%—it seems everyone is quietly making room for Bitcoin. Even more outrageous, publicly listed companies are jumping in directly, with Strategy investing $960 million to buy over 10,000 BTC, and Twenty One Capital revealing over 40,000 BTC on its first day of listing. This pace is a bit crazy.

The key is that the allocation has shifted from "whether to allocate" to "how to allocate," with ETH, FIL, and others also beginning to appear on corporate balance sheets. It feels like this wave isn't just driven by some institution’s passionate impulse, but rather a consensus forming across the entire institutional circle. Michael Saylor has also started signaling increased holdings, so there’s definitely more to come.

Honestly, from a beginner’s perspective, this concentrated action by institutions is basically sending a signal to retail investors—that Bitcoin is gradually transforming from a "speculative asset" into an "asset class." While short-term volatility still exists, the long-term allocation logic seems to be truly taking shape.