Các tập đoàn quản lý tài sản toàn cầu đang tăng cường phân bổ Bitcoin, tỷ lệ phân bổ dao động từ 2% đến 4%

【区块律动】Brazil’s largest asset management company, Itaú Asset Management, recently offered an interesting suggestion: allocate 3% of the investment portfolio to Bitcoin to hedge against forex volatility and market risks. Their logic is straightforward — Bitcoin has low correlation with traditional local assets, making it a natural tool for diversification and risk management. More importantly, Itaú emphasizes that there’s no need to worry about the timing of purchase; a disciplined long-term investment approach is sufficient.

This suggestion is not an isolated voice. As early as December this year, U.S. banks have already permitted wealth advisors to recommend up to 4% Bitcoin allocation to clients. Meanwhile, investment giant BlackRock’s recommendation is 2%. From 3% to 4% to 2%, the proportions differ, but the underlying logic remains consistent — institutional investors are gradually incorporating Bitcoin into standard multi-asset allocation frameworks.