Viewpoint: Conservative funds in the United States have begun to allocate Bitcoin, and such institutions' shift may drive up to $1 trillion in inflows

On July 15th, according to The Kobeissi Letter, an asset can be classified as an "outlier" when it provides a 90% return within a year. However, when an asset provides a compound annual growth rate of 90% over 13 years (Bitcoin), it can no longer be ignored. In addition, due to factors such as the sudden adoption of cryptocurrency by the US government, some conservative funds in the US have started buying, and the "conservative" funds they interviewed have also allocated "1% AUM" to Bitcoin. At present, the estimated asset management scale of US institutions is about $31 trillion. If only 1% of US institutional capital flows into Bitcoin, this could drive the asset to flow into about $300 billion or more. Considering the global institution AUM, we may see over $1 trillion flowing into Bitcoin.