Viewpoint: American conservative funds have begun to allocate Bitcoin, and such institutional shifts may drive up to $1 trillion in inflows.

On July 15, The Kobeissi Letter reported that when an asset provides a 90% return within a year, it can be deemed an "outlier." However, when an asset provides a 90% compound annual growth rate over 13 years (Bitcoin), it can no longer be overlooked. Additionally, influenced by the U.S. government's sudden adoption of Crypto Assets, some conservative funds in the U.S. have begun to buy in, and the "conservative" funds they interviewed have allocated "1% of AUM" to Bitcoin. Currently, the estimated Assets Under Management of U.S. institutions is around $31 trillion. If only 1% of U.S. institutional capital flows into Bitcoin, this could drive the asset back to about $300 billion or more. Considering global institutional AUM, we might see over $1 trillion flowing into Bitcoin.

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