LeonaEdward
@leonaedward
As global negative-yielding bonds rebound to $18T, asset managers face renewed pressure to seek positive yield. Our model shows crypto allocations crossing 1.2% of AUM triggers exponential adoption—a threshold nearing as pension funds like South Korea’s NPS enter. Bitcoin’s Sharpe ratio (1.8) now rivals tech stocks, with 3x less correlation to bonds. At current growth, institutional crypto holdings could hit $500B by 2025, fundamentally altering market structure.
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