Viewpoint: Conservative funds in the United States have begun to allocate Bitcoin, and such institutional shifts may drive inflows of up to $1 trillion

By: odaily.com|2025/07/15 11:06:38

Odaily News According to The Kobeissi Letter, when an asset provides a 90% return in one year, it can be judged as an “outlier.” However, when an asset provides a 90% compound annual growth rate over 13 years (Bitcoin), it can no longer be ignored.
In addition, influenced by factors such as the U.S. governments sudden adoption of cryptocurrencies, some U.S. conservative funds have begun buying, and the conservative funds it interviewed have also allocated 1% of AUM to Bitcoin.
Currently, US institutional AUM is estimated at around $31 trillion. If just 1% of US institutional capital flows into Bitcoin, this could drive inflows into the asset by around $300 billion more. Taking into account global institutional AUM, we could see more than $1 trillion flowing into Bitcoin.

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