Bitcoin Suisse: AI Investment Concentration and Rising Government Debt Enhance BTC Portfolio Allocation Value
Source：
www.coindesk.com
Bitcoin Suisse stated that concentrated AI investments, rising government debt, and increasing equity-bond correlation are undermining the diversification benefits of traditional stock-bond portfolios. Its model shows that replacing a portion of bond allocations with BTC could boost the portfolio's maximum annualized return from 6.2% to 8.6%.
