Recently, an interesting piece of information has been circulating in the market—top-tier institutions managing hundreds of billions of dollars in assets are quietly adjusting their positions. It is said that some conservative asset managers have included Bitcoin as a core long-term holding, with allocation ratios even surpassing those of gold.

What does this reflect? The pressure of US dollar depreciation is indeed increasing. From a macro perspective, traditional financial institutions face a real dilemma: cash assets are slowly evaporating in the face of inflation, and simply holding US dollars has become a hidden risk. In contrast, Bitcoin, as a scarce asset, is beginning to be reevaluated for its liquidity and store of value properties.

The competition between digital gold and physical gold is also worth noting. The stability of gold is undisputed, but the adjustment in institutional allocation ratios reveals another layer of logic—they are betting on a paradigm shift in asset protection over the next decade. Although Bitcoin is more volatile, its global liquidity and borderless nature make it a new hedging tool in an era of increasing geopolitical risks.

A chain reaction may just be beginning. Once leading institutions confirm this allocation direction, mainstream digital assets like Ethereum will also benefit. This is no longer just simple speculation; it is institutional-level asset-liability management optimization. From this perspective, the long-term value support for BTC and ETH is strengthening.

What do you think? If you have long-term idle funds, is it worth allocating some digital assets to hedge against traditional asset risks?