2025-12-31 06:35:30

Recently, an interesting viewpoint has been circulating in the industry. A well-known business leader was interviewed about the Bitcoin allocation in sovereign funds, and his advice was as straightforward as it gets—simply buy all 21 million coins.

Sound crazy? But his reasoning isn't without merit. First, the world's most influential sovereign funds have already begun large-scale entry. Second, he positions Bitcoin as digital gold—a scarce asset. According to his predictive model, BTC will grow at a compound annual rate of 29% over a 21-year cycle. If this assumption holds, Bitcoin's market cap could be three to four times higher than the second-largest asset in the future.

Based on this logic, his recommendation is to allocate at least 50% of assets to Bitcoin. Of course, such a radical view is subjective. But it indeed reflects institutional investors' recognition of Bitcoin's long-term value—from scarcity and growth potential to its strategic role in asset allocation, Bitcoin is being re-priced.

BTC0,56%

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DustCollector

· 1h ago

Buy all 21 million coins? This guy really dares to think about it. But speaking of which, the 29% annualized return over 21 years... sounds really tempting. Even sovereign funds are starting to scoop up the bottom, while retail investors are still hesitating about whether to buy or not. The gap in perspective is huge. I think the positioning of digital gold is fine, but 50% allocation? It depends on whose wallet it is. As for me, I'm all in on the dream.

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GasOptimizer

· 2h ago

29% annual compound growth rate? Calculate how much gas fee is needed to buy all 21 million tokens, which might be higher than the profit.

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LiquidationSurvivor

· 2h ago

Buy all 21 million coins? Bro, are you dreaming or do you really have that much USD? Institutional entry is a fact, but a 50% allocation to Bitcoin is too aggressive. How is the risk calculated? 29% annual compound growth over 21 years... The data looks good, but where is the market so linear? By the way, this logic feels pretty similar to the rhetoric of those people in 2017. Will sovereign funds really follow the trend so aggressively? Or is this another new way to cut leeks? Let's wait until institutions actually buy with real money before saying anything. Who can just talk without action?

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