Odaily星球日报讯 Bitwise 首席投资官 Matt Hougan 在 X 平台发文称，当比特币达到 100 万美元时，投资者会回顾并后悔自己错过了明显的看涨迹象，比如： 1、美国前总统在比特币大会上发表主题演讲； 2、贝莱德建议将投资组合中的 2%分配给比特币； 3、比特币 ETF 是有史以来最成功的 ETF 之一； 4、像 Ray Dalio 这样的投资者说你应该持有比特币。 事后看来，令人难以置信的投资总是显而易见的，比特币现在正急切地吸引人们的关注。

Odaily星球日报讯 Bitwise 首席投资官 Matt Hougan 在 X 平台发文称，当比特币达到 100 万美元时，投资者会回顾并后悔自己错过了明显的看涨迹象，比如：1、美国前总统在比特币大会上发表主题演讲；2、贝莱德建议将投资组合中的 2%分配给比特币；3、比特币 ETF 是有史以来最成功的 ETF 之一；4、像 Ray Dalio 这样的投资者说你应该持有比特币。事后看来，令人难以置信的投资总是显而易见的，比特币现在正急切地吸引人们的关注。

Bitwise CIO：当比特币达到100万美元时，错失投资的人会后悔错过看涨迹象

Odaily reports that Bitwise Chief Investment Officer Matt Hougan posted on X platform, stating that when Bitcoin reaches $1 million, investors will look back and regret missing the obvious bullish signs, such as: 1) The former US president delivering a keynote speech at a Bitcoin conference; 2) BlackRock suggesting a 2% allocation to Bitcoin in investment portfolios; 3) Bitcoin ETF being one of the most successful ETFs ever; 4) Investors like Ray Dalio saying you should hold Bitcoin. In hindsight, incredible investments are always obvious, and Bitcoin is now urgently capturing people's attention.

Bitwise CIO: When Bitcoin reaches $1 million, those who missed out will regret missing out on bullish signs

Odaily reported that Thomas Peterffy, the billionaire founder of the retail brokerage firm Interactive Brokers Group Inc., said that investors should hold some Bitcoin, but given the volatility of the asset, they should limit their holdings. In an interview with Bloomberg TV on Wednesday, he said: "I recommend that people put 2% to 3% of their net worth into Bitcoin, for example, we would not allow anyone to put more than 10% of their assets into Bitcoin because I think that's very dangerous." According to the Bloomberg Billionaires Index, Peterffy's net worth is around $53 billion, and he said he is "a little bit scared" due to the price volatility of cryptocurrencies. He added: "Cryptocurrencies have no intrinsic value. Their only value is the same as the paper US dollar, which is 'nothing'."

Interactive Brokers founder recommends investing 2% to 3% of net worth in Bitcoin

PANews on December 13 reported that 10x Research published an article on the X platform titled "Optimal Bitcoin Allocation in a Multi-Asset Portfolio". The article stated that, contrary to popular belief, the price of Bitcoin is driven by demand rather than changes in its (mining) supply. Each of the five Bitcoin bull markets has been driven by innovations in the way investors acquire Bitcoin - from the creation of early spot exchanges, to the use of futures, uncollateralized lending, spot Bitcoin ETFs, and now options on these ETFs. This progress highlights the increasing integration of Bitcoin with traditional financial markets, a trend accelerated by the approval of regulators such as the US CFTC and SEC, which have over time legalized financial products related to Bitcoin.

Bitcoin has played a key role in consolidating its identity as "digital gold" by prioritizing decentralization over increasing transaction throughput. This classification provides a framework for traditional financial investors to understand Bitcoin's role in portfolio management, as a risk mitigation tool, or as digital gold to hedge against inflation. It also provides insights into Bitcoin's potential valuation trajectory. The total value of above-ground gold is around $18 trillion, of which $8 trillion is used in jewelry - an area that Bitcoin is unlikely to replace.

However, Bitcoin may capture a portion of the $4 trillion in private investment (bars and coins), the $3.1 trillion in central bank reserves, and the $2.7 trillion in other uses such as industrial applications and holdings by financial institutions. This $10 trillion gold market segmentation represents Bitcoin's potential target. Considering Bitcoin's current market valuation of $2 trillion, this suggests it has the potential to achieve a 5x growth as it continues to position itself as digital gold. There are significant differences in the ownership of gold and Bitcoin. Around 1 billion people own gold jewelry, and another 150 million hold it as an investment, either directly through bars and coins or indirectly through financial instruments such as ETFs.

10x Research: If the market value of gold in the non-jewelry sector is taken as the target, Bitcoin still has the potential to grow 5 times

According to a tweet by Bloomberg ETF analyst Eric Balchunas, asset management giant BlackRock, the issuer of the Bit coin spot ETF IBIT, has recommended that clients hold a 1-2% Bit position in their diversified investment portfolios.

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- Bit should account for 1-2% of asset allocation when compared to the stocks of the seven major companies
- BlackRock's IBIT has a market capitalization of $53.4 billion
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