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2026-05-06 10:08:03 UTC

Susie on Nostr: Bitcoin has come a long way in 17 years. It’s now a distinct asset class and ...

Bitcoin has come a long way in 17 years. It’s now a distinct asset class and institutions are figuring out exactly where it fits in portfolios.

With the classic 60/40 portfolio struggling and the S&P 500 propped up by a handful of tech stocks, Bitcoin is becoming the go to diversifier.

BlackRock now frames Bitcoin as long term financial infrastructure rather than speculation. Their Aladdin system, the risk engine managing ~$25 trillion, acts as the gatekeeper for global capital.

Adding 3% Bitcoin has historically boosted 60/40 returns from 9.4% to 14.6% (Fidelity data). In addition, ~35% of the S&P 500 sits in a few names.

Bitcoin offers diversification tied to geopolitics and currency debasement, not corporate earnings.

This is a game changer for long term planning and for Bitcoin.

Discussing the BlackRock shift and Bitcoin as a long term asset with Hank Hudsen on .