sorry to be sharing from the #bluebird/X/Y/Z? app, but if this is a legitimate document from #blackrock then we’re in for a good time in the not so distant future
“…the optimal [#bitcoin] allocation is a large 84.9%!”
- they threw an exclamation mark in there, for crying out loud
link to original tweet:
https://twitter.com/theemikehobart/status/1683803764363337728?s=46&t=6E17nniAHNTa-KQHO1ilDg 
84% of there holdings will be bitcoin? What else are they holding.
to be clear, this (if it’s legitimate) looks like a report produced by a few individual analysts, and in no way representative of their institutional mandates/objectives
but it does at least indicate that their risk-adjusted models point to substantially more than a meager 1 or 2% allocation
every one of their clients will have difference tolerances to #bitcoin…but the writing’s on the wall at this point; the typical 60/40 portfolio is dead 💀
