According to BlockBeats,Justin Sun stated in an interview that over the past 1 years, no BTC was reduced, and approximately 80%to 90%of the ETH tactical position was reallocated to U.S. equities. The relevant content is a summary of the interview, not a complete balance sheet.
The BlackRock Investment Institute raised its allocation rating on U.S. Treasuries and favored short-term Treasuries, saying that higher yields and potentially excessive pricing-in of Fed tightening expectations had increased the appeal of potential returns. It also downgraded U.S. equities to neutral.
PANews published an article comparing different investors’ views on cash allocation and discussing the applicability of the barbell strategy based on age and financial situation.
The BlackRock Investment Institute upgraded short-term U.S. Treasuries to overweight and long-term U.S. Treasuries to neutral, while downgrading U.S. equities and U.S. agency MBS to neutral. The institute said the move was intended to manage near-term volatility risks arising from AI buildout.
PANews reports that USDe in 2025 years after the “1011 crash”1 its scale was nearly below its peak.Ethena It reduced its hedging positions, shifted toward credit and other assets, and expanded into institutional and payment use cases.
The PANews channel shares an article introducing HashKey the Wealth Management Channel, whose focus is shifting from buying individual coins to digital asset allocation.
A Bank of America strategy chief said that U.S. Treasury yields have exceeded 5%, and that the annualized return of the S&P 500 Index over the next years may fall below this level. She believes that demographics and the potential deflationary effects of artificial intelligence may limit the rise in long-term rates.
CoinShares said its survey of 2,230 wealthy investors across seven countries showed that digital asset ownership rates ranged from 54%to 70%; most current holders plan to increase their exposure in 2026.