ChainCatcher news, CF Benchmarks indicates that investment advisors may replace hedge funds next year as the largest holders of U.S. listed spot Bitcoin (BTC) exchange-traded funds (ETFs). The company predicts that by 2025, investment advisors' share in the BTC and ETH ETF market will exceed 50%.CF Benchmarks stated in its annual report: "We expect that the allocation of investment advisors to these two assets will exceed 50%, as the $88 trillion U.S. wealth management industry begins to embrace these tools, with net inflows surpassing the record $40 billion set in 2024."

ChainCatcher news, BlackRock's investment research has pointed out in a new report titled "The Role of Bitcoin in Portfolios" that this cryptocurrency, long avoided by mainstream investors, should now account for 1% to 2% of a traditional "60/40" portfolio.The report also noted that Bitcoin has historically had a low correlation with traditional markets. Samara Cohen, Chief Investment Officer of ETFs and Index Products, stated, "In a 60/40 portfolio, a 1-2% allocation would create a risk profile similar to that of the Magnificent 7 stocks. However, Bitcoin's excessive volatility has led to a 70% drop within a year, making it unwise to increase its weight. A 1% weight would bring a 2% risk, while a 2% allocation would increase the risk weight to 5%. The report indicated that if the weight were to double to 4%, the overall risk would multiply to 14%."

ChainCatcher news, according to Jinshi reports, the Hong Kong Private Wealth Management Association (PWMA) released a survey on Friday showing that most private wealth management companies are taking a wait-and-see approach to virtual assets. However, in recent years, the trading volume of cryptocurrencies in Hong Kong has surged, and with the regulatory framework gradually improving, about one-third of wealth management institutions expect their allocation to virtual assets to be 6-10% within five years.

ChainCatcher news, Bitwise's Chief Investment Officer Matt Hougan recommended a configuration strategy for cryptocurrency portfolios in his weekly memo. Hougan suggested an initial portfolio allocation of 60% Bitcoin ETP, 30% Ethereum ETP, and 10% cryptocurrency stock ETP.This configuration strategy captures the biggest opportunities in the cryptocurrency market, providing exposure to Bitcoin, Ethereum, and major cryptocurrency companies, reflecting their market capitalization and diverse applications within the cryptocurrency ecosystem.

ChainCatcher news, according to the latest report from CoinShares, the traditional 60/40 portfolio (60% stocks and 40% bonds) is no longer suitable for the current market environment.Research shows that incorporating Bitcoin into a portfolio can significantly enhance risk-adjusted returns. Allocating 4% of Bitcoin to a 60/40 portfolio increases the Sharpe ratio (a measure of investment return relative to its risk) from 0.48 to 1.05, while also reducing the portfolio's correlation.Additionally, Bitcoin has shown significant diversification and return enhancement effects in classic portfolios such as the All Weather Portfolio and the Yale Endowment.Analysis suggests that the optimal Bitcoin allocation ratio is between 4-10%, which can significantly improve portfolio performance while maintaining reasonable risk.

ChainCatcher news, according to official sources, the Stargate community has voted to approve the "LayerZero Token Allocation Plan Revision" proposal, which aims to increase the allocation ratio for veSTG holders from the original 20% to 25%. The allocation ratios for cross-chain bridge usage and partnership agreements have been reduced to 40% and 15%, respectively.

According to ChainCatcher news, the Stargate Foundation has initiated a vote on the LayerZero token distribution proposal amendment, which aims to increase the allocation ratio for veSTG holders from the original 20% to 25%. The allocation ratios for cross-chain bridge usage and partnership agreements will be reduced to 40% and 15%, respectively.

ChainCatcher message, Renzo stated on social media that after listening to community feedback, he decided to update the token distribution ratio. The airdrop allocation ratio has been increased to 12% of the total token supply, with the total supply for Q1 increasing from 5% to 7% (the additional 2% will be covered by liquidity and the foundation), while the allocation for Q2 remains at 5% of the total supply.In addition, the minimum qualification for each wallet airdrop is 360 ezPoints. Most airdrop addresses will be fully unlocked after the TGE, and wallets with over 500,000 ezPoints will unlock 50% at the TGE, with the remaining portion vesting linearly over 3 months.

ChainCatcher news, Ark Invest stated in the "Big Ideas 2024" report that based on the volatility and returns of traditional asset classes, research indicates that to seek maximum risk-adjusted returns, the optimal allocation of Bitcoin in the 2023 portfolio is 19.4%, compared to just 0.5% in 2015, and an average optimal allocation of 4.8% from 2016 to 2022. Furthermore, the report claims that among the global $250 trillion of investable assets, allocating 1% to Bitcoin could lead to a price potential of $120,000, 4.8% allocation could reach $550,000, and 19.4% allocation could result in a price potential of $2.3 million.Regarding smart contracts, the report states that smart contracts can facilitate the creation, ownership, and management of on-chain assets at a fraction of the cost of traditional finance. If financial assets migrate to blockchain infrastructure at a pace similar to internet adoption, and the rates associated with decentralized financial services are one-third of traditional financial services, then smart contracts could generate over $450 billion in annual fees, creating over $5 trillion in market value, growing at compound annual growth rates of 78% and 32% by 2030, respectively.