ChainCatcher news, according to Jinshi reports, JPMorgan analysts stated in a report that from the perspective of investor positions, Bitcoin, the US dollar, and stocks are the most vulnerable asset classes. Positions in Bitcoin, the US dollar, and stocks appear to be increasing as investors bet that these assets will rise.In other areas, bond and credit positions are close to neutral, while commodity positions excluding gold are decreasing. "Therefore, from a positioning perspective, entering 2025, the most vulnerable asset classes are stocks, the US dollar, and Bitcoin, while the opposite is true for non-gold commodities."

ChainCatcher news, VanEck research director Matthew Sigel stated that Bitcoin's year-to-date performance is once again leading all asset classes. In the report, he conducted an in-depth study of year-over-year fundamentals, miner behavior, volatility, ETP traction, and decentralized networks. The conclusion drawn is that upward volatility is on the horizon.

ChainCatcher news, according to data from Bitcoin investment firm NYDIG, the BTC price has fallen by 11.1% in the third quarter of this year, performing better than only long-term government bonds (which fell by 11.9%) among major asset classes. However, BTC is not the only asset that declined this quarter. Almost all other asset classes, including stocks, bonds, gold, and real estate, also experienced declines in the third quarter.Moreover, despite the poor performance in the third quarter, Bitcoin continues to hold its position as the best-performing asset/asset class this year, with a year-to-date growth of 63.3%.

ChainCatcher news, according to the "2023 Global Major Asset Rise and Fall Rankings" released by Caixin, Bitcoin ranked first among major global assets with an increase of 83.81%, far exceeding the second place Nasdaq Index (which increased by 31.73%). (Source link)

ChainCatcher news, Coinbase Chief Legal Officer Paul Grewal has written to the U.S. Securities and Exchange Commission (SEC), suggesting amendments to the SEC's Registered Investment Advisor (RIA) regulatory rules to protect all asset classes, including cryptocurrencies.Paul Grewal proposed expanding the scope of RIA custody obligations from "funds and securities" to all client assets and believes that the SEC should retain state-regulated trust companies as qualified custodians, allowing for limited risk exposure restrictions on unqualified custodians, among other things. (source link)

ChainCatcher news, Ark Invest CEO Cathie Wood recently stated that Bitcoin and Ethereum serve as risk-free assets, acting as a "safe haven" for investors facing macroeconomic uncertainty.The recent turmoil in the banking sector indicates that the two largest cryptocurrencies by market capitalization can outperform other asset classes. Wood believes that as the industry gains more recognition and regulation, crypto will ultimately become a matter of choice. From our perspective, unlike traditional financial instruments, many crypto assets do not have significant failure points: they are decentralized, transparent, and auditable.In contrast, Ray Dalio, founder of hedge fund Bridgewater Associates, expressed the opposite opinion: Bitcoin cannot become an "efficient currency" because it is too volatile and not accepted by central banks. (source link)