portfolio

According to PR Newswire, cryptocurrency asset management company Bitwise has announced the launch of Model Portfolio Solutions, which allows institutional users to incorporate digital assets into client portfolios through ETFs, tailored for different types of investors and risk preferences.The "Core" portfolio offers broad exposure to the crypto ecosystem, while the "Thematic" portfolio is suitable for those looking to fine-tune their investment direction and focus on specific themes (such as stablecoins, tokenized products, or cryptocurrencies other than Bitcoin).

According to TheBlock, Bernstein's analyst team stated in a report to clients that Robinhood (NASDAQ: HOOD) stock price has fallen over 20% year-to-date, down about 40% from its peak of $89.91. This decline is partly attributed to the overall slump in the cryptocurrency market, which currently accounts for about 21% of the company's total revenue.The analysts outlined three bearish scenarios:Assuming Bitcoin price drops to around $60,000 and remains sluggish for the next couple of years, the expected earnings per share in 2027 would be about $3.10, with a potential stock price range of $46 to $61.Assuming Bitcoin price drops to $60,000 but rebounds in the second half of 2026. The expected earnings per share in 2027 would be about $3.50, with a potential stock price range of $70 to $88.In the most pessimistic scenario, trading volumes for cryptocurrencies and stock options would decline by 50% within two years, with the expected earnings per share for the company in 2027 being $2.40, and a potential stock price range of $24 to $36.However, the analysts noted that currently, Robinhood's non-trading revenue accounts for about 43% of total revenue, with a compound annual growth rate of about 29% over the past two years, and its broader business portfolio helps offset the weakness in cryptocurrency trading activity.

According to Reuters, Tether CEO Paolo Ardoino stated that Tether plans to allocate 10% to 15% of its investment portfolio to physical gold. Following an increase of 27 tons of physical gold in the fourth quarter, the company currently holds approximately 130 tons of physical gold.Paolo Ardoino mentioned that Tether purchases about 2 tons of gold each week but did not disclose the specific value of Tether's portfolio or the amount of gold within it. He stated that Tether has not set a gold purchase target and plans to decide on the purchase amount quarterly.

According to CoinDesk, Rick Rieder, the Chief Investment Officer of Global Fixed Income at BlackRock and a popular candidate for the Federal Reserve Chair, has stated that Bitcoin will replace gold and has suggested that investors hold Bitcoin in their portfolios. In the prediction market, Rieder's chances of being elected have quickly risen to the top, and he has publicly supported cryptocurrencies multiple times.As early as 2020, when digital assets were still in their infancy, he stated in an interview with CNBC that Bitcoin would replace gold as a store of value, "because it is much easier to transfer than a gold bar." Recently, he mentioned in the same media that Bitcoin should be part of a smart portfolio, calling both Bitcoin and gold "assets that can provide a certain stability to a portfolio." At that time, Bitcoin was still above $112,000, and he predicted that "it will continue to rise." Currently, the price of Bitcoin is around $88,000, having recently dropped due to potential tariff measures and other geopolitical turmoil.Rick Rieder has publicly expressed dissatisfaction with the Federal Reserve's slow pace of interest rate cuts, similar to Trump. In a recent interview during Trump's time in Davos, Trump praised him as "very outstanding." Currently, the probability of betting on Rick Rieder becoming the next Federal Reserve Chair on Polymarket is 46%.

RWA tokenization platform OpenEden has partnered with FalconX to launch the tokenized multi-strategy yield investment portfolio PRISM, which aims to provide stable returns with low correlation to cryptocurrency prices. The product will be fully launched in February 2026. The presale is now open.

The Sharia Portfolio, with assets under management of $2 billion, disclosed the purchase of 43,833 shares of Strategy (MSTR) stock, valued at $7 million. Currently, the Sharia Portfolio holds a total of 150,325 shares of Strategy (MSTR) stock.

Jefferies strategist Christopher Wood stated in his latest "Greed & Fear" market newsletter that he has completely removed Bitcoin from his flagship model portfolio due to growing concerns that advancements in quantum computing could undermine the long-term security of cryptocurrencies. The 10% Bitcoin allocation he initially added at the end of 2020 has been replaced by a combination of physical gold and gold mining stocks.Christopher Wood further added that breakthroughs in quantum computing would weaken Bitcoin's reliability as a store of value for pension-style investors. If the timeline for the realization of quantum technology shortens, some capital allocators may now question Bitcoin's value storage properties, and the risks associated with cryptography might emerge sooner than expected, allowing attackers to derive private keys from exposed public keys, thereby undermining the cryptographic technology that supports Bitcoin balances and mining rewards, and challenging its role as "digital gold" in pension-style portfolios.

According to market news, ARK Invest CEO Cathie Wood stated in the released 2026 outlook that Bitcoin, due to its low correlation with major asset classes such as gold, stocks, and bonds, is expected to provide asset allocators with higher unit risk-adjusted returns, becoming an effective portfolio diversification tool in the coming years.ARK's analysis of weekly returns from January 2020 to early January 2026 shows that the correlation coefficient between Bitcoin and gold is only 0.14, significantly lower than the correlation coefficient of 0.27 between the S&P 500 index and bonds. The correlation coefficient between Bitcoin and bonds is the lowest (0.06), while the correlation with the S&P 500 is the highest (0.28), but still far below the correlations between traditional asset classes.Wood believes that Bitcoin's protocol strictly limits its supply growth, with an annual growth rate of new issuance of about 0.8% over the next two years, which will then slow to about 0.4% per year. This mathematically fixed supply creates inherent scarcity. She pointed out that the predictable supply pattern, combined with increasing demand, has driven Bitcoin's price up by 360% since the end of 2022.

According to Onchain Lens monitoring, as the ZEC price breaks through $500, a whale holding a 3x ZEC long position has currently made a profit of over $5 million.It is reported that this whale's overall portfolio is still down by more than $2 million.

According to financefeeds, BlackRock, the world's largest asset management company, has made a decisive statement, officially recognizing Bitcoin as the most important investment theme of 2025. This move solidifies the institutional narrative of the current market cycle.The head of the company's iShares division proposed a strategy at the meeting that positions Bitcoin alongside U.S. Treasuries and the "Tech Giants" stocks as the three pillars of a modern diversified investment portfolio. This recognition marks a significant evolution in BlackRock's stance—from initial tentative involvement to deeply integrating digital assets into its core macroeconomic worldview. Its core philosophy is no longer merely to "provide access" to speculative assets but to acknowledge Bitcoin as a fundamental component of the global monetary system's infrastructure.BlackRock's 2025 argument is built on the "macro mirror" thesis, which suggests that Bitcoin's performance increasingly reflects global concerns about sovereign debt and currency devaluation. As the U.S. federal deficit continues to widen and global fiscal imbalances worsen, BlackRock analysts believe institutional investors are seeking "non-correlated" assets that exist outside the traditional banking system.By positioning Bitcoin as "digital gold," BlackRock provides conservative asset allocators with the necessary theoretical framework to justify their large holdings. This shift is expected to culminate in 2026 with the launch of complex "yield-bearing" products, such as Bitcoin premium income ETFs designed to generate returns through covered call strategies.By offering these tools, BlackRock is shifting the market discussion from "why hold Bitcoin" to "how to optimize Bitcoin positions," thereby solidifying its role as a key gatekeeper of the next generation of digital capital.

According to financefeeds, global cybersecurity company Kaspersky has issued an urgent alert regarding a new sophisticated information-stealing tool named "Stealka," which has begun launching large-scale attacks against Windows users.This malware was discovered at the end of 2025 and is specifically designed to collect sensitive financial data, browser credentials, and cryptocurrency wallet information. Stealka is primarily distributed through deceptive platforms like GitHub and SourceForge, disguised as "cracks" for pirated software or high-demand applications.The malware is particularly dangerous because it employs advanced obfuscation techniques to bypass traditional signature-based security solutions, often remaining undetected during comprehensive scans of the victim's device. This threat emerges at a time when password theft detection has surged nearly 60% throughout the year, marking a more aggressive phase in the evolution of digital financial crime.

Coinbase CEO Brian Armstrong discussed the new AI financial tool "Coinbase Advisor" and the company's future vision, stating that "Coinbase Advisor" can help users manage their financial lives, gather all information about their portfolios, and understand their risk tolerance preferences, assisting in building better portfolios to earn more returns.AI is useful for everyone, beneficial for those with low financial literacy as well as advanced traders, and can eliminate repetitive tasks. AI is disrupting every industry, and financial services are no exception; Coinbase aims to stay ahead. The long-term goal is to become the number one financial app, which is the direction they are striving for.

ARK Invest founder Cathie Wood stated that ARK Invest reduced its holdings in Tesla stock when it was nearing its peak and allocated some of the profits to crypto assets.We tend to rebalance our portfolio in this way when one stock is rising relative to others, while another stock is experiencing a painful moment.

Hyperliquid officially announced that its blockchain will add a portfolio margin feature in the upcoming network upgrade, which has already been launched in the pre-alpha version on the testnet.In the portfolio margin mode, users' spot trading and futures trading are combined, thereby improving capital efficiency. Additionally, the portfolio margin account will automatically earn returns on all borrowable assets that are not used for trading.

According to BeInCrypto, Sygnum's "2025 Asia-Pacific High Net Worth Individuals Report" shows that 87% of respondents have included digital assets in their investment portfolios; 49% of respondents have allocated more than 10% of their portfolios to cryptocurrencies, indicating that the median cryptocurrency investment proportion among high net worth individuals is between 10% and 20%. Additionally, 60% of respondents plan to increase their investment in cryptocurrencies.The report indicates that 80% of respondents are interested in purchasing ETFs other than Bitcoin and Ethereum, with more than half of the respondents interested in investing in Solana, followed by multi-asset cryptocurrency indices (48%) and XRP (41%). Notably, 70% of respondents stated that they would allocate or increase their allocation if staking rewards were included in the ETF structure.However, Sygnum observed that after experiencing recent market fluctuations, a considerable portion of investors remains cautious about the market, yet 57% of high net worth individuals and 61% of ultra-high net worth individuals hold an optimistic or strongly optimistic view of the long-term prospects of the cryptocurrency market.

According to Cointelegraph, 21Shares founder Ophelia Snyder stated that January typically sees a "peak of inflows" for Bitcoin, as investors rebalance and adjust their portfolios at the beginning of the year, which also affects exchange-traded funds. However, the current market conditions will make it difficult for Bitcoin to replicate the price surge seen in early 2025 in 2026: the factors contributing to current market volatility are unlikely to be fully resolved in the short term, and whether the same performance can be achieved again next January largely depends on overall market sentiment.

According to Onchain lens monitoring, a certain whale address, after holding for more than a year, deposited various assets into Binance, accumulating a loss of over 4 million dollars. Among them:Deposited 3.43 million ONDO (worth 1.69 million dollars), loss of 1.03 million dollarsDeposited 621,914 WLD (worth 387,000 dollars), loss of 1.11 million dollarsDeposited 967,558 FET (worth 243,000 dollars), loss of 1.07 million dollarsDeposited 623,055 ARKM (worth 146,000 dollars), loss of 1 million dollars

According to market news, the latest disclosure documents submitted by Harvard University to the U.S. SEC show that after a significant drop in the cryptocurrency market led to a massive decline in the value of its Bitcoin ETF holdings, the current value of the university's Bitcoin ETF holdings has lost approximately $40 million.Last quarter, the university increased its holdings in the iShares Bitcoin Trust ETF, with the holdings size nearing $500 million at one point. Even though Bitcoin experienced a brief rebound on Tuesday, its decline this quarter still exceeds 20%. If Harvard University had sold in early October, it might have avoided losses or made a small profit before prices fell further. However, its average purchase price has not been disclosed.If the university still holds some or all of the 4.9 million shares purchased last quarter, the most optimistic scenario shows a loss of 14%. This calculation assumes that Harvard University bought in early July, when Bitcoin's trading price was at its lowest point during the quarter. Based on this timing, the shares purchased for approximately $294 million are now worth about $255 million.In the second quarter of this year, before the Bitcoin market heats up in 2025, Harvard University also purchased 1.9 million shares, which may currently have a small loss or slight profit, depending on the timing of the purchase. On paper, the loss from this holding has a minimal impact on Harvard University's balance sheet. The university manages a $57 billion endowment fund, making it the largest endowment fund in the U.S. As of September 30, its Bitcoin holdings account for less than 1% of its total assets.

According to Yahoo Finance, Bank of America has announced that its wealth management clients should consider allocating cryptocurrency in their portfolios. The bank recommends that clients of Merrill, Bank of America Private Bank, and Merrill Edge allocate 1% - 4% of their assets to digital assets. Starting January 5 of next year, the bank's investment strategists will begin covering four Bitcoin ETFs, including Bitwise Bitcoin ETF (BITB), Fidelity Wise Origin Bitcoin Fund (FBTC), Grayscale Bitcoin Mini Trust (BTC), and BlackRock iShares Bitcoin Trust (IBIT).