Bitcoin Explodes – Google Dethroned, 60-40 Dead, Firms Rush In, Stocks Soar.

● Edelman’s Portfolio Overhaul – 60-40 Is Dead, 40 Crypto Demanded

Ric Edelman’s Cryptocurrency Investment Strategy: Expanding Portfolio from 10% to 40%

Past and Present Investment Paradigm Shift

Four years ago, Ric Edelman pointed out the limitations of the traditional 60/40 portfolio for future investments and recommended a cryptocurrency allocation of around 1%.Today, his perspective as a financial advisor has completely shifted.He now strongly advocates including cryptocurrencies in a total portfolio ranging from 10% to 40%.This change signifies that cryptocurrencies have established themselves as essential investment assets in the global economic outlook.Specifically, the inclusion of crypto assets with low correlation to other assets, such as Bitcoin, has brought about innovation in traditional investment strategies.

The Traditional 60/40 Model and Its Limitations

The traditional portfolio composition was based on 60% stocks and 40% bonds.However, with an aging population and the advent of the longevity era, it is emphasized that today’s 60-year-old investors should have a similar investment horizon to 30-year-old investors.Therefore, analysis suggests that relying solely on traditional bond-heavy safe assets will make it difficult to meet future investment returns.As a financial advisor, Edelman emphasizes the importance of crypto assets, which can offer high returns and diversification benefits from a long-term investment perspective.

Cryptocurrency’s Entry into Mainstream Assets

Today, cryptocurrencies have become mainstream assets as various uncertainties, including government regulation, technological stability, and acceptance by consumers and institutional investors, have been resolved.Cryptocurrencies, including Bitcoin, have low correlation with stocks, bonds, gold, oil, and other commodities, thus enabling diversification of investment strategies.Edelman’s argument resonates strongly as it can offer investors higher returns along with improved Modern Portfolio Theory statistics.Furthermore, considering investment strategy and the global economic forecast, the role of cryptocurrencies is expected to become even more prominent in the future.

Future Outlook and Portfolio Composition Strategy

Financial experts predict that, along with the growth of the cryptocurrency market, Bitcoin could reach $150,000 to $250,000 by year-end and $500,000 within this decade.Such forecasts indicate the necessity for investors to gradually expand their holdings of cryptocurrencies and stocks, moving beyond bond-centric portfolios.Particularly in investment strategy, crypto assets can be seen as crucial tools for maximizing portfolio diversification effects and optimizing returns.Furthermore, cryptocurrency-related hacking incidents and regulatory trends also stand as key factors that investors should pay attention to.Ultimately, in today’s global economic outlook, effective allocation strategies for cryptocurrencies are emerging as key keywords, moving beyond traditional investment models.

Summary

In the past, a 1% cryptocurrency allocation was recommended, but now there’s a need to expand it to 10-40% of the portfolio.The traditional 60/40 model is not suitable for the longevity era, and the importance of crypto assets is growing along with an increased equity allocation.Cryptocurrencies are emerging as mainstream assets in the global economic outlook and investment strategy due to their low correlation and high return potential.With the future growth prospects of Bitcoin and the cryptocurrency market, they are expected to become key elements in portfolio diversification and return maximization strategies.This article comprehensively analyzes cryptocurrency investment strategies based on the perspectives of financial advisors and recent market changes.Key SEO Keywords: global economic forecast, investment strategy, crypto asset, financial advisor, mainstream asset.

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● Bitcoin Explodes, Dethrones Google as World’s 6th Asset

Bitcoin Surpasses Google with $2.1 Trillion Market Cap, Becoming World’s 6th Largest Asset: A Panorama of the Global Economy Shaped by Spot ETFs and Policy Changes

1. Recent Surge in Bitcoin Market Capitalization and Global Ranking Change

Bitcoin has risen to become the world’s 6th largest asset, surpassing Google, with a market capitalization of approximately $2.12 trillion.This change, alongside the digital asset investment craze in financial markets, is significantly impacting global economic trends.The massive inflow of funds from spot ETFs and institutional investors has driven this surge, representing an innovative phenomenon at the intersection of traditional financial markets and Bitcoin.This will be explained focusing on the SEO core keywords: global economy, Bitcoin, digital assets, spot ETF, and institutional investors.

2. The Role of Institutional Investors and Spot ETFs

BlackRock’s iShares Bitcoin Trust has sent a strong signal to the market by managing approximately $70 billion in assets.Fidelity’s FBTC and Grayscale’s GBTC have also attracted nearly $20 billion each, indicating institutional investors’ focus on Bitcoin.The approval of spot ETFs reflects a positive decision by the U.S. Securities and Exchange Commission (SEC), and this move has significantly impacted Bitcoin’s demand increase and price surge.

3. Policy Changes and Political Support for Digital Assets

Interest in digital assets is growing within political circles as well, creating a positive atmosphere in the market.Former U.S. President Donald Trump hinted at policy changes by stating that Bitcoin could be used as a national digital reserve.Recent executive orders have introduced measures regarding the stockpiling of digital assets, which has served as an opportunity to increase trust in digital assets worldwide.

4. Google’s Regulatory Issues and Global Market Uncertainty

Meanwhile, Google is facing regulatory pressure from various countries, plunging into uncertainty.The UK’s Competition and Markets Authority (CMA) is conducting an antitrust investigation into Google’s search and advertising businesses, and the EU is also concerned about the negative impact of its AI search summary feature on news organizations.These challenges for Google illustrate the complexity of the global market faced by tech giants, along with their ripple effects on the economy as a whole.

5. Future Outlook and Comprehensive Analysis

At this juncture, with Bitcoin’s price continuously rising, the flow of institutional investment and spot ETFs foreshadows significant changes in the global financial market.Zach Shapiro, Director of the Bitcoin Policy Institute, predicted that if the U.S. government were to undertake a large-scale Bitcoin acquisition, the market structure itself would change.Concurrently, as traditional tech companies like Google face regulations and uncertainty, the competitive landscape between digital assets and traditional asset markets is expected to intensify.

< Summary >

Bitcoin has surpassed a market capitalization of $2.1 trillion, rising to become the world’s 6th largest asset, with large-scale fund inflows from institutional investors and spot ETFs driving its ascent.While political support and policy changes for digital assets are creating a positive trend, traditional large corporations like Google face uncertainty due to regulatory pressure, anticipating various changes and challenges in the global financial market ahead.

[Related Articles…] Analysis of Bitcoin’s Upsurge | Google Regulatory Trends

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● Coinbase Explodes, Time Names Disruptor – Global Push, SEC Battle Looms

Coinbase, TIME Selection and Global Digital Innovation Trends

1. Meaning of TIME Selection and Key Achievements

Coinbase’s inclusion in TIME’s 2025 list of ‘The World’s 100 Most Influential Companies’ has further strengthened its position within the digital asset (cryptocurrency) market. TIME selected Coinbase as a ‘Disruptor,’ highly commending its crucial role in digital asset legislative discussions within the United States. This recognition serves as a positive signal for the market as a whole, particularly in the fields of global economics and blockchain technology.

2. Market Reaction and Stock Price Increase

Immediately after the TIME selection, on the 26th, Coinbase’s stock price rose by 5.5% compared to the previous day, reaching $375.07, marking its highest since November 2021. Notably, after the U.S. Senate’s passage of the ‘GENIUS Act’ stablecoin regulation bill, the stock price surged to $382, attracting strong market interest. These achievements actively reflect market trends related to digital assets.

3. Global Expansion Strategy and Regulatory Response

Since 2024, Coinbase has spearheaded lobbying efforts for the enactment of pro-digital asset legislation, strengthening its position not only in the U.S. but also in global financial markets. Last month, it became the first digital asset company to be included in the S&P 500 index, and on the 20th, it obtained a MiCA license from the Luxembourg financial supervisory authority (CSSF), enabling it to provide services to all 27 European Union (EU) countries. Such international movements significantly contribute to creating new growth engines in the digital asset sector.

4. Future Outlook and Potential Risks

Asset management firm Bernstein highly praised Coinbase’s potential for revenue diversification through the expansion of stablecoin, tokenized stock, and cross-border digital asset services, raising its price target by 50% from the previous one. However, an uncertain regulatory environment still remains, with the U.S. Securities and Exchange Commission (SEC) notably announcing a public hearing on digital asset custody and lending regulations, requiring caution. Particularly, Coinbase’s ongoing Bitcoin-backed lending service may face additional restrictions if regulations are tightened, necessitating continuous monitoring.

5. Summary and Future Trends

Coinbase’s recent TIME selection clearly demonstrates the potential for technological innovation and growth within the global economics and digital asset markets. Concurrently, it reflects top-tier market trends related to cryptocurrency and blockchain technology, and future regulatory changes and international expansion strategies are expected to be key determinants.

Coinbase has positioned itself as an innovation leader within the global digital asset market through its selection by TIME magazine. Stock price increases, international market expansion, and lobbying activities within the U.S. have been key factors. However, uncertainties such as SEC regulations still exist, requiring attention to future trends.

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● Korean Firms Dive Into Bitcoin Frenzy – Stocks Explode

Korean Strategy? Listed Companies Raising the Barefoot for ‘Bitcoin Purchases’

Trends in Virtual Asset Transactions Following Conditional Approval

With the announcement tomorrow of conditional approval for virtual asset transactions by corporations, excluding financial companies, significant changes are anticipated in related financial policies and investment strategies.Alongside this, major listed companies are adopting Bitcoin purchases as a growth strategy, leading financial trends.This process is connected to investment strategies, financial trends, and the development of cryptocurrency and blockchain technology in the global market.

Company-Specific Strategies and Key Cases

Paratexix Holdings is pursuing the establishment of Korea Fund No. 2 and No. 3, aiming to transform its business model into a virtual asset company, Bridge Biotherapu, which it plans to acquire later.Bitmax holds the largest amount of Bitcoin among companies listed on our stock market and has announced further Bitcoin purchases, leading to a surge of about 70% in its stock price this month, exemplifying a typical Bitcoin treasury strategy.Furthermore, Dividend Company has been steadily accumulating Bitcoin by issuing convertible bonds, holding 300 units as of today, thereby enhancing its financial stability.In addition, companies such as Initech, Att, and Neuroscience are entering the virtual asset business, and gaming and IT-related companies like Wemade, Neowiz, Netmarble, and Kakao Danal are also aggressively purchasing Bitcoin, leading to a redefinition of investment strategies across the market.

Market Reaction and Global Spread of Investment Strategies

Approximately 3,500 listed companies, including professional investment firms, are allowing virtual asset transactions from investment and financial perspectives,This movement is comparable to the case of MicroStrategy, a US Nasdaq-listed company.MicroStrategy holds the highest level of Bitcoin worldwide, and its stock price has surged over 3,000% in the past five years.Such success stories significantly raise expectations for global investment strategies, financial trends, and the development of the cryptocurrency market.

International Trends and Future Outlook

Investment strategies related to blockchain technology are rapidly spreading in the global market,and the Bitcoin-centric strategy of Korean companies is also gaining attention in international financial markets.Particularly, in conjunction with the innovative financial policies seen in advanced investment markets in the US and Europe,Korean listed companies are expected to play a crucial role in future global investment strategies.Concurrently, SEO keywords related to investment strategy, global market, financial trends, cryptocurrency, and blockchain are increasingly gaining prominence.

This summary covers how Korean listed companies are adopting Bitcoin purchases as a key growth strategy in response to tomorrow’s allowance of virtual asset transactions for corporations, excluding financial firms, and highlights the notable financial policies and investment strategies announced by various companies, including Paratexix Holdings and Bitmax.Furthermore, it examined international trends and future outlook based on the success story of MicroStrategy, a US Nasdaq-listed company.

*Source: 서울경제TV

Korean Strategy? Listed Companies Raising the Barefoot for ‘Bitcoin Purchases’

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