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BlackRock: 1-2% Bitcoin Allocation Improves 60/40 Returns

BlackRock study shows small Bitcoin allocation boosts 60/40 portfolio returns, Tom Lee agrees citing AI.

  • BlackRock’s latest 10-year study showed that a 1-2% allocation to Bitcoin would have improved risk-adjusted returns in a traditional 60/40 portfolio.
  • Fundstrat’s Tom Lee said crypto is “more relevant today given the rapidly increasing capabilities of AI and robotics,” echoing BlackRock’s view.
  • Lee stated that Ethereum would be “the most important L1,” referring to layer-1 blockchains.

Fundstrat’s Tom Lee said crypto was “more relevant today given the rapidly increasing capabilities of AI and robotics,” backing up a new BlackRock report that reaffirmed the asset manager’s bullish long-term case for Bitcoin despite a roughly 50% drawdown from its all-time high. Lee, who heads research at Fundstrat Global Advisors, said in a post on X that he agreed with BlackRock’s view and anticipated “growing use cases” for crypto.

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BlackRock explained in a report that Bitcoin’s pullback was driven by crypto-native deleveraging and shifting investor flows rather than a breakdown in its long-term investment thesis. Speculative positioning became extreme as Bitcoin rallied above $120,000 in October last year, with futures open interest hitting $90 billion.

Consequently, large-scale deleveraging in precious metals and crypto markets was triggered by macro-driven risk-off catalysts, including headlines around China tariffs, which led to a liquidation cascade driving prices below $60,000. BlackRock said Bitcoin showed a “dual personality,” trading alongside risk assets during deleveraging while acting as a potential hedge during geopolitical disruption.

In BlackRock’s revised 10-year analysis, a small 1-2% allocation of Bitcoin funded from equities would have improved risk-adjusted returns in a traditional 60/40 portfolio while maintaining similar portfolio risk features. The firm said Bitcoin’s role as an emerging global monetary alternative may offer investors a hedge against fiat debasement amid rising government debt and persistent fiscal deficits.

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