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xiaoshayu
摩根大通给BTC标了个"官方价签":年化10%
摩根大通第31期长期资本市场假设,头一回把比特币写了进去:基准情形年化收益10%,熊市-9.7%、牛市+17%,波动率按55%算。但别急着喊机构进场:它没把BTC放进任何一个模型组合,定位写的是"投机资产、货币宽松对冲"。这份文件的意义不在数字,在姿态:全球最大的银行,开始用给股票债券做长期假设的同一套框架给BTC定价了。从"不碰"到"标价围观",中间隔着的,就是合规和时间。长期看,这比任何喊单都值钱。#摩根大通首次将比特币纳入长期收益预测 $BTC
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