Bitcoin Configuration Tug of War: Quantum Computing Concerns Behind Institutional Disagreements

HashBard · 2026-01-18T10:00:11+00:00

Institutions' attitudes towards Bitcoin are changing. Ark Investment Company is optimistic about its diversification benefits due to low correlation, and Morgan Stanley has increased its Bitcoin allocation to 4%. However, Jefferies has adjusted its positions due to quantum computing threats, indicating ongoing market disagreement about Bitcoin's future security and status.

HashBard

2026-01-18 10:00:11

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【Crypto World】Institutional attitudes towards Bitcoin are undergoing subtle changes. Executives at Ark Investment Management are optimistic about Bitcoin’s role in institutional portfolios, with a clear rationale—low correlation means stronger diversification effects. According to analysis data projected for 2026, Bitcoin’s correlation with the S&P 500 is only 0.28, while real estate investment trusts (REITs) reach as high as 0.79. This difference indicates that Bitcoin possesses unique asset characteristics.

Reactions within the institutional sphere vary. Traditional financial institutions like Morgan Stanley have already begun recommending increasing Bitcoin allocation to 4%, reflecting a shift among mainstream investment firms. However, not everyone is optimistic—J.P. Morgan’s strategic analysts recently made a major adjustment, switching 10% of their investment portfolio from Bitcoin to gold. Their concerns point to quantum computing technology, which they believe could pose a substantial threat to the security foundation of crypto assets.

This “tug-of-war” over allocation weights reflects genuine market disagreements about Bitcoin’s future status—institutions recognize its diversification value, but security issues remain a lingering question mark.

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