A CNB study, he said, found that because bitcoin has low long-term correlation with many traditional assets, it does not move in the same direction and that is important.

“When you add an asset like this, the whole portfolio can work better. Return can go up and risk stays about the same,” he explained, adding that over the long term, “bitcoin can provide returns that are not closely linked to other assets. In some ways it is similar for me to venture capital but it is much more liquid.”

However, despite finding that bitcoin has the potential to drive higher returns with smaller allocations even more so than gold, “the CNB’s Bank Board decided not to invest its FX reserves in bitcoin at this time,” the study dated February 2026 states.

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After research showed a small minority moves prices, new data suggests an even smaller group captures roughly half of all gains

What to know:

  • A new Solidus Labs analysis finds that fewer than 1 percent of Polymarket wallets captured about half of all profits in key political prediction markets between December 2025 and February 2026.
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