{"id":341753,"date":"2025-12-13T09:16:55","date_gmt":"2025-12-13T09:16:55","guid":{"rendered":"https:\/\/peraltafinancing.com\/uncategorized\/itau-asset-recommends-1-3-bitcoin-allocation-for-2026\/"},"modified":"2025-12-13T09:16:55","modified_gmt":"2025-12-13T09:16:55","slug":"itau-asset-recommends-1-3-bitcoin-allocation-for-2026","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=341753","title":{"rendered":"Ita\u00fa Asset Recommends 1\u20133% Bitcoin Allocation for 2026"},"content":{"rendered":"


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Ita\u00fa Asset Management, the investment arm of Brazil’s largest private bank, Ita\u00fa Unibanco, has recommended that investors hold 1% to 3% of their portfolios in Bitcoin next year.<\/p>\n

In a new research note<\/a>, Ita\u00fa Asset\u2019s Renato Eid said that the global backdrop of geopolitical tension, shifting monetary policy and persistent currency risks strengthens the case for adding Bitcoin (BTC<\/a>) as a complementary asset.<\/p>\n

He called Bitcoin \u201can asset distinct from fixed income, traditional stocks, or domestic markets, with its own dynamics, return potential, and \u2014 due to its global and decentralized nature \u2014 a currency hedging function.\u201d<\/p>\n

The suggestion comes despite a turbulent year for Bitcoin. The asset began 2025 near $95,000, slid toward $80,000 during the tariff crisis, then surged to an all-time high of $125,000 before settling back around $95,000. <\/p>\n

Related: <\/strong><\/em>Brazil\u2019s crypto tax grab signals the end of an era<\/strong><\/em><\/a><\/p>\n

Bitcoin can steady portfolios amid currency swings<\/h2>\n

Brazilian investors have felt Bitcoin\u2019s volatility more intensely than global traders. The Brazilian real strengthened by about 15% this year, amplifying local losses for local investors. <\/p>\n

However, Eid argued that a small, steady Bitcoin allocation can smooth risks that traditional assets fail to hedge. Citing the bank\u2019s internal data, he said there is a low correlation between BITI11, its locally listed Bitcoin ETF, and other major asset classes, which supports the case for adding a modest BTC position to improve portfolio balance.<\/p>\n

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A correlation matrix comparing BITI11 (a Bitcoin ETF) with major Brazilian and international market indices. Source: Ita\u00fa<\/em><\/figcaption><\/figure>\n

\u201cBy allocating around 1% to 3% in their investment portfolio, investors will in fact be taking advantage of an asset that generates diversification,\u201d the bank wrote. <\/p>\n

Related: <\/strong><\/em>Why Brazil is using Bitcoin as a treasury asset and what other nations can learn<\/strong><\/em><\/a><\/p>\n

Ita\u00fa Asset Launches Dedicated Crypto Unit <\/h2>\n

In September, Ita\u00fa Asset created a standalone crypto division<\/a> and appointed former Hashdex executive Jo\u00e3o Marco Braga da Cunha to lead it. The unit expanded on Ita\u00fa\u2019s existing digital-asset offerings, including its Bitcoin ETF<\/a> and a retirement fund with crypto exposure.<\/p>\n