2026-01-04 13:23:22

Currently, traditional investment returns are becoming increasingly unattractive, and old assets like stocks and bonds are no longer sufficient. Institutional investors are beginning to turn their attention to emerging alternative assets—digital assets, carbon sink assets, and metaverse digital collectibles. What do these have in common? They are all empowered by a technological ecosystem of AI, blockchain, cloud computing, and big data, inherently possessing high liquidity and transparency, though of course with higher risk and return.

According to Preqin data, alternative assets account for only 17% of the global asset management scale, but contribute over 40% of revenue. Even more astonishing, by 2026, when their share rises to 19%, their revenue contribution is expected to jump to 51%. What does this indicate? It shows that this sector is indeed a gold mine.

**How about digital assets?** Central bank digital currencies (CBDC) and cryptocurrencies are representative. By 2025, 86% of central banks worldwide are researching CBDC, and digital renminbi has already been piloted in several Chinese cities. In terms of liquidity, these digital assets are close to traditional securities, but their volatility is completely different—Bitcoin’s 30-day volatility can reach 39%, indicating significant risk. The Federal Reserve’s interest rate policies also have a major impact; historical data shows a correlation coefficient of -13%, with Bitcoin typically under pressure when the Fed raises interest rates.

**And what about carbon sink assets?** Along with the global push toward carbon neutrality, these assets have good anti-inflation characteristics. In 2022, natural resource funds delivered a net return of $22 billion for investors due to high energy prices, nearly 70% higher than the $13 billion in 2021. The driving forces behind this are policies (carbon taxes, carbon quotas) and supply-side constraints.

BTC3,24%

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MetaEggplant

· 01-04 13:53

Are you trying to trick retail investors into alternative assets again? Can you really accept a 39% volatility, friends? --- Whenever the Federal Reserve raises interest rates, BTC has to kneel. Is this risk really worth it? --- Can the 70% rebound in carbon offsets be replicated? It feels like the energy price boom. --- 51% revenue contribution sounds crazy, but what if it's spread across 19% scale? This math is a bit magical. --- Can the digital renminbi pilot be viewed the same as Bitcoin? The central bank's backing makes a big difference, alright. --- Basically, it's still institutions hoarding alternative assets to push prices up, then waiting for retail FOMO to start selling. --- High liquidity and high transparency? Is the transparency of blockchain enough, everyone? --- The jump from 19% to 51% revenue share—does this gap truly reflect value, or is it just market hype?

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P2ENotWorking

· 01-04 13:40

Here comes a new term for cutting leeks again... 39% volatility, dare you to touch it? --- Carbon sink assets up 70%, sounds great, but can this thing really be stable? Policies turn, and it tanks. --- Digital asset liquidity is high and transparency is high? Haha, laugh out loud, it’s still just about the face of the big players. --- Mixing CBDC and crypto together is a bit funny, their nature is fundamentally different, right? --- Gold mines, gold mines, in the end, they’re still just a cash machine for big capital. --- Bitcoin’s -13% correlation with the Federal Reserve, sounds like just making excuses. --- I’ll just pass on metaverse digital collectibles, all the ones worth cutting have already been cut. --- High risk and high reward means you can make quick money but also lose quickly, right? --- 51% of revenue contribution accounts for only 19% of the scale, that gap probably refers to the fee rate black hole. --- If traditional investments don’t work, pile money into emerging assets. In the end, who’s paying the bill? Retail investors.

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LiquidityNinja

· 01-04 13:37

Another story of alternative assets, but with a 39% volatility? I'd rather sleep soundly than touch Bitcoin. --- Carbon sink assets up 70%? Sounds good, but this thing's policy direction could ruin it at any moment. --- So basically, high risk and high return. Institutions are betting on policy. --- The digital RMB pilot has been going on for so long, can it really replace anything? Feels more like a gimmick. --- 51% of the income contribution comes from 19% of the assets. That probability distribution is really distorted. --- Whenever the Federal Reserve raises interest rates, Bitcoin collapses. Do you dare to go ALL IN on this correlation? --- Wait, are metaverse digital collectibles still around? I thought that thing was already dead. --- High liquidity and high transparency? Why do I feel it's actually high risk and high losses? --- Carbon quotas feel like the government is just harvesting the leeks, but some people are definitely making money. --- I'm tired of hearing about the gold rush theory of alternative assets. Every time it's the same story, then a round of harvesting.

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RektHunter

· 01-04 13:36

Is this the same old rhetoric again, really treating alternative assets as saviors? Bitcoin's 39% volatility is unplayable; this is just another form of gambling. The carbon asset sector is indeed interesting, but can we trust policy-driven things? Institutions are all cutting the leeks; do retail investors still want to follow suit? High returns inevitably come with high risks. It looks sexy but is prone to flipping over. CBDC promotion is really fast, but that doesn't mean you can make money from it. Metaverse digital collectibles? Come on, everyone, stop bringing this up. Whenever the Federal Reserve acts, Bitcoin trembles; it’s completely manipulated by big institutions. Although it accounts for 17%, it contributes 40% of the revenue. There might be some issues with this data. It's basically because traditional assets are gone, so we're forced to pile into risk assets.

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MevSandwich

· 01-04 13:34

Bitcoin volatility at 39%? Now that's excitement; stocks have long lost their thrill. --- Central bank's digital RMB pilot has been going on for so long, why hasn't it been fully rolled out yet? --- Alternative assets are just new tricks for institutions to cut leeks. --- Carbon sink assets rely on policies to survive; a change in sentiment can wipe them out instantly. --- I have to say, high risk equals high reward, but I still believe in the future of Bitcoin. --- 40% of income from 17% of assets? That data is way off. --- When interest rates rise, Bitcoin gets hit; this pattern has been going on since 2022. --- Metaverse digital collectibles? I advise you sisters to stay away from them. --- Combating inflation is good, but a policy reversal can turn everyone into leeks at a feast. --- Really? The central bank is researching CBDC? So can I just use digital RMB to trade cryptocurrencies in the future?

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