AI Investment Boom Squeezes Stock-Bond Allocation, Institutions Say Bitcoin Could Become the 'Third Leg' of Traditional Portfolios

BlockBeats news, September 13 — Swiss crypto asset platform Bitcoin Suisse stated in its "2026 Crypto Wealth Management Report" that continued rising AI investment, mounting government debt, and increasing stock-bond correlation are weakening the risk diversification capacity of the traditional "stock-bond mix," further elevating the necessity of Bitcoin allocation.

The report estimates that AI capital expenditure by large U.S. cloud computing companies will exceed $800 billion this year and could surpass $1 trillion by 2027. Bitcoin Suisse believes that AI investment is concentrated in a handful of tech companies, while related infrastructure buildout is accompanied by substantial debt financing, potentially further amplifying portfolio concentration risk.

Bitcoin Suisse backtested traditional portfolios and found that adding 1%, 2.5%, 5%, or 10% Bitcoin to a portfolio of stocks, bonds, gold, and money market assets improved both absolute returns and risk-adjusted returns. Among these, converting bond allocations to BTC raised the annualized return from 6.2% with no BTC allocation to 7.2% with a 1% allocation and 8.6% with a 2.5% allocation.

The report states that Bitcoin is not a safe-haven asset in the traditional sense, but its scarcity and return drivers that differ from stocks and bonds are expected to provide portfolios with a new source of diversification.