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6BitcoinNewJun 23, 2026

BlackRock and JPMorgan Split on Bitcoin vs. AI Capital Allocation

BlackRock and JPMorgan publicly expressed divergent views on where capital flows should be directed, with BlackRock favoring Bitcoin exposure and JPMorgan prioritizing AI infrastructure investment. A BlackRock director separately identified what the firm described as the most important factor for the next Bitcoin rally without disclosing specific metrics.

Story timeline · 3 days

  1. Jun 25, 20266
    BlackRock Recommends 1–2% Bitcoin Portfolio Allocation as Complementary Diversifier

    BlackRock's BTC diversifier framing received additional coverage describing the firm as saying 'YES' to Bitcoin as a portfolio diversifier.

  2. Jun 24, 20268
    BlackRock Recommends 1–2% Bitcoin Allocation as Institutional Diversifier

    BlackRock published a specific 1–2% portfolio allocation recommendation for Bitcoin as a complementary diversifier.

  3. Jun 23, 20266· this story
    BlackRock and JPMorgan Split on Bitcoin vs. AI Capital Allocation

Sources · 2