Willy Woo Suggests a 15% Allocation to BTC and Gold Amid Security Concerns

ChainCatcher reports: Amid revelations of a firmware vulnerability in the Coldcard hardware wallet, over $800 million in BTC stolen, and renewed market debate over whether to shift toward institutional custody or directly purchase Bitcoin ETFs, renowned analyst Willy Woo responded in a post, stating that he does not oppose ETFs or custody solutions, which offer numerous benefits such as regulatory recognition and integration with traditional finance. However, Bitcoin’s unique quality lies in being the only truly sovereign digital asset—stateless, immune to national blockade, dilution, or confiscation—and only self-custody grants this sovereignty. Willy Woo noted that since World War II, most Westerners have lived within a bubble of security, but as Ray Dalio’s 1,500-year historical research indicates, stability itself is cyclical; when the cycle ends, people will need a reserve capable of protecting them during periods of global instability. Institutional custody assets may fail, and governments have confiscated assets in the past and may do so again. He stated that we are currently in the latter stage of this cycle and recommended allocating 15% of one’s assets to sovereign assets such as Bitcoin and gold.