According to @GoldmanSachs, recent data highlights that yield changes and equity returns are non-linear, undermining the traditional 60/40 portfolio's diversification benefits in periods of rising inflation expectations and increased sovereign risks. This analysis suggests that conventional portfolios may be more exposed to macroeconomic shocks, prompting traders to consider alternative assets like Bitcoin for portfolio insurance in the current environment. This shift could drive increased Bitcoin adoption as a hedge, impacting crypto market flows and volatility (source: @GoldmanSachs via Twitter).