A major asset manager's 2026 projection is sounding alarms: America's economic foundation might be shakier than most realize. With federal debt climbing past the $38 trillion mark, something fundamental is breaking in traditional finance.

The real story? Those long-term Treasury bonds that institutions have relied on for decades as their go-to hedge aren't cutting it anymore. When your safe haven starts looking unstable, you've got to pivot.

That's exactly what's happening. Institutional money is quietly but decisively shifting. Digital assets are no longer just a speculative side bet—they're becoming core portfolio components. Not because of hype, but because the old playbook isn't working when debt spirals this far out of control.

The fragility isn't theoretical. It's showing up in forward-looking strategies from the same players who once dismissed crypto entirely. Times change fast when trillions are on the line.