Woofun AI reports that the Japan National Business Enterprise Pension Fund, representing approximately 1,200 small and medium-sized enterprises in Okayama City, intends to deploy capital into cryptocurrencies during fiscal year 2026. This move marks a significant deviation from traditional pension mandates, as domestic funds rarely engage directly with digital assets. The strategy involves allocating roughly 1% of total assets to crypto through passive funds managed by major hedge funds, rather than direct holdings.

The asset allocation framework is set to shift from a structure of 80% yen and 15% US dollars in fiscal year 2025 to a more diversified mix in fiscal year 2026. The new model reduces yen exposure to 70%, adds 10% in developed market currencies, and assigns the remaining 5% to emerging market currencies, gold, and crypto assets. Ai Kuchi, the fund's executive director, cited the potential weakening of the US dollar's global benchmark status as a primary driver for reducing USD holdings. He emphasized that Bitcoin exhibits near-zero correlation with the US dollar index, positioning it as an effective hedge against currency depreciation and inflationary pressures.