Investing Ideas
When your clients want to talk bitcoin, here’s what to know
As the cryptocurrency matures, investors want to have a better understanding of it. Here are 7 things to inform those conversations
Key Takeaways
- Bitcoin matured as part of the cryptocurrency asset class in 2024, which has brought about fresh interest from both retail and institutional investors.
- That said, bitcoin’s volatility has caused many advisors to be cautious about introducing it in client portfolios.
- Since many clients will likely want to talk about bitcoin with their advisors, it’s worth knowing that bitcoin’s historical volatility has been declining, contributing to better risk-adjusted returns.
- As bitcoin continues to mature, the four-year boom-and-bust cycle that has played out for this asset since 2011 may moderate.
- With the above in mind, we prepared a short list of seven things advisors should to know about bitcoin.
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When your clients want to talk bitcoin, here's what to know
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