Rate hike fears surge on geopolitics, but policy shift may be overstated. Bitcoin shows resilience, while mining pivots to AI and regulation turns more pragmatic.
Articles
Digital assets: how to get exposure to the stablecoin economy
Stablecoins underpin crypto market infrastructure, settling trillions annually. Understanding how they work, and which blockchains power them, informs client conversations.
Altcoins driving the new blockchain economy: beyond Bitcoin exposure
The blockchain economy has evolved. Ethereum powers institutional infrastructure; Solana leads payments. For advisors, matching client goals to networks matters.
Tokenisation explained: how blockchain is reshaping asset ownership
Tokenisation turns ownership rights into programmable digital tokens. With nearly $19bn now on-chain and growing fast, advisers must understand how it works.
Bitcoin and Ethereum: different by design, complementary in portfolios
Clients often group all digital assets together. It is a mistake. For advisors, being able to understand their differences is essential to explaining how to allocate them.
The fundamental investment case for bitcoin: beyond market narratives
Bitcoin has no cash flows or earnings. Its investment case rests on monetisation- the idea that its use as money will grow over time. Here’s a framework for advisers.
Bitcoin strengthens as geopolitical uncertainty takes hold
Since the Iran crisis, Bitcoin is up 10% while equities fell. CoinShares Research argues geopolitics is replacing monetary policy as the key driver.
Bitcoin: geopolitical resilience and institutional reset
A de-risked market structure, $1B in institutional inflows at peak stress, and Bitcoin’s self-custody properties combine to build a credible macro hedge narrative.
What Solana represents: a high-speed infrastructure play for portfolios
Solana processes thousands of transactions per second at minimal cost. For advisers, understanding its use cases- payments, DeFi, tokenisation- explains its portfolio role.
Building a crypto allocation: how to position bitcoin and other digital assets together
Altcoins can complement Bitcoin and Ethereum exposure, but sizing matters. Here’s how advisers can approach allocation within a diversified digital asset portfolio.
Beyond Bitcoin: why optionality matters in digital asset portfolios
Beyond Bitcoin and Ethereum, altcoins offer exposure to specific blockchain applications. For advisers, they represent optionality.
Ethereum explained: the investment case beyond Bitcoin
Ethereum powers smart contracts, DeFi, and tokenised assets. For advisers, understanding what it does—and how it differs from Bitcoin—shapes portfolio conversations.
Bitcoin valuation: a framework for professionals
Bitcoin lacks earnings or cashflows, but valuation isn’t impossible. From scarcity models to adoption curves, here’s how analysts approach the question of what it’s worth.
A small Bitcoin allocation can strengthen your clients’ portfolios
Bitcoin’s correlation with traditional assets tends toward zero over longer horizons. For advisers, the diversification case rests on data, not speculation about future prices.