Financial advisors are increasing crypto allocations in client portfolios, moving beyond treating Bitcoin as a mere speculative asset. According to a Bitwise and VettaFi survey, nearly half of advisors with crypto exposure now allocate between 2% and 5%, with some exceeding 5%. Major institutions like Fidelity Institutional, Morgan Stanley, and Bank of America are providing allocation guidance, viewing crypto as a risk-managed asset class. Research suggests that Bitcoin allocations within the 2% to 5% range can improve retirement outcomes. Volatility and regulatory uncertainty remain concerns, but a subset of advisors are building larger positions, signaling a shift towards treating crypto as more than just a satellite holding.

Financial advisors are increasing crypto allocations in client portfolios, moving beyond treating Bitcoin as a mere speculative asset. According to a Bitwise and VettaFi survey, nearly half of advisors with crypto exposure now allocate between 2% and 5%, with some exceeding 5%. Major institutions like Fidelity Institutional, Morgan Stanley, and Bank of America are providing allocation guidance, viewing crypto as a risk-managed asset class. Research suggests that Bitcoin allocations within the 2% to 5% range can improve retirement outcomes. Volatility and regulatory uncertainty remain concerns, but a subset of advisors are building larger positions, signaling a shift towards treating crypto as more than just a satellite holding.