A CoinShares bitcoin ETF education series is giving financial advisors a structured way to get up to speed on digital assets, and a companion guide now makes that content available in a condensed, readable format.
The series, called “Digital Assets: The Advisors’ Brief,” features five advisory professionals covering the practical, regulatory, and client-facing challenges of integrating cryptocurrency into portfolios, according to the report.
The content aims to bridge the gap between what clients are asking for and what advisors are prepared to discuss. Professional investors held over $27 billion in spot bitcoin ETF assets as of early 2025. This figure underscores why advisors can no longer avoid the conversation, per a cited 2024 Coinbase report.
Henri Arslanian, co-founder of Nine Blocks Capital Management and former PwC Crypto leader, opens the series by arguing that bitcoin has evolved from a fringe asset to a strategic reserve holding now discussed at the sovereign level, according to the report. He contends the question among investors has shifted from “Why Bitcoin?” to “Why not Bitcoin?”
Anna N’Jie-Konte, CEO of Poder Wealth Advisors, addresses common client concerns like volatility and environmental impact. She notes that bitcoin’s price swings declined from 80% in 2017 to below 50% by 2020. A 2024 study found its volatility is now comparable to large-cap tech stocks like Tesla or Meta, according to data from Bloomberg and CoinShares.
On the environmental side, the report cites the Cambridge Digital Mining Industry report. It notes that over 52% of bitcoin mining power came from renewable sources in 2024. Additionally, the network consumed 138 terawatt-hours of energy that year, or roughly 0.54% of global energy use.
How to Add Bitcoin ETF Exposure to Client Portfolios
Alex Chalekian, founder and CEO of Lake Avenue Financial, outlines how advisors can approach allocation decisions, according to the report. Conservative bitcoin positions typically range from 1% to 5% of a portfolio, with regular rebalancing needed given the asset’s volatility.
Lazetta Braxton, Co-CEO of The Real Wealth Coterie, adds that advisors who ignore digital assets risk losing multi-generational client relationships. This is especially true as younger investors expect modern, tech-forward financial guidance, according to the report.
Tyrone Ross, CEO and co-founder of Onramp Invest, closes the series by focusing on client communication. He recommends a minimum five-year holding period for bitcoin to manage volatility and advises proactive monthly outreach to maintain client trust during price swings, according to the report.
The companion report is available here.
For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.
