

Financial Advisors Are All-In On Bitcoin Now | Ric Edelman
64 snips Sep 9, 2025
Ric Edelman, founder of the Digital Assets Council of Financial Professionals and a New York Times best-selling author, shares insights on the changing landscape of investment. He discusses why financial advisors are now embracing Bitcoin, noting a shift from skepticism to endorsement. Edelman also critiques the traditional 60/40 investment strategy in light of rising interest rates, promotes Bitcoin as a superior asset compared to gold, and emphasizes the need for financial advisors to adapt to new technologies and educate their clients on cryptocurrency.
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Reassess Advice When Facts Change
- Acknowledge past caution and explain that facts have changed, so your recommendation can change too.
- Re-evaluate positions as a fiduciary and present the new analysis to clients confidently.
Use Market Weights To Size Bitcoin
- Use market-cap weights as a simple passive benchmark and allocate to Bitcoin accordingly.
- For a passive approach, consider a roughly 3–4% Bitcoin allocation taken from the equity sleeve.
Longevity Kills The 60/40 Default
- Longevity changes the math: people alive in 2030 likely will live to 100, requiring more growth in portfolios.
- That argues shifting from 60/40 to an equity-heavy allocation and including crypto inside equities.