In early 2025, institutional investors were already positioning for trouble ahead. A Société Générale survey showed that over 40% of institutional investors planned to increase allocations to global macro strategies. Why? Because markets were shifting, traditional diversification wasn’t working, and macro offered potential flexibility when other strategies might falter.

The White House hosted its inaugural Crypto Summit, a watershed moment signaling a dramatic shift in the U.S. government’s approach to digital assets. Spearheaded by President Trump and Crypto Czar David Sacks, the event brought together crypto heavyweights.

Too often, I find that advisors cite outdated or incorrect views about bitcoin that interfere with their ability to serve their clients' best interests. Are you guilty of this? Let's see how many of these six mistaken beliefs are stopping you from recommending bitcoin to your clients.

Bitcoin has been the best-performing asset class over the past 15 years – an asset with a market cap that has risen from zero to $2 trillion in less than 15 years. Many predict its price will rise 10-fold or more over the next decade. And yet, few U.S. investors or financial advisors own or recommend it.

Lots of clients are asking their advisors about investing in companies with bitcoin on their balance sheet. If you haven’t yet heard this question, you soon will – and that means you need to determine if your clients are better off owning the stocks of these companies (i.e. MSTR) instead of the spot bitcoin ETFs.

With P/E ratios stretched and a new administration taking office, it’s more important than ever that, as a financial advisor, you understand and effectively communicate the nuances of volatility to your clients to help them achieve their financial goals.