• A brass balance scale pan holding stacks of US coins — quarters, nickels and pennies — against a warm orange background.

    By Mary Kolesar Christopher F. Poch

    August 8, 2026

    It promises high current income with a cushion against bitcoin's wild swings. But can any dividend really be "indestructible"? A closer read of the mechanics – and the fine print – behind Saylor's newest security.

  • From Crypto Convergence

    June 16, 2026

    What’s next for crypto? Find out as Ric Edelman interviews Jim Ferraioli, Director of Crypto Research and Strategy at Charles Schwab. Jim shares his thoughts on the latest on the crypto market, including narratives you can share with clients explaining why prices have jumped from recent market lows. You’ll also get Jim’s outlook for the remainder of 2026.

  • From Crypto Convergence

    June 16, 2026

    At Crypto Convergence, Ric Edelman explains why the crypto winter situation is dire.

  • From Crypto Convergence

    June 16, 2026

    Fundstrat’s Tom Lee reveals why he’s moving to become the “Michael Saylor of Ethereum”

  • From Crypto Convergence

    June 16, 2026

    Listen in on Ric Edelman’s candid conversation with Cathie Wood, founder and CEO of ARK Invest, featuring her “Big Ideas 2026.” Cathie shared her views on bitcoin, tokenization, and what the convergence of blockchain and AI means for the global economy. Discover how you can incorporate innovation into client portfolios and get ideas you can put into action immediately with your clients.

  • Photo credit Magnific licensed by DACFP

    By Ric Edelman

    May 20, 2026

    The New York Stock Exchange is planning to launch a 24/7 trading platform for crypto trading, clearing, settlement, capital formation and data distribution. And Nasdaq is partnering with crypto exchange Kraken to offer tokenized stocks.

  • By Ric Edelman

    March 10, 2026

    Morgan Stanley’s launch of its bitcoin ETF is a huge milestone in the annals of crypto. The massive inflows on its opening day ($34 million, most likely all by Morgan Stanley clients) prove there’s massive demand among wirehouse clients and equally massive support among wirehouse reps. The successful debut of the firm’s bitcoin ETF will compel every other brokerage firm to do likewise – and when they do, they will enjoy similar success.

  • Nighttime close-up of the U.S. Capitol dome in Washington, D.C., brightly lit against a dark sky, with the American flag visible to the right. Image licenced through FreePik

    By Ric Edelman

    March 2, 2026

    The American Bankers Association posted an open letter to the U.S. Senate, signed by 3,200 bankers, demanding that the CLARITY Act prohibit stablecoins from offering yields to investors. The bankers argue that "stablecoin rewards will siphon trillions from local lending, leaving less money available for car loans, agricultural loans, mortgages, and small business borrowing that drive local economies."

  • By Ric Edelman

    February 13, 2026

    Well, here we are, in yet another “crypto winter” – a period of massive price declines. Bitcoin has fallen more than 50% from its high before rising somewhat; Ethereum, the second-largest digital asset by market cap, has fallen 60% from its high. The real carnage, though, is worse: more than 13,000 digital coins and tokens have dropped 98% from their highs – including the $TRUMP token (90% loss).

  • By Jeffrey Janson

    December 5, 2025

    Bitcoin’s split personality in 2025 has advisors facing two stories at once. Longtime holders are selling into strength while institutions, wirehouses and even states are building positions at record scale. With ETF inflows rising, regulatory hurdles falling and corporate adoption accelerating, today’s volatility reflects a broad shift in ownership rather than a breakdown in fundamentals. Here's how to explain this transition to clients and why steady allocation and rebalancing remain the right approach.

  • Abstract illustration of people interacting with digital finance icons, including a lock, dollar symbol, analytics, and user controls, representing modern financial technology and autonomy

    By Jennifer Rosenthal

    December 4, 2025

    Americans are increasingly frustrated with the costs, limits, and slow pace of traditional finance. New national research from Ipsos shows a growing desire for greater control, transparency, and security – and a willingness to explore DeFi when clear rules are in place. The findings offer important context for advisors as digital assets evolve from niche to mainstream.

  • Abstract image of blue and white arrows rising upward on a light blue background, suggesting momentum and increasing capital flows.

    By Ric Edelman

    December 3, 2025

    Two of the largest TradFi firms just opened the door to massive crypto adoption. Vanguard will now let its 50 million customers buy bitcoin, Ethereum and Solana ETFs, and Bank of America is allowing its advisors to recommend a 1-4 percent allocation. With trillions in assets behind these moves, even modest flows could meaningfully lift bitcoin’s market cap and accelerate crypto’s mainstream integration.

  • By Matt Hougan

    December 3, 2025

    In a time when governments keep piling on debt, the ability to store wealth without relying on a government, bank or other third party becomes an increasingly valuable service.

  • A gold bitcoin coin resting on a background of crumpled gold foil, symbolizing the connection between gold’s rise and bitcoin’s potential growth.

    By Matt Hougan

    October 29, 2025

    Despite record inflows from ETFs and corporations, bitcoin has trailed gold this year. But the same trends lifting gold could soon benefit bitcoin. Here’s how.

  • Illustration of one hand passing a bitcoin to another, symbolizing inheritance or transfer of digital assets.

    By Jamie Hopkins

    October 29, 2025

    As digital assets become part of everyday wealth, questions about how they’re passed on are growing more urgent. Estate planning now has to account for private keys, crypto wallets and laws governing digital access after death.

  • Illustration of a financial advisor sitting at a desk shaped like stacked digital coins, analyzing charts on a laptop, symbolizing advisors evaluating stablecoin opportunities in digital finance.

    By Jeffrey Janson, CFP, AIFA, CBDA

    October 30, 2025

    Stablecoins are becoming the on-ramp for institutions entering digital assets. With new bank partnerships and yield-bearing models emerging, advisors need to understand how these assets fit into portfolios and client strategies. Let's break down the mechanics, use cases and best practices for integrating stablecoins responsibly.

  • By Lindsay Wolf, CBDA

    October 14, 2025

    As financial advisers, our core responsibility is to act in our clients’ best interest and perform diligent research before recommending any investment strategy. In today’s rapidly evolving financial landscape, that responsibility increasingly includes digital assets.

  • By Matt Hougan

    October 14, 2025

    Our prediction: Q4 flows into bitcoin ETFs will set a record. Here are three reasons why.

  • By Yubo Li and Zach Pandl

    October 10, 2025

    Grayscale recently launched the first-ever staking spot crypto ETPs in the U.S. – a groundbreaking milestone for the future of crypto investing. But what exactly is “staking,” and why does it matter? Discover the answers as they break down how staking works, its role in securing blockchain networks and the potential risks and rewards investors should be aware of.

  • By Zach Pandl

    October 3, 2025

    Credibility is the foundation of every fiat currency. But today, in the U.S. that foundation looks increasingly fragile. Rising public debt, higher bond yields, and persistent deficit spending are raising doubts about whether the U.S. government can continue to credibly commit to low inflation.

  • Looking up at tall office buildings with a blue sky above, overlaid with floating cryptocurrency symbols, symbolizing the bridge between traditional finance and digital assets.

    By Jeffrey Janson, CFP®, AIFA®, CBDA

    October 3, 2025

    In the rapidly evolving world of digital assets, Digital Asset Treasury companies (DATs) have emerged as a unique bridge between traditional finance and cryptocurrency. For financial advisors, DATs offer an indirect way to integrate digital asset exposure into client portfolios without the complexities of direct crypto custody. Here's what DATs are, how they operate and whether they merit consideration for advisory portfolios, balancing their potential against inherent risks.

  • By Rick Lake

    September 5, 2025

    Recently, the White House issued an executive order titled: “Democratizing Access to Alternative Assets for 401(k) Investors”. The policy objective: enhance net risk-adjusted returns across $10+ trillion invested by over 90 million defined contribution plan participants. The order specified six types of alternative assets destined for 401(k) plans, including digital assets.

  • Illustration of a government-style building with four columns, representing regulation and oversight, surrounded by stacks of gold coins on both sides, symbolizing money and finance.

    By Hermine Wong

    September 4, 2025

    The GENIUS Act is the new U.S. law on stablecoins. Let’s cut through the talking points and marketing, and get down to brass tacks.

  • Illustration of a woman pointing toward a large golden bitcoin symbol in front of charts and graphs, with a laptop nearby, representing bitcoin’s role in financial analysis and portfolio strategy

    By Bitwise Asset Management

    September 4, 2025

    As bitcoin gains momentum with institutional investors, a clear, data-driven, long-term forecast is more important than ever. Bitwise’s first-of-its-kind report, "Bitcoin Long-Term Capital Market Assumptions," provides the insights investors need to understand how bitcoin could fit into portfolios over the next decade.

  • Close-up of a person writing a letter at a desk with a coffee cup, symbolizing Ric Edelman’s open message to the bitcoin community.

    By Ric Edelman

    August 28, 2025

    Too many of you have argued that fiat money gets eroded as governments and central banks print money, cut interest rates or increase deficits. You note that the U.S. dollar has lost 97% of its value in the last 100 years, and 40% since 2000.

  • By Jodie Gunzberg

    August 20, 2025

    As digital assets mature, their similarities to precious metals are striking – and their differences are just as important. Here’s what today’s market data says about their role in a diversified portfolio.

  • Illustration of four professionals at a round table analyzing digital data, with a man presenting charts and graphs on futuristic screens. Represents institutional investors evaluating blockchain and crypto strategies.

    By Ric Edelman

    July 31, 2025

    For years, I’ve been telling you that the institutions would eventually engage in crypto, and that their massive asset flows would generate significant price increases. That engagement is now underway – giving you one last chance to invest before their onslaught of investment takes crypto prices to new all-time highs. You need to act soon or you and your clients will miss this opportunity forever.

  • Stacks of bitcoin coins in front of a rising candlestick chart and glowing summer sunset, symbolizing a crypto market rally fueled by global liquidity.

    By Jake Ryan

    July 31, 2025

    While headlines focus on trade wars, the real driver of crypto markets is global liquidity. With $5 trillion added to the money supply in Q1 alone, risk assets like bitcoin and Ethereum are primed for a summer rally.

They’re Bitcoin ETPs, Not ETFs, Unless You’re a Finance Geek

Think you know the latest on bitcoin ETFs? Guess again! Dive into this short article to see why everyone’s calling them Bitcoin ETFs, when they’re really ETPs in disguise. An essential read for every savvy financial advisor.