Crypto Advisors has changed. Sarah Morton is the new editor for this newsletter. Imagine me as a tour guide for your ongoing journey through the crypto ecosystem. I curate relevant, timely and thought-provoking material as well as answering pressing questions from clients. Why me, first?

I began my learning journey in the crypto world more than six-years ago. I was attracted to the blockchain technology and the opportunities that were created by the digital currency (aka “crypto”) in the finance industry. I co-founded MeetAmi Innovations after this journey. We work with financial professionals, advisors and other digital asset community members to better understand the challenges they face in answering questions from clients about investing in digital assets and crypto.

Subscribe to Crypto for Advisors here and receive it every Thursday.

It is clear that digital assets are of interest to current and future investors (such as cryptocurrencies, tokens and smart contracts). Larry Fink, CEO of BlackRock , said yesterday that Bitcoin could revolutionize finance. If he is right, this would increase the demand for advice from investors and financial advisors (recently polled by BCG). It’s not an easy answer.

Recent events have added to the complexity. Just in the last couple of months

A Coinbase study revealed that more than 50% of Fortune 100 companies had started crypto, Blockchain and Web3-related projects. These studies raise questions such as: How will the advancements in technology affect digital assets. How will advisors manage the complexity and rapid changes in digital assets?

Advisors can support their clients today and meet the demands of the next generation if they are equipped with a map to help them navigate the digital asset landscape.

This newsletter will help you find the right path. Crypto for Advisors shares thought leadership, answers common questions, and points to resources that will help you better understand this rapidly changing asset class.

Please reply to this message if you have any questions or topics that you would like covered in future newsletters.

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Ask an Expert


I teach financial advisors how to invest in digital assets. These are the top three questions that financial advisors ask me about digital assets.


Q: Is investing in digital assets secure? Some people have lost all their money.

You can make sure that your assets are secure by doing some research and knowing how to handle them.

Crypto and digital assets are based on the principle of self-custody. This means that I own my assets in my wallet.

We use centralized custodians, such as an exchange, to store assets on behalf of ourselves and our clients. They handle the heavy lifting in terms of technology. It’s vital that both you and your client do research on the custodian, to make sure they are not commingling assets and are solvent.


Q. Do digital assets have a real value?

Each crypto asset comes with its own investment thesis and value proposition. Bitcoin, for example, is often seen as a hedge from inflation, the government, and banks. Ether is the currency used to run Ethereum applications. Some tokens are based on cash flow.

To properly evaluate crypto assets for client portfolios, advisors need to understand the various investment theories and value drivers.


Q. What are the risks associated with investing in digital assets

We have already discussed a little about the custodial risks. The volatility of cryptocurrency can also pose allocation risks to client portfolios. This is especially true for clients who need liquidity. The tokens that represent many of the projects or protocols can carry risks which are often complex and difficult to understand.

More models and services are being developed to help assess the crypto-asset risk in relation to client portfolios.

Adam Blumberg, co-founder of Interaxis is a financial professional who is dedicated to educating them about digital assets.

Continue Reading

Are bitcoin ETFs on the way? The SEC asked for clarification from applicants but did not say “no.”

The U.K. has implemented laws for stablecoins, cryptocurrencies and other digital currencies. What countries will adopt this framework, and what lessons can we draw from it?

Web3 is a major factor in the transfer of wealth from one generation to another. There are many things to consider if you want to meet the demands of the next generation.

Pete Pachal is the editor.