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You Should Own 40% Crypto in Your Portfolio: $300B Finance Advisory Firm Founder Says

2025-07-01 07:26:36

You Should Own 40% Crypto in Your Portfolio: $300B Finance Advisory Firm Founder Says

Main Idea

Investment advisor Edelman suggests a significant allocation of assets to crypto, with aggressive investors holding up to 40%, moderate 25%, and conservative 10%, citing market trends and regulatory changes.

Key Points

1. Edelman Financial recommends aggressive investors allocate 40% to crypto, moderate 25%, and conservative 10%.

2. A passive market-weighted index of all asset classes would have 3% crypto allocation for 15 consecutive years.

3. Edelman cites the growth of stablecoins, regulatory changes, and supply-demand dynamics as reasons for a bullish crypto outlook.

4. Over $20 billion has been invested in spot Bitcoin ETFs, with more than 70 crypto ETF proposals pending SEC approval.

5. Bitcoin could potentially reach $500,000, according to Edelman's analysis.

Description

“The traditional 60/40 stock-bond allocation model is dead,” declared Edelman in a new paper released on June 30. He added that owning crypto is no longer a speculative position, but “failing to do so is.” The founder of the $300 billion investment advisory firm, Edelman Financial Engines, made the dramatic recommendation suggesting that aggressive investors should hold up to 40% of their assets in crypto, 25% for moderate, while conservative investors should allocate 10%. You need to plan on li...

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