SPOT BITCOIN ETF: WHAT IS IT & IS IT RIGHT FOR YOU?
In this article, we dig into the detail to cover several questions and comments that have been coming up. The goal is to arm you with a depth of resources that you can come back to and, ultimately, establish a framework that may help you assess whether a spot bitcoin ETF is right for you. The first section provides an overview of a regular ETF and a spot bitcoin ETF. The second section reviews the costs and risks for a bitcoin ETF and a bitcoin bought outright. The final section provides a decision tree.
Bitcoin Self Custody 101
The intention of this article is to explain what bitcoin self custody is, why you may consider self custodying your bitcoin, and the most critical items you should consider when implementing self custody.
Does Bitcoin Make Retirement Planning Obsolete?
For retirement planning with bitcoin, traditional methodologies face a paradigm shift due to the unique characteristics of the asset.
Bitcoin’s Place in the Evolving Financial Landscape
Bitcoin’s journey is emblematic of the broader evolution of money and finance. It presents a fascinating case study of technology’s ability to disrupt established systems, and whether one chooses to invest in Bitcoin or not, its impact on the future of finance is undeniable. For my clients and colleagues, I recommend a posture of informed curiosity, open-mindedness, and cautious engagement with this emerging asset class.
Privacy on Bitcoin
The unfortunate reality of this privacy, however, is that most people that are using bitcoin, do not have it. When you sign up for an account on an exchange to buy bitcoin, you give the exchange all of your personal information, this process is called KYC or Know Your Customer.
Bitcoin’s ESG Benefits for a Sustainable Future
Despite its initial critics, Bitcoin is continuing to establish itself as a transformative force with significant environmental, social, and governance benefits.
Bitcoin Is Not a Financial Plan…But It Should Be Part of It
Bitcoiners, consider the whole that the bitcoin piece fits into. Trad-fi community, take a close look at the puzzle piece that bitcoin is. When informed by a clear vision and with all the pieces on the table and being worked out and connected, that is when true financial planning is taking place and the full picture is able to be realized.
The Greater Fool Is the One Not Holding Bitcoin
An ill-informed person might examine bitcoin and conclude that all they see is volatility, limited history, wasteful energy consumption, lack of intrinsic value, and regulatory concerns.
Bitcoin is More Than an Asset Allocation Decision
As a Financial Advisor who uses bitcoin, the most common question I receive is “what position size do you recommend?” Considering bitcoin as a mere position in an asset allocation portfolio, while it has its place, is incomplete.
Bitcoin is Money
Critics often say bitcoin is not a good store of value because it has 70-90% drawdowns in purchasing power over short periods of time. Short term performance, however, is not a good indicator whether an asset will be a long-term store of value.