Understanding the Urgency of Crypto for Advisors with Christopher King

Orion's The Weighing Machine

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3y ago 37:46

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In today’s episode, Rusty and Robyn talk to Christopher King, Founder and CEO of Eaglebrook Advisors.

Christopher King is a seasoned financial advisor who’s based in Jersey City, New Jersey. Together with his team at Eaglebrook Advisors, they provide digital asset-focused investment management solutions to wealth managers, RIAs, private banks, and institutions.

Chris talks with Rusty and Robyn about the role of bitcoin as an emerging store value, why advisors need to educate themselves around crypto, and some brilliant strategies on why to use crypto as a portfolio diversifier.

“We’re seeing from an advisor’s perspective that understanding how Bitcoin and crypto work from an education perspective is a now defense as opposed to offense. Advisors need to talk about it articulately to their clients—or their clients are gonna go somewhere else.” ~ @cjking711

Main takeaways

Bitcoin is an emerging store value, comparable to gold, even with its extreme volatility. This blue-chip asset satisfies Paul Tudor Jones’ four characteristics of a store value: trustworthiness, liquidity, portability, and purchasing power.
Advisors need to talk about crypto investing articulately to their clients. They need to be informed and updated with how crypto is changing the investment landscape.
There are 3 (+1) talking points for advisors when clients are looking into adding crypto to their portfolios. And, in terms of position sizing, a 3-4% slice of a client’s portfolio can be allocated to crypto.

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