Bitcoin in Model Portfolios: How a Professional Wealth Manager Allocates to Bitcoin
San Francisco • Apr 27, 2025In this fireside chat, iSectors CIO John Koch and Bitwise CIO Matt Hougan explore how bitcoin fits in an investment portfolio. Drawing from Bitwise’s extensive market analysis, they discuss key topics such as determining the right allocation size, the optimal timing for rebalancing, and how bitcoin has historically influenced portfolio performance across various market cycles. The session provides actionable insights for investment professionals on how to integrate bitcoin into their strategies and present it effectively to clients.
Bitwise Asset Management is a global crypto asset manager with more than $15 billion in client assets and a suite of over 30 crypto investment products spanning ETFs, separately managed accounts, private funds, hedge fund strategies, and staking. The firm has an eight-year track record and today serves more than 4,000 private wealth teams, RIAs, family offices and institutional investors as well as 15 banks and broker-dealers. The Bitwise team of over 100 technology and investment professionals is backed by leading institutional investors and has offices in San Francisco, New York, and London.
