In-Kind Unlock: How In-Kind Transfers to Bitcoin ETFs Can Help Advisors Attract Held-Away Assets
San Francisco • May 5, 2026The SEC’s approval of in-kind creations and redemptions for crypto ETFs could be a major business unlock for advisors. Clients holding crypto assets with embedded capital gains can potentially bring those assets to their advisors’ practice through a tax-free, in-kind transfer to a crypto ETF.
In this session, Bitwise President Teddy Fusaro and CIO Matt Hougan covered the essentials of this opportunity:
How it works and why the ETF structure matters
The potential impact—financially and operationally—for advisors and their clients
How Bitwise can help
Practical next steps for advisors
Bitwise Asset Management is a global crypto asset manager with $11 billion in client assets and a suite of over 70 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 5,000 private wealth teams, RIAs, family offices and institutional investors as well as 21 banks and broker-dealers. The Bitwise team of over 200 technology and investment professionals is backed by leading institutional investors and has offices in San Francisco, New York, and London.
