Navigating the Crypto Shift: How Advisors Are Approaching Crypto Assets in 2025 – Bitwise Asset Management – 1.29.25

Overview:
Title: Navigating the Crypto Shift: How Advisors Are Approaching Crypto Assets in 2025
Date: Wednesday, January 29, 2025
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

With institutional demand for crypto assets on the rise and a pro-crypto administration coming in, now is the time for financial advisors to build their crypto strategy.

In this upcoming webinar, Bitwise Asset Management reveals how advisors are thinking about this asset class with findings from their latest survey, “The Bitwise 2025 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.”

Explore your peers’ attitudes toward crypto, understand the emerging opportunities, and position yourself at the forefront of this financial transformation. Don’t miss this chance to unlock the potential of crypto assets for your clients and your practice.

Topics will include:

  • Which will be bigger in five years, Bitcoin or Ethereum?
  • How the election impacted advisors’ views on crypto
  • Will the U.S. establish a strategic Bitcoin reserve in 2025?
  • How advisor clients are investing in crypto—and where the business opportunity lies
  • Where advisors think the price of bitcoin is headed in the next year
  • Other timely and actionable insights from the 2025 survey

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Carlie Donovan Carlie Donovan Head of Intermediary Bitwise Asset Management

Carlie Donovan is Head of Intermediary at Bitwise Asset Management, where she oversees relationship management across Bitwise’s growing client base. In her role, Carlie works closely with Bitwise Regional Directors and Regional Consultants to assist advisors in navigating and understanding the evolving opportunities in crypto.

Before Bitwise, Carlie spent more than a decade in a variety of senior sales roles at Natixis, one of the world’s largest asset managers. There, she managed the firm’s sales channels, spanning independent RIAs, wirehouses, and institutions, with a focus on people management and strategy. Carlie holds a B.A. in Physics and Philosophy from Colby College and an MBA from UNC Kenan-Flagler Business School. In her free time, she enjoys spending time with her family, hiking, golfing, and crossword puzzles.
Juan Leon Juan Leon Senior Investment Strategist Bitwise Asset Management

Juan Leon is the Senior Investment Strategist at Bitwise Asset Management where he helps lead research, product and strategy development, fund and index management, and supports sales and client relationships. Prior to Bitwise, he was a Portfolio Manager at U.S. Global Investors where he managed equity and fixed-income funds and designed quantitative investment strategies. Before that, Juan was a Financial Analyst at Rackspace Technology where he contributed to financial planning and analysis. He is a graduate of Trinity University, where he double majored in Political Science and Economics. Juan also earned the Chartered Financial Analyst designation from the CFA Institute.
No Advice on Investment; Risk of Loss: Prior to making any investment decision, each investor must undertake its own independent examination and investigation, including the merits and risks involved in an investment, and must base its investment decision – including a determination whether the investment would be a suitable investment for the investor – on such examination and investigation.

Crypto assets are digital representations of value that function as a medium of exchange, a unit of account, or a store of value, but they do not have legal tender status. Crypto assets are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not currently backed nor supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies, stocks, or bonds.

Trading in crypto assets comes with significant risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks and risk of losing principal or all of your investment. In addition, crypto asset markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.

Crypto asset trading requires knowledge of crypto asset markets. In attempting to profit through crypto asset trading, you must compete with traders worldwide. You should have appropriate knowledge and experience before engaging in substantial crypto asset trading. Crypto asset trading can lead to large and immediate financial losses. Under certain market conditions, you may find it difficult or impossible to liquidate a position quickly at a reasonable price.

The information herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice, or investment recommendations. You should consult your accounting, legal, tax or other advisors about the matters discussed herein.