We provide financial advisors with quarterly Bitcoin due diligence reports, so they can be the reliable expert clients need to understand, protect and grow their AUM with the emerging dominant global asset.
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Policy, Regulation, Enforcement
Compliance
Unveils the shifting legal, regulatory, and political terrain of Bitcoin, spotlighting risks, ethics, and industry moves to keep advisors and firms ahead of compliance demands.
Explores groundbreaking innovations, ecosystem expansions, and forward-looking developments shaping Bitcoin’s transformative role in finance and technology.
Monthly curated reports produced for financial advisors to be able to understand and effectively communicate with clients about Bitcoin and digital assets.
"Selfishly as a financial adviser this represents the greatest business building opportunity of the decade because most advisers don't know anything about Bitcoin. Even fewer are engaging with clients about it and yet 20% of US households own it. So you have clients who own this and they want your advice.
They want to do it simpler, easier, faster, cheaper and safer. You can show them how to do that and that means more clients for you, more AUM for you, more referrals for you, if you'll simply embrace rather than ignore this new tech."
"Investment strategies for Family Offices have been unchanged for a generation until Bitcoin. Financial advisors seek alternative investments that can provide performance without direct correlation to risk assets.
There is $900 trillion in analog assets. 0.1% is currently digital. Bitcoin is the digital transformation of capital, property, money, matter and energy. The best investment is something everyone needs, no one can stop, and few understand."
Bitcoin For Corporations, May 2024
Michael Saylor
Chairman, Strategy | 500,000+ BTC
"I believe it goes up if the world is frightened, if the people have fearful geopolitical risks, they're fearful of their own risks. It's no different than what gold represented over thousands of years. It is an asset class that protects you."
"Unlike gold where we manufacture new gold, we're almost at the ceiling of the amount of Bitcoin that can be created. What we're trying to do is offer an instrument that can store wealth."
NASDAQ, January 2024
Larry Fink
CEO, BlackRock | $11 Trillion AUM
"Unlike anything we have seen before, Bitcoin is a true technological breakthrough, as there now exists an effectively unalterable, automated and transparent global ledger network with decentralized governance enabling the transfer of property rights through time and space without human permission or the possibility of confiscation."
What is the intrinsic value of that? No one can say precisely, but my view is that it’s many multiples of its current $1.5 trillion market capitalization in a world of fiat governance systems fast approaching one quadrillion dollars of capital."
MillerValue, June 2024
Bill Miller IV
Chairman & CIO, Miller Value Partners | $1.7 Billion AUM
Everyone's heard of it. No one understands it. We help you win with it.
