Scanned Odaily: Bitwise partners with wealth management platform Vise to embed crypto models directly into the adviser’s regular portfolio construction workflow—covering over 135,000 accounts on Vise with platform assets exceeding $140 billion; Bitwise’s own managed customer assets are also over $9 billion.
The models are divided into two categories: “core” and “thematic.” The underlying layer is crypto thematic ETPs selected by Bitwise. The key change is that, previously, crypto was mostly managed as a separate ledger; now it will be placed alongside clients’ stocks, fixed income, and alternative assets within the same family-portfolio framework. Rebalancing and tax-loss harvesting will follow the same cadence as other asset classes, so RIA firms no longer need to treat crypto as an isolated business unit.
For third-party model portfolios, tracked scale grew from about $400 billion between 2023 and 2026 to over $930 billion—crypto is shifting from a “separate add-on” to a standard component in the adviser’s toolbox.
$BTC #加密ETF #Asset management
The models are divided into two categories: “core” and “thematic.” The underlying layer is crypto thematic ETPs selected by Bitwise. The key change is that, previously, crypto was mostly managed as a separate ledger; now it will be placed alongside clients’ stocks, fixed income, and alternative assets within the same family-portfolio framework. Rebalancing and tax-loss harvesting will follow the same cadence as other asset classes, so RIA firms no longer need to treat crypto as an isolated business unit.
For third-party model portfolios, tracked scale grew from about $400 billion between 2023 and 2026 to over $930 billion—crypto is shifting from a “separate add-on” to a standard component in the adviser’s toolbox.
$BTC #加密ETF #Asset management
