Understanding Bitcoin's Role in Modern Portfolios
- Jay Coulter, CFP®, CIMA®
- Dec 8, 2025
- 2 min read
Insights from the Resilient Advisor Podcast with Matt Hogan
Understanding Bitcoin's Role in Modern Portfolios
Key Themes:
The growing acceptance of digital assets
Understanding Bitcoin’s unique value proposition
Strategies for effective portfolio management
The Shift in Digital Assets
Digital assets have transitioned from niche investments to staples on institutional balance sheets. As Matt Hogan emphasizes, “Investors can ignore the noise, but they cannot ignore the client demand.” This shift highlights the importance of understanding Bitcoin's value for financial advisors.
The Value of Bitcoin Explained
Bitcoin's worth is often questioned due to its volatility and lack of cash flow. Hogan discusses how Bitcoin functions as a service, allowing individuals to store wealth independently, saying “If you think of it as a service, it starts to make sense why it has value.”
Scarcity and Utility: Key Drivers
Hogan elaborates on Bitcoin’s scarcity, noting, “There’s only 21 million Bitcoin, and the world has decided this is a high-quality store of value.” This scarcity, combined with its potential utility in a multipolar currency world, strengthens its position in a diversified portfolio.
Best Practices for Advisors
The discussion touches on optimal holding periods and rebalancing strategies. Hogan notes, “There’s never been a three-year period where it didn’t boost your absolute and risk-adjusted returns,” emphasizing the importance of a long-term view.
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