As digital assets mature, the conversation is no longer about access: it is about allocation.
In a context of heightened volatility and growing institutional participation, integrating crypto into a portfolio requires structure, discipline and clarity of purpose.
Quentin Barrou and Sina Meier from 21Shares, one of Europe’s leading crypto ETP providers, shared their perspective on how family offices and wealth managers should approach digital asset exposure today.
In turbulent markets, investor behavior diverges. Some hold through volatility, while others use corrections to progressively build exposure through disciplined cost averaging. Yet beyond tactical moves, the real question remains strategic: how much crypto should sit within a diversified portfolio and under which risk framework?
Bitcoin continues to act as the anchor of the ecosystem, with more than 20 million tokens in circulation and increasing institutional adoption. But portfolio construction requires more than selecting the largest asset. It demands clarity on risk appetite, allocation sizing and diversification between major protocols such as Bitcoin and Ethereum.
Their central message was clear: crypto remains a risk-on asset class. Allocation decisions must be grounded in discipline, long-term perspective and education.
A structured and pragmatic exchange, particularly relevant for family offices and wealth managers integrating digital assets into broader multi-asset strategies.