Famous financial advisor Rick Edelman argues that institutional clients should invest 10% to 40% of their portfolio in cryptocurrencies. His company manages $300 billion, making this a highly influential statement.
Some point out that the recent trend of listed companies acquiring BTC is a typical asset bubble. However, Edelman's strong support could offset these concerns and allow new capital to flow into Web3.
Edelman's Cryptocurrency Investment Advice
Traditional finance and the cryptocurrency industry have maintained an uneasy relationship for a long time, but it is gradually improving. Companies worldwide are following MicroStrategy's strategy and purchasing BTC and other assets in large quantities.
Today, famous ETF analysts mentioned that one of the biggest advisors in traditional finance is strongly supporting cryptocurrency investment:
.@ricedelman, who founded $300bil investment advisory firm Edelman Financial Engines…
— Nate Geraci (@NateGeraci) June 30, 2025
Recommends *40%* crypto allocation for aggressive investors.
10% for conservative.
Says owning crypto is no longer a speculative position; failing to do so is.
Look at these takeaways. pic.twitter.com/OB5N5c6cAQ
Edelman's recommendation shocked many ordinary observers. He essentially argues that cryptocurrencies are valuable enough that clients cannot ignore them and that fund managers have a fiduciary responsibility to invest in them.
Since when has a 10% cryptocurrency allocation in hedge funds been considered a "conservative" position?
Nevertheless, many cryptocurrency native readers may wonder about Rick Edelman's actual relevance. Another famous ETF analyst, Eric Balchunas, was surprised to hear Edelman's message. He compared Edelman's message to BlackRock's famous cryptocurrency conversion:
"This is the most comprehensive support for cryptocurrencies in the traditional financial world since Larry Fink. This person is a registered investment advisor (RIA). He manages $300 billion for 1.3 million customers and regularly appears on Barron's top financial advisor list," he claimed.
This is high praise. BlackRock was not cryptocurrency-friendly for years, but the Bitcoin ETF has become one of the most successful products. Therefore, major financial advocates changing their stance on digital assets is not new.
Meanwhile, Edelman's fund manages $300 billion. Can he realistically direct more than 25% towards Bitcoin investment? If he is fully committed to this strategy, how many competitors might follow?
In any case, the market is already preparing for a surge in cryptocurrency investment. Cryptocurrency stocks perform better than most altcoins and are having a significant impact on the DeFi ecosystem.
Skeptical voices are increasingly growing. Therefore, the highest level of trust indication can maintain momentum.
However, this momentum may not apply to altcoins. Balchunas claimed that Edelman was trying to deliver a simplified message by discussing cryptocurrency investment rather than Bitcoin.
Objectively speaking, BTC accounts for the majority of corporate purchases. Almost 90% of fund investments are in BTC, and it is likely to remain the preferred asset for now.
