Key Findings from Bitwise and VettaFi Survey
A significant majority of U.S. financial advisors who have already invested in cryptocurrency portfolios intend to maintain or even increase their exposure by 2026. The 2026 Benchmark Survey, conducted by Bitwise and VettaFi, reveals that 99% of these advisors plan to continue or expand their cryptocurrency allocations. This trend indicates a growing confidence in digital assets among financial professionals, even in the face of market volatility.
Shifting Investment Strategies
The survey, which included responses from 299 U.S. advisors, highlights a notable shift in how advisors are engaging with the cryptocurrency market. A growing number are opting for direct purchases of cryptocurrencies for their clients. Specifically, 42% of advisors are now buying crypto directly for client accounts, a substantial increase from 19% in 2023. This direct involvement signifies a deeper integration of digital assets into wealth management strategies.
Furthermore, advisors are reallocating funds from traditional asset classes to cryptocurrencies. The survey found that 43% of advisors are moving money from equities into crypto, and 35% are reallocating from cash. This strategic shift is viewed as a way to potentially improve retirement outcomes, a finding that aligns with broader research on investment strategies, such as that conducted by Fidelity.
"Here's one statistic that shocked me: 99% of advisors that owned crypto in 2025 plan to increase or maintain their exposure. People have wondered what advisors would do if crypto hit a patch of volatility. We have our answer: They're planning to buy more." Matt Hougan, CEO, Bitwise Asset Management
Dominance of Bitcoin and Future Outlook
Among the cryptocurrencies being allocated, Bitcoin (BTC) remains the primary focus for advisors. While interest in other digital assets like Ethereum and Solana is also noted, Bitcoin continues to lead the way in diversification efforts within investment portfolios. This preference underscores Bitcoin's established position as a significant digital asset.
The increasing trend in cryptocurrency adoption by financial advisors is expected to spur further regulatory discussions. Concerns regarding volatility and uncertainty persist, but the overall sentiment among advisors regarding cryptocurrency's role in strategic asset allocation remains largely optimistic for the future.