Bitcoin’s evolution from curiosity to cornerstone reflects both the promise and the paradox of modern finance. Whether it belongs in a portfolio is a different matter – one that depends less on markets than on mindset. Many publicly traded companies already have Bitcoin exposure, including those in popular equity indices. Whether such exposure is sufficient is not clear-cut. It requires a conversation grounded in facts and centered on the investor’s long-term goals.
At Callan Family Office, our decisions sit at the intersection of a deep understanding of each client’s objectives and our views of the market. We avoid being prescriptive – doing so would be both presumptuous and counter to who we are. Instead, we remain open-minded about how a desire for Bitcoin exposure might be expressed.
At the same time, we are risk managers. Should Bitcoin be owned directly, we would ensure appropriate guardrails are in place. While a digital transformation is reshaping the tools of finance, it does not negate its enduring truths. Scarcity still matters, and it underpins Bitcoin. So does prudent risk management. An enduring approach must respect both.
For our latest insights, please read our Special Report on Bitcoin.