As digital assets gain broader adoption, advisors are reassessing whether cryptocurrencies should still be classified as alternative investments or viewed as an emerging portfolio sleeve alongside traditional markets. This session explores how advisors can model crypto’s risk-return profile, evaluate volatility, correlation, liquidity, custody, and regulatory considerations, and determine appropriate allocation frameworks within diversified portfolios. This session will examine whether widespread usage diminishes crypto’s “alt” status or whether its structural risks and market behavior warrant continued caution, while also discussing portfolio construction best practices, client education strategies, and what the future of digital asset markets may look like as institutional adoption, regulation, and product innovation continue to evolve.
