Comment: in terms of traditional performance, we look good. In doubling the account each year, we are in our fourth-year. Starting with $1,000 in July of 2022 we hit our goal in the first year of $2,000. We hit the second goal of $4,000 at the end of our first two-years. It took us about 15 months to hit our three-year goal of $8,000 (October ’25). The price sell off of Q$ ’25, in what we own, set us back to Continue reading
Several large financial firms have recommended holding more than 0% of Bitcoin in asset allocation models, typically in the range of 1% to 4%, depending on the investor’s risk tolerance. Firms like BlackRock, Morgan Stanley, Bank of America, and Fidelity Investments have provided specific guidance on incorporating Bitcoin into diversified portfolios.
Institutional Bitcoin Allocation Recommendations
Major financial institutions generally recommend a modest, conservative allocation to Bitcoin, acknowledging its high volatility while also pointing to its potential diversification benefits and long-term growth prospects.
Financial Firm |
Recommended Allocation |
Publication Date |
Bank of America |
1% to 4% |
December 2025 |
Morgan Stanley |
2% to 4% (for growth portfolios) |
October 2025 |
Fidelity Investments |
2% to 5% (up to 7.5% for younger investors) |
March 2024 |
BlackRock |
1% to 2% |
Early 2025 |
Morgan Stanley Takes Crypto Mainstream in 2026
Morgan Stanley is actively pursuing the launch of spot Bitcoin (BTC), Solana (SOL), and Ethereum (ETH) Exchange-Traded Products (ETPs)/ETFs in 2026, filing for these with the SEC in early January 2026, alongside plans for crypto trading on their E*Trade platform and a new digital wallet, signaling a major move into regulated crypto for the firm and broader institutional adoption. Continue reading
Two Crypto companies have applied to establish Bittensor (TAO) ETFs.
These two companies are
This is new buying/sponsorship coming into the thinly traded altcoin – Bittensor (TAO)*
Bittensor, the altcoin, and the three DATs (digital asset treasuries) below are tiny companies with very small number of shares outstanding. They are illiquid traders. What nakes the attractive is that the market caps of the three DATs is close to the value of its current holdings of Bittensor. In addition the valadation/staking return on the Bittensor held is apx 14% annually. Therefore, the TAO DAT companies are a very good proxy for owning the altcoin TAO. The revenue gives these three companies immediate cash flow revenue at a high rate of return from valadation/staking Continue reading
II: AI drives down inflation because it is more efficient than the current processes. Continue reading
LOTM: David Morgan is recognized as a leading, no-BS expert in silver. This interview discusses the current move in silver, what is BS news, and what is really happening in the physical silver market, and how he manages his position through parabolic price moves such as we have now in silver. Continue reading
