Scaling into Bitcoin

Co-CEO and President of The Real Wealth Coterie, a wealth management and Registered Investment Advisor (RIA) firm, and founder of Lazetta & Associates, a business consulting firm, Lazetta Braxton is a respected financial strategist with significant entrepreneurial experience, acclaimed by numerous industry awards. A strong advocate of financial empowerment, she partners with CoinShares to explain why Bitcoin should be considered a fundamental part of personal financial strategy.

The legitimacy of Bitcoin is underscored by moves from major Wall Street firms. Morgan Stanley, Merrill Lynch, Wells Fargo, and JP Morgan Chase have introduced Bitcoin ETF access for select clients. Public institutions, like the State of Wisconsin Investment Board, have disclosed multi-million-dollar spot ETF positions. Asset managers are rolling out regulated Bitcoin products for traditional brokerage platforms, and U.S.-listed ETFs have seen over $60 billion in cumulative net inflows since their January 2024 launch. Backed by actual Bitcoin in custody, these ETFs offer compliant, insurable, and scalable exposure, making Bitcoin integration more accessible for advisors and institutions alike

Lazetta Braxton emphasizes the importance of Bitcoin ETFs and how they’re reshaping access and perception.

Key takeaways:

• Bitcoin ETFs provide compliant, insured, and traditional access to digital assets.

• Major financial institutions are embracing crypto exposure.

• Institutional adoption signals long-term credibility.