CoinShares for financial advisors
Your hub for navigating digital assets with confidence. Access guides and client-facing tools — everything you need to advise on crypto with clarity.
The materials on this website or any third-party websites accessed herein are not associated with and have not been reviewed or approved by: (i) Valkyrie Funds LLC dba CoinShares, its products, or the distributor of its products, or (ii) CoinShares Co., its products, or the marketing agent of its products.
Market intelligence
Understand your clients and your peers
What do other advisors really think about crypto? And what are your clients expecting from you? These two surveys deliver unique insights to guide your strategy
Build your expertise
Go deeper on digital assets
Bitcoin guide
Bitcoin is an alternative money system and a new investment. At CoinShares, we simplify your Bitcoin journey.
Discover key insights about bitcoinBitcoin mining guide
What do you really know about bitcoin mining? While it offers exciting opportunities, it’s also surrounded by confusion and misinformation.
Find out more about Bitcoin miningCrypto in a diversified portfolio
Discover how digital assets interact with equity and bond allocations in a portfolio, correlation dynamics, and the case for long-term strategic exposure over short-term positioning.
Explore portfolio allocationAnticipate client concerns
before they arise
Clients’ conversations
Answer any crypto question with authority
Clear, jargon-free explanations of Bitcoin, Ethereum, staking, blockchain, and more - so you can engage clients on their terms without compromising your credibility.
Position yourself as a proactive advisor
Stay ahead of the curve by understanding the latest market trends, institutional adoption, and regulatory shifts. Your ability to educate clients today builds trust for tomorrow.
Integrate crypto into portfolios with care
Allocation strategies, risk parameters, and performance benchmarks to help clients diversify with appropriate sizing, backed by CoinShares research and independent data.
Advisors’ crypto brief
Hear from your peers
Cut through the noise. In this exclusive video series, five seasoned financial advisors address real concerns from the field — from regulation to client conversations — using the language and context you know best.
Learn moreYour digital assets concerns
with Anna N’Jie-Konte
Anna tackles the biggest myths and fears around crypto. Learn how to frame risk, explain volatility, and answer tough client questions with confidence.
Learn morePortfolio integration
with Alex Chalekian
How can crypto complement a traditional portfolio? Alex shares practical strategies to incorporate digital assets as a diversifier — without overexposure.
Learn moreTalking to clients
with Tyrone Ross
From skepticism to curiosity — Tyrone shows you how to lead conversations around crypto that meet clients where they are and build long-term trust.
Explore CoinShares’ range of regulated crypto investment products — designed for transparency, cost-efficiency and ease of access.
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