CRYPTO ANALYSIS AI
Portfolio Crypto Allocation
Strategic crypto allocation advisory
Structured advisory on crypto portfolio allocation—how much, which assets, and how to manage risk for your specific situation.
How it works — and what you walk away with
Adding crypto to a portfolio is easy. Adding it intelligently is hard. How much exposure is appropriate? What's the right mix of BTC, ETH, and altcoins? How do you manage the volatility without panic selling at the bottom?
Our Portfolio Crypto Allocation service provides a structured framework for crypto investing tailored to your risk tolerance, time horizon, and existing portfolio. We don't just tell you what to buy—we help you understand why, how to size positions, and how to manage risk through market cycles.
This isn't about maximizing returns at any cost. It's about building crypto exposure you can stick with through 50% drawdowns without making emotional decisions that destroy returns.
What you get
Allocation Recommendation
Detailed recommendation for crypto allocation percentage and asset mix
Implementation Roadmap
Step-by-step plan for building positions including entry strategy and timing
Risk Management Framework
Documented rules for position sizing, rebalancing triggers, and risk limits
Ongoing Check-In
One follow-up session to review implementation and adjust based on questions
What's included
Risk Assessment
Evaluate your risk tolerance, time horizon, and existing portfolio to determine appropriate crypto allocation
Allocation Framework
Structured approach to sizing BTC, ETH, and altcoin positions based on your goals
Custody Recommendations
Guidance on self-custody vs. institutional custody options based on your situation
Rebalancing Strategy
Rules-based framework for portfolio rebalancing through market cycles
Risk Management Plan
Position sizing rules, stop-loss frameworks, and volatility management strategies
Tax Considerations
Overview of crypto tax implications and tax-efficient strategies (consult a CPA for specific advice)
Who this is for
TradFi Crossover Investors
Stock/bond investors adding 5-15% crypto allocation who need guidance on entry
Family Offices
Multi-generational wealth looking for defensible crypto allocation framework
RIAs & Wealth Managers
Advisors helping clients with crypto exposure who need research support
Frequently asked questions
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Ready to start Portfolio Crypto Allocation?
Share your situation and Crypto Analysis AI will scope it with you — takes about two minutes.