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Bitcoin spot ETFs were approved in 2024 and now hold hundreds of billions. Is it time to add BTC to your portfolio?

The Investment Thesis

Digital gold: fixed 21M supply, censorship-resistant, institutional adoption growing. Market cap context matters more than price.

Portfolio Sizing

Most advisors suggest 1-5% for those who choose to include it. Volatility means small allocations can have outsized impact. Use DCA in crypto to manage entry risk.

Tax Rules in 2026

New Form 1099-DA from brokers. Short-term gains taxed as income. Long-term (12+ months) at 0/15/20%. Secure your holdings with a proper crypto wallet.

Read: Bitcoin Beginner’s Guide.

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