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Chris King of Eaglebrook Advisors - Let’s Talk Crypto

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Manage episode 405955197 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian. Eaglebrook is an SEC registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using Eaglebrook’s Platform. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.

Key Takeaways

  • [03:20] - Chris’ professional background and what drew him to digital assets specifically?
  • [06:02] - What really drives Eaglebrook’s investment philosophy?
  • [08:08] - What is the strategic, long term reason to own crypto?
  • [12:40] - What is the investment thesis for Ethereum in particular?
  • [14:30] - Chris’ shorter term, tactical outlook for Bitcoin.
  • [19:54] - Why does Bitcoin halving take place and why is it so significant?
  • [23:30] - Chris’ thoughts on the Bitcoin market cycles.
  • [26:20] - How large might the market opportunity be for Bitcoin ETFs?
  • [30:02] - Why are a lot of advisors still choosing crypto SMAs over ETFs and what are the best use cases for each of these investment vehicles?
  • [37:51] - What is the typical allocation to crypto and how has that changed in recent years, if at all?
  • [39:08] - Are there any salient differences in what retail and institutional investors are doing with their Bitcoin allocations?
  • [41:11] - Resource recommendations for those wanting to learn more about digital assets.
  • [42:56] - Chris’ counsel for those who think that crypto is too volatile to invest in.
  • [45:42] - What is currently Chris’ favorite investment idea?

Quote

[12:39] - “Moving on to the investment thesis for Ethereum – it is also an internet protocol, like Bitcoin, but it allows internet businesses to build applications on top of it. The analogy that I like to give is that Ethereum is like HTML. HTML is the internet protocol that companies like Amazon and Facebook built their businesses on top of." ~ Chris King

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Disclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Brinker Capital Investments and Orion Portfolio Solutions, LLC are both wholly owned subsidiaries of Orion Advisor Solutions, Inc. (“Orion”).

Compliance Code: 0548-OPS-3/5/2024

  continue reading

235 episodes

Artwork
iconShare
 
Manage episode 405955197 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian. Eaglebrook is an SEC registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using Eaglebrook’s Platform. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.

Key Takeaways

  • [03:20] - Chris’ professional background and what drew him to digital assets specifically?
  • [06:02] - What really drives Eaglebrook’s investment philosophy?
  • [08:08] - What is the strategic, long term reason to own crypto?
  • [12:40] - What is the investment thesis for Ethereum in particular?
  • [14:30] - Chris’ shorter term, tactical outlook for Bitcoin.
  • [19:54] - Why does Bitcoin halving take place and why is it so significant?
  • [23:30] - Chris’ thoughts on the Bitcoin market cycles.
  • [26:20] - How large might the market opportunity be for Bitcoin ETFs?
  • [30:02] - Why are a lot of advisors still choosing crypto SMAs over ETFs and what are the best use cases for each of these investment vehicles?
  • [37:51] - What is the typical allocation to crypto and how has that changed in recent years, if at all?
  • [39:08] - Are there any salient differences in what retail and institutional investors are doing with their Bitcoin allocations?
  • [41:11] - Resource recommendations for those wanting to learn more about digital assets.
  • [42:56] - Chris’ counsel for those who think that crypto is too volatile to invest in.
  • [45:42] - What is currently Chris’ favorite investment idea?

Quote

[12:39] - “Moving on to the investment thesis for Ethereum – it is also an internet protocol, like Bitcoin, but it allows internet businesses to build applications on top of it. The analogy that I like to give is that Ethereum is like HTML. HTML is the internet protocol that companies like Amazon and Facebook built their businesses on top of." ~ Chris King

Links

Connect with Us

Disclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Brinker Capital Investments and Orion Portfolio Solutions, LLC are both wholly owned subsidiaries of Orion Advisor Solutions, Inc. (“Orion”).

Compliance Code: 0548-OPS-3/5/2024

  continue reading

235 episodes

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