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The Crypto Conversation You’re Not Having (But Should Be)

The world of investing is changing. According to Motley Fool’s 2024 Cryptocurrency Investor Trend survey, the number of Americans “very likely” to invest in crypto this year has jumped 20% compared to 2021. Yet, while curiosity about cryptocurrency continues to grow, only 13.7% of financial advisors are discussing it with their clients, and just 2.6% are actively recommending it. 

That disconnect creates an opportunity. 

By starting the crypto conversation, investment advisors can demonstrate leadership and offer clients a thoughtful, secure way to engage with this emerging asset class—on their terms.

 

A Bridge Between Two Worlds 

Bitcoin ETFs offer a middle ground: the innovation and growth potential of cryptocurrency wrapped in the familiarity and structure of traditional investment products.

We believe investing in Bitcoin ETFs isn’t just about chasing the next big thing; it’s about enhancing client portfolios with unique benefits: 

Broader Diversification 

Bitcoin ETFs bring a layer of diversification that traditional portfolios often lack. Bitcoin’s price movements are typically uncorrelated with stocks and bonds, giving clients exposure to an asset that operates independently of the broader market. 

Smarter Risk Management 

The idea of buying Bitcoin outright can feel intimidating—or downright risky—to many clients. An ideal Bitcoin ETF would offer exposure with protection. Fortuna Funds’ HBTC Fund, for example, combines professional management with institutional-grade safeguards to minimize risk and simplify participation. 

Liquidity with Peace of Mind 

Bitcoin ETFs trade seamlessly on traditional exchanges, making them easy to buy and sell as part of a dynamic portfolio strategy. And because they operate under SEC oversight, clients can feel confident in the transparency and regulatory protections they offer. 

 

Addressing the Elephant in the Room: What About the Rollercoaster Ride? 

Crypto’s reputation for volatility can be intimidating. Fortuna Funds offers a unique solution: a hedged Bitcoin ETF (HBTC). This innovative fund provides a secure and strategic way to access Bitcoin’s growth potential while managing risk, making it easier for everyday investors to explore the benefits of digital assets without undue exposure to market volatility.

 

Benefits of the Hedged Approach

Hedged Bitcoin ETFs are game-changers for investors wondering how to add crypto to a portfolio. For investors looking to invest in Bitcoin without directly holding the asset, these ETFs provide an accessible and secure pathway, embodying the best practices of cryptocurrency risk management.

“I’ve talked to thousands of financial advisors and I get a lot of comments saying they don’t feel comfortable with this asset class for clientele because they do not know enough about it or they don’t feel comfortable with the volatility. So, this HBTC strategy is something we are going to put into place for them to be able to utilize the asset class.” Joe Sando, Fortuna Funds Co-Founder

HBTC hedges Bitcoin using options. With over 20 years of trading experience, the Fortuna Funds team leverages a strategy that that takes a position in bitcoin-related securities for long exposure while simultaneously limiting the downside risk. By selling call spreads to offset the cost of protective strategies like puts, we aim to capture the most of the upside potential of Bitcoin while minimizing the risk.

 

Embracing the Evolution of Crypto

Cryptocurrency is no longer a fringe concept—it’s becoming a core part of the investment conversation. 

By offering a hedged Bitcoin ETF, Fortuna Funds ensures that your clients can explore the potential of cryptocurrency with guardrails in place—balancing growth opportunities with risk management. Visit Fortuna Funds today to learn more about how you can integrate Bitcoin ETFs into your investment recommendations.

Sources: 

  1. https://www.security.org/digital-security/cryptocurrency-annual-consumer-report/
  2. https://www.cerulli.com/press-releases/financial-advisors-still-bearish-on-cryptocurrency-use

 

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About Fortuna Funds

Fortuna Funds is an investment management company based in Dallas, Texas, was founded in 2024 by industry veterans Joe Sando and Mark Adams. Fortuna is dedicated to delivering unique investment strategies to a wide range of investors, including retail clients, financial institutions, and wealth advisors. The company prides itself on its innovative investment solutions and a commitment to providing premier customer service.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which should be read carefully before investing. All Fortuna trademarks mentioned are owned by Fortuna Funds, LLC. All other company and product names mentioned are the property of their respective companies. Use of this website is intended for U.S. residents only.
This content, developed by Fortuna Funds, LLC, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectus and summary prospectus, which should be read carefully before investing. All Fortuna trademarks mentioned are owned by Fortuna Funds, LLC. All other company and product names mentioned are the property of their respective companies. Use of this website is intended for U.S. residents only.

Important Risk Information
 
There can be no assurance that the fund will achieve its investment objective.
 
Bitcoin and bitcoin related securities are relatively new investments. They are subject to unique and substantial risks and historically have been subject to significant price volatility. The value of an investment in the Fund could decline significantly and without warning, including to $0. You should be prepared for the possibility of losing your entire investment. The performance of bitcoin futures contracts, and therefore the performance of the Fund, may differ significantly from the performance of bitcoin.
 
Bitcoin Exposure Risk. The Fund seeks to have significant exposure to bitcoin. As a result, the Fund’s performance may be disproportionately and significantly impacted by the poor performance of bitcoin or events materially affecting the bitcoin ecosystem. The Fund’s exposure to bitcoin makes it more susceptible to any single occurrence affecting bitcoin or bitcoin futures and may subject the Fund to greater market risk than more diversified funds.
 
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, visit our website at www.fortunafunds.com/hbtc-fund/ Read the prospectus or summary prospectus carefully before investing.
 
Foreside Fund Services, LLC, distributor.
 
This content, developed by Fortuna Funds, LLC, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
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