Ric Edelman Just Told The Room To Put 40% In Bitcoin

The Bitcoin Treasuries Conference put BlackRock, Charles Schwab, VanEck, and Coinbase in the same seats as the operators already putting Bitcoin on the balance sheet — the conversations that don't happen on a normal conference floor.

Missed it this year? You can fix that now. Early bird tickets for next year's conference are on sale — the cheapest they will ever be, before the 2027 lineup locks in.

If you weren't in the room, here's what was said:

40% is the new 1%

Ric Edelman, Barron's #1 financial advisor in America, told the room the old allocation model is dead. A 1% or 2% Bitcoin position, he said, is way insufficient. He recommends up to 40% for his clients, and he was not treating that as a provocation. The performance is already there. Advisors who are still waiting for permission are the ones behind.

"We've got the market performance on our side. We need to increase our allocations."

The next $500 billion

Robert Mitchnick of BlackRock put a number on what comes next. Not a new ETF. Not another corporate buyer. The next $500 billion catalyst, he said, is the idea that Bitcoin is a hedge against debt and deficits around the world — and that case is what has been driving the rally. From a firm that size, the point was not that Bitcoin is interesting. It was that the macro trade is already in motion.

"That's a big driver of the rally."

Money that can't be rewritten

Jim Ferraioli, Head of Crypto Research at Charles Schwab, made the monetary case the political calendar cannot touch. Bitcoin has no central monetary authority. It cannot be rewritten because an administration changed, or because the voters did. Schwab was not selling a trade. It was describing an asset that does not depend on who wins.

"From a monetary perspective, it is fundamentally stable and unique."

$40 billion vs. $0.5 billion

Matt Cole, CEO of Strive, made the preferred-equity math concrete, and aimed it at Strategy. If Bitcoin doubles, Strategy has to sell $40 billion of STRC to stay 25% amplified. Strive, he said, only has to sell $0.5 billion of SATA. He was not claiming the game is over. He said the two companies are learning from each other — and that the gap closes if Strive gets to 200,000 BTC.

"At this point, we are both learning from each other. If Strive has 200,000 BTC, maybe the game will be a little more fiercely competitive."

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Onward,
The Bitcoin Treasuries Team

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Special thanks to our partners:

• AnchorWatch. AnchorWatch makes Bitcoin ownership safer and easier by combining advanced custody expertise with industry-grade insurance. As a Lloyd’s of London Coverholder, it writes specialized policies that address digital-asset risks, giving clients trusted coverage and peace of mind. Learn more: AnchorWatch

• Apyx. is the first dividend‑backed stablecoin protocol that turns preferred equity from Digital Asset Treasury (DAT) companies into programmable, high‑yield digital dollars. Apyx delivers sustainable double‑digit yield with institutional transparency, daily NAV visibility, and verifiable on‑chain reserves. Learn more: Apyx

• Arch Lending. Get instant, secure loans backed by your Bitcoin, Ethereum, or Solana—no need to sell your assets. Arch Lending offers fast approvals and trusted custody for both individuals and institutions. Learn more: Arch Lending

• BitGo. BitGo is the leading institutional-grade digital asset custody, trading, and finance platform, trusted by exchanges, hedge funds, and corporations worldwide to secure and manage their crypto holdings. As the pioneer of multi-signature wallet technology, BitGo provides unmatched security, regulatory compliance, and deep liquidity solutions for serious digital asset operations. Learn more: BitGo

• Cadena Bitcoin. A p2p bitcoin lending marketplace with a unique emphasis on working with treasury firms and businesses, as well as the savvy bitcoin-native investors who visit our website. Learn more: Cadena Bitcoin

• Coinkite. Coinkite is a leader in security and hardware manufacturing and the maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. Learn more: Coinkite

• Cryptio. Cryptio is an enterprise-grade accounting software platform built specifically for digital assets and cryptocurrencies. It enables businesses to transform blockchain transaction data from multiple exchanges and custodians into auditable financial records, supporting compliance with GAAP and IFRS standards. Learn more: Cryptio

• Hemi. develops open-source solutions designed to help treasury teams securely manage, deploy, and optimize their BTC holdings, with benefits of self-custody and Bitcoin native deployment. Learn more: Hemi

• Orange Wheel Advisors. Orange Wheel Advisors is a strategic consulting firm that helps companies navigate Bitcoin’s impact on corporate finance and competitive strategy. With expertise spanning treasury management, payments, capital structure, mining, and investor communications, they provide executive education, tailored strategies, and execution support to guide businesses through the global monetary transition. Learn more: Orange Wheel Advisors

• o21 Solutions. o21 develops and implements Bitcoin-powered corporate strategy, transforming value chains with strategic expertise and tailored advisory services, with a focus on both Treasury and Operations - balance sheet accumulation, mining, and payments. Reduce cycle time through the corporate Bitcoin adoption journey through our pre-packaged or tailored engagements. Learn more: o21 Solutions

• Psalion. Psalion is a Bitcoin and digital-asset yield manager that offers institutional‑style investment strategies to professional investors, family offices, corporates, and private clients via separately managed accounts and yield funds. Learn more: Psalion

• Secure Digital Markets (SDM) provides unparalleled liquidity, execution speed, and bespoke customer service, making it the top choice for institutional investors seeking reliable digital asset trading solutions. With deep expertise in capital markets and strict regulatory standards, SDM stands out as the premier platform for all digital asset treasury teams looking to optimize their trading and treasury operations. Learn more: Secure Digital Markets (SDM)

• Stacking Sats Inc. Official IT partner at BitcoinTreasuries, Stacking Sats Inc via its subsidiary, Framework IT, is a managed IT services firm with a 17-year track record of providing best-in-class IT support, strategy, and cybersecurity, boasting high recurring revenue and long-term client contracts. It’s also one of the top 20 holders of Bitcoin among global private companies. Learn more: Stacking Sats Inc

• XCE. An executive recruitment group that combines a profitable recruitment business with a Bitcoin treasury strategy. The company turns over a decade of executive recruitment experience and four years of Bitcoin accumulation into a public Bitcoin‑powered growth engine, using a proven operating business to drive Bitcoin treasury accumulation. Learn more: XCE

• Zaprite. Zaprite is a non-custodial payment platform that allows individuals and businesses to seamlessly accept both bitcoin (on-chain and lightning) and fiat payments in a unified, customizable checkout experience. Users can easily issue invoices, generate payment links, and connect multiple wallets or custodial accounts, all while handling their own funds directly. Learn more: Zaprite

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