Despite a stalled market characterized by low momentum and ambivalent price action, financial advisors and long-term investors are increasingly building durable crypto allocations. This trend extends beyond Bitcoin, with growing comfort in holding a diversified core of BTC, ETH, and SOL. The article from GSR highlights that while short-term leveraged traders have retreated, evidenced by low funding rates and DeFi borrowing costs, a more significant structural shift is underway: advisors are allocating client capital to crypto for long-term growth stories like tokenization, stablecoins, and layer-one infrastructure. The piece argues that Bitcoin has clarified its role as a macro asset, but clients seek exposure to blockchain growth through Ethereum and Solana as competing layer-one platforms. GSR's proposed solution is the Crypto Core3 ETF (BESO), which packages BTC, ETH, and SOL with staking rewards on proof-of-stake assets and active rebalancing. This product aims to provide core crypto market beta with added yield and dynamic weighting, making it easier for advisors to implement durable allocations. For wallet and key holders, the implications are significant. The shift toward longer-term holdings underscores the importance of secure key management and custody solutions. As advisors focus on durability, retail investors should similarly prioritize self-custody best practices, including hardware wallets, secure seed phrase backups, and awareness of operational risks. The article's emphasis on staking rewards also highlights the need to understand validator risks and lock-up periods. Ultimately, the trend reinforces that long-term crypto success hinges on both asset selection and robust security hygiene.

Key facts

• Advisors are building durable crypto allocations beyond Bitcoin, including ETH and SOL.
• Current market shows low momentum despite price drift; funding rates and DeFi rates are low.
• Long-term investors focus on blockchain growth stories like tokenization and stablecoins.
• GSR launched Crypto Core3 ETF (BESO) with staking rewards and active rebalancing.
• For holders, secure key management and custody are critical as allocations grow.

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