Crypto Resources

for Financial Advisors

digital currency toolkit

Grayscale is the world’s largest digital currency asset manager and the leading provider of secure and SEC-reporting crypto funds, made for building into portfolios.

For more information, download our toolkit that has everything you need to know about getting your clients started with crypto.

Grayscale offers your clients:

Both single-asset and diversified digital currency investment products in a structure similar to other traditional securities

The ability to invest through tax-advantaged accounts, such as IRA or Roth IRAs.
SEC-reporting products accessible through brokerage accounts

Diversification into digital assets without buying, storing, or securing crypto directly

Invest in Grayscale Products


To purchase a publicly-quoted product, type the ticker into your brokerage account. To view Grayscale’s entire family of products, visit our products page.

Grayscale Investments, LLC is a digital currency asset manager and the sponsor and manager of investment products (“Products”) that are publicly quoted on OTCQX. Investments in the Products are speculative investments that involve high degrees of risk, including a partial or total loss of invested funds. Grayscale products are not suitable for any investor that cannot afford loss of the entire investment. To date, the Products quoted on OTCQX have not met their investment objective and the Shares of such Products quoted on OTCQX have not reflected the value of digital assets held by such Products, less such Product’s expenses and other liabilities, but instead have traded at both premiums and discounts to such value, which at times have been substantial. Go to, the SEC’s website or our website, as applicable, for each Product’s annual report, which includes investment objectives, risks, fees and expenses, or for more information on Grayscale and our other investment vehicles. Read these materials carefully before investing. This content is not intended to be a solicitation for the creation of new Shares for any of the Products.

Knowledge Center

The Postmodern Portfolio Crypto Allocation Thesis

The Postmodern Portfolio is an investment thesis for crypto assets and the role they play through an evolution of Modern Portfolio Theory.

2021 Bitcoin Investor Study

For the third consecutive year, Grayscale surveyed the investor community to explore attitudes and perspectives around Bitcoin. Despite the regular launch of new currencies, Bitcoin continues to pervade discussions among investors, advisors, financial institutions, media, service providers, regulators, and policymakers. Grayscale conducted this third wave of research to assess how perceptions of Bitcoin have shifted since 2019, particularly as it relates to the following topics:

The Metaverse

Crypto cloud economies are the next emerging market investment frontier and the Metaverse is at the forefront of this Web 3.0 internet evolution. The Metaverse is a set of interconnected, experiential, 3D virtual worlds where people located anywhere can socialize in real-time to form a persistent, user-owned, internet economy spanning the digital and physical worlds.

A Report on Decentralized Finance (DeFi)

Decentralized Finance (DeFi) is an emerging crypto innovation that goes beyond banking and beyond borders to create a new internet-native global financial ecosystem. DeFi has started to reshape global finance and e-commerce, yet the asset category remains mysterious to many investors. Our first Grayscale DeFi Primer offered an overview of DeFi, discussed use cases, and examined the native tokens of several well-known protocols. In this DeFi report, we will take a deeper dive into the financial system powering the Web 3.0 crypto cloud economy.

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