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Why One Asset Manager Says You Should Put Up to 10% of Your Portfolio in Crypto

MarketDash Editorial Team
8 hours ago
Hashdex Asset Management is making a bold call: allocate 5-10% of your portfolio to crypto. Their latest outlook argues digital assets are no longer speculative side bets but essential holdings as traditional investment models crack under macro pressure and institutional adoption accelerates.

The "just ignore crypto" strategy is officially over, according to Hashdex Asset Management. In their latest 2026 Crypto Investment Outlook, the firm argues that digital assets have graduated from speculative curiosity to strategic necessity, recommending investors carve out 5-10% of their portfolios for crypto exposure.

Why the Traditional Playbook Is Breaking Down

The classic 60/40 stock-bond allocation that defined investing for decades is struggling. Persistent inflation refuses to cooperate, economic growth keeps sputtering, debt levels are climbing uncomfortably high, and geopolitical tensions pop up faster than you can refresh your news feed. Investors need alpha, diversification, and returns that don't move in lockstep with everything else. Crypto, Hashdex argues, is increasingly filling that void.

Here's something that should make skeptics pause: nearly 45% of financial advisors now plan to gain crypto exposure through ETFs. That's not Reddit day traders. That's the institutional crowd quietly acknowledging that crypto belongs in serious portfolios.

Three Big Shifts Reshaping Digital Assets

Hashdex identifies three structural changes expected by 2026 that could fundamentally alter how we think about crypto.

First up: the rise of the "cryptodollar." Stablecoins are projected to balloon from $295 billion to over $500 billion. Regulatory progress like the GENIUS Act is greasing the wheels, and stablecoins are proving useful for faster payments, re-dollarization in wobbly economies, and pumping demand for short-term U.S. Treasuries as issuers back their coins.

Second: tokenization of real-world assets could explode from $36 billion to nearly $400 billion by 2026. We're talking about unlocking liquidity, enabling fractional ownership, and making markets more efficient. With regulatory frameworks like Europe's MiCA taking shape and major financial institutions jumping in, this isn't some distant future anymore. The total addressable market? A staggering $664 trillion.

Third: AI and crypto are converging. The AI-crypto market is expected to triple from $3 billion to $10 billion, fueled by venture capital. Blockchains provide the infrastructure for decentralized AI through verification, coordination, programmable incentives, and cost-efficient compute markets. Hashdex expects future AI agents to transact natively on blockchains, creating sustained demand for crypto infrastructure.

The Bottom Line

Hashdex's thesis is straightforward: crypto is evolving from speculation into strategy. The convergence of stablecoins, tokenized assets, and AI, combined with rising institutional adoption and clearer regulations, positions digital assets as essential components of resilient portfolios by 2026. Whether you agree or not, one thing is clear: the conversation has changed.

Back to News

Why One Asset Manager Says You Should Put Up to 10% of Your Portfolio in Crypto

MarketDash Editorial Team
8 hours ago
Hashdex Asset Management is making a bold call: allocate 5-10% of your portfolio to crypto. Their latest outlook argues digital assets are no longer speculative side bets but essential holdings as traditional investment models crack under macro pressure and institutional adoption accelerates.

The "just ignore crypto" strategy is officially over, according to Hashdex Asset Management. In their latest 2026 Crypto Investment Outlook, the firm argues that digital assets have graduated from speculative curiosity to strategic necessity, recommending investors carve out 5-10% of their portfolios for crypto exposure.

Why the Traditional Playbook Is Breaking Down

The classic 60/40 stock-bond allocation that defined investing for decades is struggling. Persistent inflation refuses to cooperate, economic growth keeps sputtering, debt levels are climbing uncomfortably high, and geopolitical tensions pop up faster than you can refresh your news feed. Investors need alpha, diversification, and returns that don't move in lockstep with everything else. Crypto, Hashdex argues, is increasingly filling that void.

Here's something that should make skeptics pause: nearly 45% of financial advisors now plan to gain crypto exposure through ETFs. That's not Reddit day traders. That's the institutional crowd quietly acknowledging that crypto belongs in serious portfolios.

Three Big Shifts Reshaping Digital Assets

Hashdex identifies three structural changes expected by 2026 that could fundamentally alter how we think about crypto.

First up: the rise of the "cryptodollar." Stablecoins are projected to balloon from $295 billion to over $500 billion. Regulatory progress like the GENIUS Act is greasing the wheels, and stablecoins are proving useful for faster payments, re-dollarization in wobbly economies, and pumping demand for short-term U.S. Treasuries as issuers back their coins.

Second: tokenization of real-world assets could explode from $36 billion to nearly $400 billion by 2026. We're talking about unlocking liquidity, enabling fractional ownership, and making markets more efficient. With regulatory frameworks like Europe's MiCA taking shape and major financial institutions jumping in, this isn't some distant future anymore. The total addressable market? A staggering $664 trillion.

Third: AI and crypto are converging. The AI-crypto market is expected to triple from $3 billion to $10 billion, fueled by venture capital. Blockchains provide the infrastructure for decentralized AI through verification, coordination, programmable incentives, and cost-efficient compute markets. Hashdex expects future AI agents to transact natively on blockchains, creating sustained demand for crypto infrastructure.

The Bottom Line

Hashdex's thesis is straightforward: crypto is evolving from speculation into strategy. The convergence of stablecoins, tokenized assets, and AI, combined with rising institutional adoption and clearer regulations, positions digital assets as essential components of resilient portfolios by 2026. Whether you agree or not, one thing is clear: the conversation has changed.