An Investor’s Guide to Crypto

Man Group

Campbell Harvey

Research

29 Pages

The authors explain how investors can approach cryptocurrency allocations beyond bitcoin, focusing on what tokens do and how to own them responsibly. They note crypto market value exceeded $1.3 trillion in May 2022 and bitcoin was 21% of 2021 trading volume, suggesting breadth plus crowding risk. They argue buy and hold is optional, since risk overlays, trend tools, custody, and compliance choices shape outcomes.

Date published: June 1, 2022

Key Takeaways

Token map: Separates payments, smart contracts, DeFi, NFTs, and meme tokens, each with distinct drivers.
Risk overlays: Volatility targeting and trend signals can help manage drawdowns versus unmanaged exposure.
Institutional plumbing: Custody controls and AML and KYC processes often determine whether investors can participate.
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