Cryptocurrencies and Beyond: Adapting Portfolio Theories for the Digital Era

In just over a decade, cryptocurrencies have evolved from niche interests into key players reshaping global finance. Meanwhile, Central Bank Digital Currencies combine blockchain’s benefits with central bank oversight. These assets, with their high growth potential and volatility, demand new approaches to investing.
This book revisits Modern Portfolio Theory and examines how traditional principles can be adapted for portfolios that include digital assets. Taxation and evolving compliance requirements are explored. Institutional adoption and emerging trends such as ESG investing and AI’s role in digital assets are also examined.
One of the key strengths of this book is its focus on real-world application. Each concept is illustrated with examples from actual market scenarios. This approach aims to explain not only the "why" but also the "how" of integrating digital assets, highlighting the tangible impact of various strategies on portfolio performance. This book is a roadmap that empowers readers to seize opportunities while maintaining a disciplined and informed approach.