We had an insightful session with our digital assets partner, who provided an in-depth year-end update. Key highlights from the discussion included:
1. Regulatory tailwinds
A positive shift in US regulatory policy, alongside growing support from global regulatory bodies, is accelerating crypto adoption and increasing investor participation.
2. Bitcoin reserve strategy
The incoming Trump Administration’s appointees are showing renewed support for crypto, including proposals for a Bitcoin Reserve sparking interest from other states and nations looking to follow suit.
3. Corporate adoption trends
Major institutions like BlackRock, Fidelity and Vanguard are encouraging corporates to adopt Bitcoin as an acceptable Treasury and Balance Sheet asset further legitimizing its role in the financial ecosystem.
4. Supercycle dynamics
Analysis of the key drivers behind the current crypto supercycle along with expected turning points and catalysts, helping to identify the “season” of this market cycle.
5. Institutional involvement
Expectations for the next wave of adoption driven by Sovereign Wealth Funds, Pension Funds and Endowments entering the space.
6. Bitcoin trading strategy
Introduction of a strategy designed to deliver a 7% monthly yield through the cycle while maintaining a long position in Bitcoin as a core asset.
7. Outlook for 2025
How they are strategically positioned to capitalize on their outlook and the anticipated market dynamics in the coming years.
In my view, everyone should have at least a little skin in the game when it comes to this space. Well, consider it your ticket to the future economy. The blockchain has come a long way from being just a playground for speculative thrills. Today, it is the backbone of cutting-edge technologies and financial systems transforming the global economy.
Still skeptical? Honestly, I cannot blame you. Bad timing? Well, extreme volatility is common. Since its inception in January 2020, our digital assets strategy has achieved a compounded annual return of 26.6%, net of fees while maintaining one-third the volatility of the CCI30 Index.
