Quick Breakdown
- •ChainUp CIO Amanda He states Bitcoin’s recent surge indicates its institutional adoption phase.
- •She identifies DeFi and DeAI as key future investment areas in crypto.
- •Amanda He projects Bitcoin’s long-term value could reach $1.27 million, comparable to gold.
At the World Family Office Forum Asia, Amanda He, Chief Investment Officer at ChainUp Investment, stated that Bitcoin’s latest price rally signifies the official commencement of the institutional era for digital assets. She contended that, unlike previous speculative cycles, the current momentum is propelled by substantial institutional adoption, a shift that is "penetrating more markets, product types, and layers of the global financial system."
He, who possesses expertise in both traditional finance and Web3 innovation, urged professional allocators to acknowledge the ongoing structural transformation. Her advice to investors was direct: "Be early late, not sorry late."
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She cautioned that family offices and institutional funds that delay their exposure to digital assets risk missing out on the next phase of performance-driven growth.
Institutional Strategies in an Inefficient Market
According to He, the current cryptocurrency landscape remains inefficient and fragmented in terms of data, creating an opportune environment for active and quantamental strategies that can generate genuine alpha.
For aggressive investors, particularly those with backgrounds in technology or cryptocurrency, He recommended long-only or sector-rotation strategies that leverage high-conviction themes. For Bitcoin-focused investors, she suggested generating yield through structured fixed-term products, including capital-protected offerings or volatility-based options.
Conservative allocators and multi-family offices, on the other hand, might find delta-neutral arbitrage strategies more suitable. These strategies are designed to deliver consistent, low-volatility returns while preserving upside potential during bullish market conditions.
DeFi, DeAI, and the Tokenized Future of Finance
Looking ahead, He identified Decentralized Finance (DeFi) and Decentralized Artificial Intelligence (DeAI) as the primary drivers of the next on-chain financial revolution.
“We’re entering the ‘tokenize-everything’ era—first gold, then T-bills, T-bonds, and equities,”
she stated.
Once traditional assets are issued on-chain, He explained, they will naturally require on-chain yield mechanisms, positioning DeFi at the core of global capital markets.
He also drew a significant parallel between Bitcoin and gold, predicting that if Bitcoin achieves gold’s market stature,
“One BTC should equal about 10 kilograms of gold—roughly $1.27 million at today’s prices.”
However, not all market leaders share this optimistic outlook. Galaxy Digital CEO Mike Novogratz recently dismissed forecasts of Bitcoin reaching $250,000 by the end of 2025, labeling them "highly improbable" in the near term.