Quick Breakdown
- ChainUp CIO Amanda He says Bitcoin’s rise signals its institutional adoption phase.
- She highlights DeFi and DeAI as the next big crypto investment frontiers.
- Amanda projects Bitcoin’s long-term value could hit $1.27 million, matching gold.
At the World Family Office Forum Asia, Amanda He, Chief Investment Officer at ChainUp Investment, said Bitcoin’s latest price rally marks the official beginning of digital assets’ institutional era. Unlike previous speculative cycles, He argued, today’s momentum is driven by deep institutional adoption — a shift “penetrating more markets, product types, and layers of the global financial system.”
He, who bridges backgrounds in traditional finance and Web3 innovation, urged professional allocators to recognize the structural transformation underway. Her advice to investors was concise and pointed: “Be early late, not sorry late.”
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She cautioned that family offices and institutional funds delaying exposure to digital assets could miss the next phase of performance-driven growth.
Institutional strategies in an inefficient market
According to He, the current crypto landscape remains inefficient and data-fragmented, creating a fertile environment for active and quantamental strategies capable of delivering true alpha.
For aggressive investors—particularly those with tech or crypto backgrounds, He recommended long-only or sector-rotation strategies that capitalize on high-conviction themes. Bitcoin-focused investors, she said, can generate yield through structured fixed-term products, including capital-protected offerings or volatility-based options.
Meanwhile, conservative allocators and multi-family offices may prefer delta-neutral arbitrage strategies, designed to deliver consistent, low-volatility returns while preserving upside potential in bullish conditions.
DeFi, DeAI, and the tokenized future of finance
Looking ahead, He identified Decentralized Finance (DeFi) and Decentralized Artificial Intelligence (DeAI) as the twin engines of the next on-chain financial revolution.
“We’re entering the ‘tokenize-everything’ era—first gold, then T-bills, T-bonds, and equities,”
she said.
Once traditional assets are issued on-chain, He added, they’ll naturally require on-chain yield mechanisms, pulling DeFi to the center stage of global capital markets.
He also drew a striking parallel between Bitcoin and gold, predicting that if Bitcoin ultimately 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 outlook. Galaxy Digital CEO Mike Novogratz recently dismissed forecasts of Bitcoin reaching $250,000 by the end of 2025, calling them “highly improbable” in the near term.
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