Digital Assets Strategy

Similalry to AI, we see a world where business investments (treasury), individuals and family savings will gradually transition to digital assets. The signs are already there, the weakening of the Dollar, heightened global tensions and AI disruptions are merely some the factors that will create a forced shift in global capital allocation. These phenomena will create new opportunities in various digital assets for the following reasons:

• Bitcoin and other crypto-assets are to a large degree unaffected by company cash-flow projections, many of which will be adversely affected by AI.
• Digital Gold can now be transferred across space and time, whereas the holders and owners thereof only need to have an account with passwords protections and available funds to make purchases. This deals with the historical problem where gold was seen as illiquid for want of easy transferability. A digital gold transaction where the owner wishes to liquidate some digital gold will only take a few minutes now (depending on the operators ability to punch in all the required transaction information). The ability to preserve wealth while being able to enjoy near instant liquidity and transferability is a very serious value-proposition.
• Global tensions are wreaking havoc within the context of equities and currencies alike – there are too many variable factors when it comes to traditional asset classes such as equities and real estate. Businesses that are at their peak of their earnings powers have no way of guaranteeing the status quo, and that risk is amplified by AI. While real estate traditionally offered a safe harbour of sorts, this asset class is largely dependent on factors that are outside any investors control – interest rates, quality of Government and Governance, quality of location, quality and/or availability of municipal services are all factors which could undermine property prices with little to no warnings.