Crypto Equities: A Picks and Shovels Approach to Investing in Bitcoin and Crypto
San Francisco • Sep 13, 2021
We examine the case for allocating to crypto equities, both as a proxy for cryptoasset exposure and as unique stand-alone investments.
The crypto industry is supported by a growing array of publicly traded companies that build and maintain the infrastructure that allows the ecosystem to thrive. These include crypto mining companies, mining equipment manufacturers, exchanges, custodians, and others. Investing in crypto companies has traditionally been the domain of venture capital funds; now that crypto has established itself as an asset class and a myriad of companies have achieved critical mass, these opportunities are available to public equity investors as well. In this paper, we examine the case for allocating to crypto equities, both as a proxy for crypto asset exposure and as unique stand-alone investments in their own right.
READ WHITE PAPERBitwise Asset Management is a global crypto asset manager with more than $15 billion in client assets and a suite of over 30 crypto investment products spanning ETFs, separately managed accounts, private funds, hedge fund strategies, and staking. The firm has an eight-year track record and today serves more than 4,000 private wealth teams, RIAs, family offices and institutional investors as well as 15 banks and broker-dealers. The Bitwise team of over 100 technology and investment professionals is backed by leading institutional investors and has offices in San Francisco, New York, and London.
