Bitcoin Market Update

The digital asset market structure is changing, murky exchanges and players are being flushed out and the old guard is capitalising.

  • 16 June 2023 Blackrock files application for iShares Bitcoin Trust, spot Bitcoin product (Source)
  • 20 June 2023 Deutsche Bank files for crypto custody license (Source)
  • 21 June 2023 EDX Markets Crypto Exchange backed by Citadel Securities, Fidelity, Charles Schwab begins operations (Source)
  • 21 June 2023 WisdomTree files application for their Bitcoin Trust (Source)
  • 21 June 2023 Invesco reapplies for their Bitcoin ETF (Source)
  • 22 June 2023 Valkyrie applies for Bitcoin Fund (Source)
Why now?

To date only futures based Bitcoin ETFs have been approved in the US, spot based ETFs have been rejected by the SEC. For this reason Grayscale had to take the SEC to court to allow them to convert their closed-ended Trust into an ETF. The court decision in this case is expected in the coming weeks.

We have seen last year many poorly run counterparties flushed out of the crypto market ecosystem, we now have established firms stepping in their place. An institutional grade, regulated crypto exchange has been sorely needed in this space and is seen as one of the missing pieces to institutional adoption. NASDAQ and Deutsche Bank are stepping up to handle the custody piece of the equation.

Bitcoin has a limited 21 million supply, unlike futures backed ETFs, these spot ETFs, if approved, would lock up a significant portion of the Bitcoin supply in a time where low liquidity persists on global Bitcoin exchanges.

About Tradewiz Asset Management (DXAM)

DXAM was established in 2018, with the launch of the Tradewiz Bitcoin Fund occurring in December of 2019, as a wholly owned subsidiary of Tradewiz Limited (ASX: DCC), a leading ASX-listed wholesale digital investment management company focused on growing the blockchain economy through its digital assets funds management business, digital fintech and regtech products, and blockchain ventures.

Why should I invest in the Tradewiz Bitcoin Fund instead of directly in Bitcoin? 

Wholesale investors benefit from economies of scale to access institutional custody, insurance and independent administration services in a cost-effective unit trust structure. The Fund operates a passive buy-and-hold investment strategy offering investors diversification and lower correlation to traditional asset classes. The Fund has an investment grade rating from well-regarded research house, SQM Research.

How do I access the Tradewiz Bitcoin Fund? 

Wholesale investors through the Tradewiz Bitcoin Fund are provided with institutional grade access to Bitcoin and can register through https://www.registrydirect.com.au/offer/digitalx-bitcoin-fund/

DigitalX Asset Management provides an independent trustee and custodian with a Lloyds of London custody insurance policy (which can be made available if needed). Applications are processed twice monthly, on the first Business Day of each month and mid-month (subject to a minimum of 3 Business Days’ notice). The Fund is also available on the Mason Stevens and Netwealth platforms.

Disclaimer and Disclosure:

DigitalX Asset Management Pty Ltd is a corporate authorised representative (CAR) of Boutique Capital Pty Ltd AFSL 508011, CAR Number 1270748. To the extent to which this document contains advice it is general advice only and has been prepared by the CAR for individuals identified as wholesale investors for the purposes of providing a financial product or financial service. The information herein is presented in summary form and is therefore subject to qualification and further explanation. The information in this document is not intended to be relied upon as advice to investors or potential investors and has been prepared without taking into account personal investment objectives, financial circumstances or particular needs. Recipients of this document are advised to consult their own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information. Past performance is not indicative of future performance.

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