Digital Wealth Partners - January 2025 Newsletter
If 2024 underscored anything, it was the importance of adaptability and disciplined strategy.
As we embark on a new year, we reflect on the dynamic evolution of financial markets and digital assets.
Regulatory developments, institutional adoption, and technological advancements continue to reshape the investment landscape.
At Digital Wealth Partners, we remain committed to helping you navigate these changes with a prudent, research-driven approach.
This inaugural edition of our monthly newsletter covers our latest milestones, market insights, and upcoming opportunities designed to support your long-term financial goals.
Firm Updates & Milestones
Assets Under Management (AUM) Growth
We are pleased to report that our AUM has surpassed nine figures, reflecting the trust and confidence of our growing client base. Our strategic partnership with Anchorage Digital, an institutional-grade, insured custodian, has strengthened our ability to provide secure digital asset management for over 225 clients.
Lending Activity & Liquidity Solutions
Through collaborations with Maple Finance and Arch Lending, we facilitated over $3 million in blockchain-based loans this month, offering institutional-grade liquidity solutions with efficient processing times.
Hedge Fund Performance
On November 1st of 2024, we launched our sister hedge fund to curate investment strategies across a risk spectrum to bring accredited investors a menu of options to gain exposure to the digital asset space.
I am pleased to report that our two strategies deployed at inception generated a combined 30% return at the end of the year.
The Digital Asset Disruption Fund invests in a diversified set of digital assets aiming to transform the financial ecosystem, emphasizing sectors like DeFi and on-chain asset management.
Quick take: This fund capitalized on crypto coming to disrupt how money moves.
While the Levered Crypto Fund targets higher returns by taking leveraged positions in core digital assets (BTC, ETH, SOL), dynamically adjusting exposure to balance potential gains with risk control.
Quick take: For every $100 invested into this fund we attempt to provide exposure in excess of that original amount.
While past performance is not indicative of future results, our approach remains focused on risk-adjusted returns and disciplined investment selection.
New Investment Opportunities
We are excited to announce the expected launch of two new investment funds designed for accredited investors seeking digital asset exposure with discreet objectives:
Digital Asset Income Fund – A market-neutral strategy focused on generating consistent and stable, quarterly returns in cash.
Expected Target Returns: 5-10% (based on historical performance)
Digital Asset Growth Fund – Algorithmic-driven strategies designed for long-term in-kind asset appreciation.
Expected Target Returns: 12-15% (based on back-tested performance)
Together these funds aim to offer institutional-grade exposure to digital assets with robust risk management. For more information, please reach out to us at: support@digitalwealthpartners.net
Market Trends & Insights
At the firm, we are deep in the trenches of digital asset news on a daily basis. Our goal is not going to inundate you with all the exciting news that crossed our radar in January, but I wanted to share three key developments that will likely continue to shape the digital asset landscape for 2025:
1. U.S. Exploring a Strategic Digital Asset Reserve
The U.S. government is considering the creation of a strategic digital asset reserve, which could include Bitcoin, XRP, Ethereum, and other cryptocurrencies. A recent executive order from President Trump hints at accumulating digital assets to strengthen the country’s financial position.
While details remain unclear, proponents argue a diversified reserve could serve as a hedge against economic uncertainty and a safeguard against other nations’ growing crypto adoption. However, critics warn of price volatility and regulatory challenges in managing a multi-asset reserve.
This move signals growing institutional recognition of digital assets beyond just Bitcoin. (Investopedia)
2. Regulatory Clarity & Compliance: Ripple Secures Key Licenses
Ripple has obtained Money Transmitter Licenses in Texas and New York, reinforcing its compliance with U.S. financial regulations. These approvals allow Ripple to expand its blockchain-based payment services while positioning the company as a regulatory contender in the space. Ripple has also acquired Standard Custody & Trust Company to strengthen its legal framework. (CoinTelegraph)
Want to learn more?
We put together a banger twitter thread about the implications of these licenses and what we think is happening behind the scenes.
3. Corporate Treasury Allocations: MicroStrategy Expands Bitcoin Holdings
MicroStrategy continues its aggressive Bitcoin accumulation, recently adding 11,000 BTC to its portfolio, bringing its total to 461,000 BTC. To fund further acquisitions, the company plans to raise up to $2 billion through a preferred stock offering. While this strategy has bolstered its Bitcoin exposure, it also increases risk due to price volatility. (MicroStrategy)
Interesting times ahead – never a dull day in web3!
Upcoming Events
January has been a great time to sit down and plan out as many opportunities as I can to meet people in person, continue to build relationships and keep my eyes off the charts.
Here are a few upcoming events where you can find me waiving the Digital Wealth Partners flag and giving away copies of my book – Warren Buffet in a Web3 World.
📅 Future Proof Citywide – Miami (March)
I’ll be joining thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for a transformative four-day, citywide experience.
📅 Digital Fusion Summit – Dallas (April 2025)
We are hosting an invite-only event designed to be educational and approachable for people of all levels of experience. If you have been curious to learn about legitimate utilization of digital assets and distributed ledger technology, this is a great opportunity to learn more.
Closing Thoughts
I am immensely proud of our achievements so far at Digital Wealth Partners and am grateful to our dedicated team.
The opportunities in digital assets continue to expand, but success requires a measured and informed approach. Whether you are an experienced investor or new to the space, our focus remains on delivering value through rigorous analysis and strategic asset management.
This past year has been one of growth, learning, and innovation—made possible by the dedication of our team and the trust of our partners. As we look ahead to 2025, we are energized by the opportunities on the horizon and committed to navigating them with the same discipline and insight that define our approach.
We sincerely appreciate your partnership and look forward to a prosperous and impactful year ahead.
Sincerely,
Matthew Snider
Chief Investment Officer - Digital Wealth Partners
This newsletter is for informational and educational purposes only and should not be considered investment, legal, or tax advice. It does not constitute an offer to buy or sell any securities or financial instruments, nor should it be relied upon as a recommendation for any investment strategy. All investments involve risk, including potential loss of principal, and past performance is not indicative of future results. The views expressed herein are subject to change without notice and may not be updated.