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THE OPPORTUNITY

Switzerland is not only one of the world's most trusted financial centres.

It's the home of "Crypto Valley" and the new digital economy.

WHY CRYPTO FUND SUISSE?

We facilitate digital assets as a new asset class and capture the evolution from:

 

  • the internet of information to

  • the internet of value and things.

 

Our investment thesis is the following:

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  • The rise of "layer-one" protocols (Bitcoin, Ethereum, Cardano, Algorand, Tezos etc.) and cryptocurrencies characterized the first blockchain wave. 

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  • The next wave will be characterized by "layer-two" solutions, i.e. infrastructure to support "real use cases" and the development of digital assets as a new asset class, including decentralized finance and decentralized applications (Web 3.0).

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  • Global growth for data centers is expected to reach staggering numbers due to increased use of crypto mining, distributed ledgers and technologies such as Artificial Intelligence (AI), Internet of Things (IoT) and video streaming. These megatrends are all highly depending on connectivity and optimized digital infrastructures. We aim to deliver superior investments results in this area by investing with the highest sustainable integrity and renewable energy solutions. ​

WHAT IS A DIGITAL ASSET?

Digital assets exists in many shapes and forms, and any asset can be transformed, including:

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  • Property rights, such as real estate, land tenure, land titles etc.

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  • Intellectual property rights, such as patents, copyrights, design rights, trademarks etc.

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  • Commodities, such as gold, copper, crude oil, natural gas, wheat, corn, electricity etc.

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Distributed ledgers with digital assets can increase transparency and remove paper-work with smart contracts. These ledgers can also be used to certify unique ownership rights and provenance with non-fungible tokens (NFT's) in art, music, sports, games (e.g. collectible items) etc. 

WHAT DRIVES THE MARKET FOR DIGITAL ASSETS?

We are now starting to see the real use cases for distributed ledgers and blockchains, including payment solutions, open finance and decentralized applications, driven by key market players in different areas:​

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  • Kodak,  the US photographic film producer, is using blockchain solutions to record and track the usage of photographs across the internet, allowing IPR holders to seek payment when their work is used.

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  • Maersk, the Danish shipping and transport conglomerate, is using blockchain solutions for tracking cargo and streamlining marine insurance.​​

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  • Wallmart, the US retail company, is using blockchain solutions to fight salmonella and E.coli bacteria. With the system, they can track agricultural products all the way back to the farm.

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  • Tesla, the US electric vehicle company, is investing heavily in Bitcoin, but is also concerned about the environmental impact and interested in renewable solutions with less use of fossil fuels.

 

  • Yale University, and it's famous endowment fund, is including crypto investments into its portfolio.​

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  • Swiss banks are providing a regulated infrastructure for digital assets, including trading, secure storage and consolidated portfolio overviews.​​​

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The global NFT market increased from USD 300m to USD 40bn in 2021 and is forecasted to reach USD 867bn (22x) in 2026.

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Tokenization and fractional ownership of valuable assets (e.g. real estate and fine art) is expected to be the next big thing. 

INVESTMENT PROCESS

Our investment process is based on two pillars: A “top-down” market-based assessment of a company’s potential, and a “bottom-up” analysis of its capacity to deliver growth.

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Potential target investments undergo a multi-step due diligence and screening process. All steps are safeguarded by our Research and Investment Committees.

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We have "skin in the game" and invest together with our partners.

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