HONG KONG, Oct. 24, 2025 /PRNewswire/ — In a recent panel discussion at the World Family Office Forum Asia, Amanda He, Chief Investment Officer of crypto asset management firm ChainUp Investment, asserted that the recent milestones in Bitcoin’s price are a reflection of digital assets entering their institutional phase. Amanda, with a background rooted in both traditional finance and Web3 innovation, stated that this new era is fundamentally different from past cycles, driven by institutional adoption that is “accelerating, penetrating more markets, more product types, and deeper layers of the financial system.”
Amanda’s core message for professional allocators was clear: “be early late, not sorry late.”
Investment Strategies to Generate “Real Alpha”
Amanda explained that given the market’s current stage, the best approach for family offices is not passive holding or early-stage venture capital. She argued that the market is “still inefficient, information is fragmented, and behavioral biases are strong,” creating an environment where “skilled discretionary or quantamental managers can still generate real alpha.”
To illustrate her point, Amanda outlined several strategies tailored to different investor profiles coming from real case of family office clients:
DeFi and DeAI as the Future of On-Chain Finance
“Investment is always about being forward-looking,” said Amanda, who identified DeFi (Decentralized Finance) and DeAI (Decentralized Artificial Intelligence) or DePin (Decentralized Physical Infrastructure) as the most compelling sectors. While she views Layer-1s and Layer-2s as the foundational backbone, she is more bullish on the Decentralized Application sectors that can truly reshape the financial industry.
“DeFi is the most investable theme. We’re entering the ‘tokenize-everything’ era, first in gold, then T-bills and T-bonds, and now stocks. So what’s coming next after all those assets issuance on-chain completed? Those assets should generate yields on-chain. Hence DeFi is coming into the center of the stage.” she said. She summarized her view with a clear distinction: “DeFi for execution, DeAI for imagination.”
The Definitive Case for Bitcoin over Gold
In her most direct statement, Amanda addressed the long-term valuation of Bitcoin, setting a bold benchmark against gold.
“If Bitcoin ultimately matches gold’s role, one BTC should equal about 10 kilograms of gold, which is roughly USD 1.27 million at today’s prices,” she projected. When asked to choose between the two for a five-year allocation, her answer was simple and unequivocal: “100% Bitcoin for allocation, while not missing out timing alpha return in gold.”
“Gold was the store of value of the past — Bitcoin is the store of value of the future,” she concluded.
About ChainUp Investment
ChainUp Investment is a pioneering crypto asset management firm committed to delivering superior returns through innovative strategies, cutting-edge technologies, and market insights. As a cornerstone investor in the HK BTC and ETH ETF, ChainUp Investment is well-positioned to lead in providing robust and diversified investment solutions in the expanding global crypto market. ChainUp Investment is part of the ChainUp group of businesses.
About ChainUp
ChainUp, a leading global provider of digital asset solutions, empowers businesses to navigate the complexities of this evolving ecosystem. Founded in 2017 and headquartered in Singapore, ChainUp serves a diverse clientele, from Web3 companies to established financial institutions.
ChainUp’s comprehensive suite of solutions includes crypto exchange solutions, liquidity technology, white label MPC wallet, KYT crypto tracing analytics tool, asset tokenization, crypto asset management, and Web3 infrastructure such as mining, staking, and blockchain APIs. For more information, visit: https://www.chainup.com/.
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