ChainUp Investment CIO Says Bitcoin Rally Marks Institutional Phase of Digital Assets
Quick Breakdown
- ChainUp CIO Amanda He says Bitcoin’s rise signals its institutional adoption phase.
- She highlights DeFi and DeAI as the next big crypto investment frontiers.
- Amanda projects Bitcoin’s long-term value could hit $1.27 million, matching gold.
At the World Family Office Forum Asia, Amanda He, Chief Investment Officer at ChainUp Investment, said Bitcoin’s latest price rally marks the official beginning of digital assets ’ institutional era. Unlike previous speculative cycles, He argued, today’s momentum is driven by deep institutional adoption — a shift “penetrating more markets, product types, and layers of the global financial system.”
He, who bridges backgrounds in traditional finance and Web3 innovation, urged professional allocators to recognize the structural transformation underway. Her advice to investors was concise and pointed: “Be early late, not sorry late.”
We’re heading into the final hours of @token2049 , and this is your last chance to connect! ✨ Join us at 𝗕𝗼𝗼𝘁𝗵 𝗣𝗕𝟰-𝟭𝟭 to see how our institutional-grade digital asset infrastructure can power your business.
This is your opportunity to discover how our powerhouse,… pic.twitter.com/djRcQ1AauX
— ChainUp (@ChainUpOfficial) October 2, 2025
She cautioned that family offices and institutional funds delaying exposure to digital assets could miss the next phase of performance-driven growth.
Institutional strategies in an inefficient market
According to He, the current crypto landscape remains inefficient and data-fragmented, creating a fertile environment for active and quantamental strategies capable of delivering true alpha.
For aggressive investors—particularly those with tech or crypto backgrounds, He recommended long-only or sector-rotation strategies that capitalize on high-conviction themes. Bitcoin-focused investors, she said, can generate yield through structured fixed-term products, including capital-protected offerings or volatility-based options.
Meanwhile, conservative allocators and multi-family offices may prefer delta-neutral arbitrage strategies, designed to deliver consistent, low-volatility returns while preserving upside potential in bullish conditions.
DeFi, DeAI, and the tokenized future of finance
Looking ahead, He identified Decentralized Finance (DeFi) and Decentralized Artificial Intelligence (DeAI) as the twin engines of the next on-chain financial revolution.
“We’re entering the ‘tokenize-everything’ era—first gold, then T-bills, T-bonds, and equities,”
she said.
Once traditional assets are issued on-chain, He added, they’ll naturally require on-chain yield mechanisms, pulling DeFi to the center stage of global capital markets.
He also drew a striking parallel between Bitcoin and gold, predicting that if Bitcoin ultimately achieves gold’s market stature,
“One BTC should equal about 10 kilograms of gold—roughly $1.27 million at today’s prices.”
However, not all market leaders share this outlook. Galaxy Digital CEO Mike Novogratz recently dismissed forecasts of Bitcoin reaching $250,000 by the end of 2025, calling them “highly improbable” in the near term.
Take control of your crypto portfolio with MARKETS PRO, DeFi Planet’s suite of analytics tools.”
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Bitcoin News Update: Investor Secures $17 Million Gains While Crypto ETFs Suffer $120 Million in Withdrawals
- Bitcoin and Ethereum ETFs faced $120M outflows in October as investor caution grew amid market weakness and Trump's tariff policies. - Trader "0xc2a" defied market trends, securing $17M profits from long positions after Bitcoin and Ethereum rebounded 4% and 2% respectively. - Ethereum near $4,000 drew $650M short leverage ahead of Trump-China talks, while institutional ETH holdings surpassed Bitcoin's for the first time. - Technical analysis suggests Bitcoin could test $117,000 if it holds above $108,000

Bitcoin Updates: South Korea’s Bitplanet Leads the Way in Corporate Bitcoin Holdings as Regulations Evolve
- South Korea's Bitplanet becomes first local firm to execute daily Bitcoin accumulation, buying 93 BTC under a $40M plan to build a 10,000 BTC treasury. - Rebranding and compliance framework under FSC oversight highlight its role as a corporate crypto adoption pioneer in a tightening regulatory environment. - Bitcoin's 6.7% price surge and $3.55B ETF inflows in October underscore growing institutional acceptance, aligning with Bitplanet's treasury strategy. - Upcoming Digital Asset Basic Act and FSC's sta

Bitcoin News Today: The Changing Role of Bitcoin: Shifting from an Inflation Shield to a Gauge of the Dollar
- NYDIG analysis reveals Bitcoin's weak correlation with inflation, challenging its "digital gold" narrative as dollar fluctuations increasingly drive its price. - Technical indicators show bearish patterns and divergences, though institutional adoption and macroeconomic factors could still fuel a 2025 rebound. - Bitcoin and gold both respond to dollar strength/weakness rather than inflation, with combined market value nearing 133% of U.S. M2 money supply. - BlackRock's $100B Bitcoin ETF and retirement por

Ethereum Updates: Large Holders Continue to Acquire Ethereum Despite ETF Withdrawals in a Divided Market
- Ethereum whales accumulate $32M on OKX, signaling institutional confidence despite $18.8M ETF outflows and mixed investor sentiment. - Ethereum Foundation's $650M wallet migration triggered $700M profit-taking, temporarily pushing price below $3,800 amid market uncertainty. - Bitcoin short-squeeze sees $200M whale position closed for $6.4M profit as ETF outflows persist, highlighting geopolitical volatility's market impact. - Solana whale transfers $93M to Binance, reflecting scalability concerns while E

