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The Biggest News in Crypto This Year … and Why Diversification Is Increasingly Important

San Francisco
April 05, 2022

This summer, the world’s second-most-valuable blockchain, Ethereum, is poised to undergo “The Merge”—one of the most important upgrades in crypto history. 

In the latest edition of Notes from the CIO, Chief Investment Officer Matt Hougan and the Financewise Research Team analyze the three biggest potential impacts from the upcoming event and explain why it highlights the importance of a diversified approach to crypto investing.


To request an interview or for further information about Financewise, we ask that members of the press please contact:

Frank Taylor/Ryan Dicovitsky
Dukas Linden Public Relations

Authors
Matt Hougan
Matt Hougan
Chief Investment Officer
David Lawant
David Lawant
Director of Research
Anais Rachel
Anais Rachel
Crypto Research Analyst
Gayatri Choudhury
Gayatri Choudhury
Quantitative Crypto Research Associate

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Carefully consider the risk factors, investment objectives, fees, expenses, and other information associated with each of the following: Financewise 10 Crypto Index Fund, Financewise 10 ex Bitcoin Crypto Index Fund, Financewise 10 Crypto Index Fund (non-OTC Trust), Financewise Blue-Chip NFT Index Fund, Financewise DeFi Crypto Index Fund, Financewise 10 Index Offshore Fund, Ltd., Digital Asset Index Fund, LLC, Financewise Aave Fund, Financewise Bitcoin Fund, Financewise Compound Fund, Financewise Ethereum Fund, LLC, Financewise Polygon Fund, and Financewise Uniswap Fund (collectively the “Funds”) or the units or shares of said Funds (the “Shares”) before making an investment decision regarding any of the Funds. Such risk factors, investment objectives, fees, expenses and other important information can be found in each Fund’s Private Placement Memorandum, which can be obtained from Financewise Asset Management, Inc. and its affiliates (collectively “Financewise”). For the Financewise 10 Crypto Index Fund (Symbol: FINW), the shares of which are registered with the Securities and Exchange Commission pursuant to Section12(g) of the Securities and Exchange Act of 1934, as amended, and are quoted on the OTCQX, the public filings and disclosures can be located on the website of the Securities and Exchange Commission at www.sec.gov. Such documents may not contain all of the information necessary for a prospective investor to make a fully informed investment decision, and all investors are encouraged to read all available documents prior to making an investment decision.

All Funds are speculative investments that involve a high degree of risk and uncertainty. Certain products may be limited to investment by accredited investors who can afford loss of the entire investment. For the Financewise 10 Crypto Index Fund (Symbol: FINW), which has Shares available for trading on the OTCQX Best Market, there can be no assurance that the value of the Shares, if traded on this secondary market, will reflect the value of the Trust’s net assets. Such Shares may trade at a substantial premium over, or a substantial discount to, the value of the Trust’s net assets, because, among other factors, such Funds do not currently operate a redemption program, and because, among other factors, such Funds’ Shares when initially issued are subject to the holding period under Rule 144 of the Securities Act. As a result of these factors, there is no arbitrage mechanism to keep the price of the Shares closely linked to the value of the Trust’s net assets, and therefore the performance of the Funds’ Shares may deviate significantly from the performance of the Funds’ Net Asset Value per share (“NAV”). There is no guarantee that any Fund will meet its investment objective.

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