THIS WEEK’S FOCUS

Beyond Bitcoin: The Future of Crypto as an Asset Class

At this point, owning Bitcoin or Ethereum is like having an iPhone—basic, expected, and not exactly a flex. The real question isn’t whether crypto is here to stay (we’re past that), but rather: What’s next?

Institutions are moving in. Tokenization is changing traditional finance. And new investment strategies are emerging that go far beyond “buy and hold.” If you’re serious about wealth-building, now is the time to rethink how crypto fits into your portfolio.

Let’s break it down.

AI ISN’T JUST DRIVING STOCKS, IT’S LITERALLY DRIVING TRUCKS

🚨 NEW STRATEGY DROP: Autonomous Trucking

Self-driving technology isn’t science fiction anymore. It’s happening now, and the companies leading the charge in autonomous trucking are positioned for massive growth. Think about it:

• The U.S. trucking industry generates $940 billion annually 📈

• Labor shortages and rising costs are pushing companies toward automation

• AI-powered logistics could reshape supply chains just like Tesla disrupted cars

Surmount’s Autonomous Trucking Strategy taps into this transformation by investing in a curated portfolio of high-potential companies leading the space—Tesla, NVIDIA, Uber, Alphabet, XPeng, Aurora, and GM.

Why This Strategy?

✅ Proven Growth – +88.75% in the past year, outperforming the S&P 500’s 22.62% return
✅ AI-Powered Stock Selection – Focuses on market leaders in automation, AI, and logistics
✅ Low Effort, Smart Returns – No need to time the market—our strategy manages the movesBoost Your Portfolio Today

WHEN THE BIG PLAYERS SHOW UP, YOU KNOW IT’S REAL

1. Institutions Are Buying In

For years, institutional interest in crypto was more talk than action. But in the past 12 months, we’ve seen a major shift:

• BlackRock, Fidelity, and Vanguard have launched spot Bitcoin ETFs, making it easier than ever for institutional capital to flow into crypto.

• Sovereign wealth funds and pension funds are actively diversifying into digital assets, something unheard of just five years ago.

• Regulated infrastructure (custodial solutions, compliance-ready exchanges) is finally making crypto investable at scale.

The "Wild West" era of crypto is fading. As liquidity deepens and market structure improves, the asset class is becoming more resilient and tradable. For serious investors, this shift signals a lower-risk, higher-credibility environment—meaning it’s time to start treating crypto like a real part of your portfolio.

CRYPTO BEYOND TRADING

2. The Tokenization Boom: Everything Is Becoming an Asset

One of the most underappreciated trends in crypto right now is tokenization—the process of putting real-world assets (RWAs) on the blockchain.

We’re already seeing:

• On-chain treasuries and bonds (BlackRock's BUIDL fund, Franklin Templeton’s tokenized money market fund).

• Tokenized real estate (instant ownership transfer, no middlemen).

• Fractionalized investments (private equity, venture capital, and collectibles becoming more accessible).

Tokenization is a game-changer because it unlocks liquidity and accessibility. Traditionally, high-quality assets (like real estate or private equity) were limited to the ultra-wealthy. Now? You could soon own a fraction of a Manhattan skyscraper with the click of a button.

For investors, this creates new opportunities for yield, diversification, and arbitrage—especially as the regulatory framework catches up.

ACTIVE STRATEGIES > PASSIVE INVESTING

3. Crypto as a Trading Asset: Beyond HODLing

Bitcoin and Ethereum will likely remain core holdings, but long-term investors are starting to look beyond simple accumulation. Here’s why:

• Crypto markets remain highly inefficient, creating opportunities for momentum and trend-following strategies.

• On-chain data and AI-driven analytics are giving traders an edge that doesn’t exist in traditional markets.

• Derivatives (options, perpetuals, structured products) are becoming more advanced, providing sophisticated risk management tools.

Buy-and-hold strategies work—but they’re leaving money on the table. Active strategies that capitalize on market inefficiencies can significantly improve returns.

THE EDGE GOES TO THOSE WHO SYSTEMATIZE THEIR APPROACH

4. How to Stay Ahead: Automating Smarter Crypto Strategies

The biggest challenge with crypto investing? Staying ahead of market cycles while managing risk. Price swings, hype cycles, and regulatory shifts make manual trading exhausting.

That’s why automation is the next evolution. At Surmount, we’ve built crypto investment strategies that remove the guesswork, leveraging:

✅ Quantitative models that detect market trends and optimize entries/exits.
✅ Portfolio rebalancing to maintain optimal risk exposure.
✅ Algorithmic execution to avoid emotional trading decisions.

Crypto strategies coming soon!