SOL Strategies CEO Leah Wald outlined how Solana-focused digital asset treasury companies can drive institutional adoption and exchange-traded fund (ETF) flows.

In an interview with CryptoSlate, Wald noted that multiple Solana treasury companies create a “rising tide” effect similar to Bitcoin miners benefiting alongside Bitcoin ETF inflows.

She noted the parallel between Bitcoin ecosystem dynamics, where miners receive inflows alongside spot and futures ETFs, suggesting similar potential for Solana-focused companies.

Wald explained:

“You’ve always seen that in the past where miners get inflows, like Bitcoin miners. ETF gets inflows alongside Bitcoin spot and Bitcoin futures ETFs get inflows.”

She described the phenomenon as retail investors choosing different products based on enthusiasm, while institutions prefer ETFs for tax advantages and custody structures.

Wald acknowledged widespread market expectations for a spot or staked spot Solana ETF under a 33 Act wrapper, viewing this development as part of a broader rising tide of product offerings.

She emphasized that treasury companies must operate respectfully to maintain industry credibility while benefiting from expanding product availability.

Bloomberg ETF analysts expect an approval in October, when most of the spot Solana ETF filings will meet their final deadline with the SEC.

DAT dynamics

Addressing concerns about digital asset treasury (DAT) company valuations, Wald acknowledged that many firms that added Bitcoin now trade at discounts to multiple of Bitcoin NAV (mNAV), including Bitcoin miners.

A Sept. 2 report by Grayscale highlighted a decreasing mNAV for DAT companies, suggesting a cooling of interest from investors.

However, she expressed confidence that SOL Strategies’ dual approach as both a technology company and treasury accumulator provides competitive advantages during market downturns.

Wald stated:

“It does not scare us. I think it positions us in a position of strength because we’re the only ones running a real business and it’s a business that continues to accumulate and compound.”

She noted that discount trading environments place pressure on management teams to execute validator business models effectively rather than relying solely on asset appreciation.

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SOL Strategies differentiates itself by calling the company “DAT plus plus,” emphasizing technology development alongside treasury accumulation.

Wald described the firm as a technology company first, with treasury accumulation as a secondary function, contrasting with purely speculative treasury models.

SOL Strategies added SOL to its treasury and started trading on Nasdaq on Sept. 9 under the ticker STKE.

Infrastructure validation

Despite being the second-largest decentralized ecosystem, with over $12 billion in total value locked, Solana still represents a small fraction of the tokenization landscape.

Institutions deployed nearly $500 million using Solana’s infrastructure, representing 3.1% of this market. In comparison, Ethereum has a 52% dominance over tokenization efforts.

Wald sees institutional treasury companies as catalysts for closing this gap through education and validation efforts.

She explained:

“I do think that any ETF, like any well-respected issuer or well-respected company, anyone that puts boots on the ground on education is only going to help Solana, the network, grow and succeed.”

She emphasized validation and adoption benefits from proper educational initiatives about Solana’s technical advantages.

Wald stressed the significant institutional interest, including BlackRock’s plans to launch a yield fund on Solana alongside existing tokenized products from Apollo and Franklin Templeton.

She listed these developments as evidence of growing institutional recognition of Solana’s capabilities for tokenization and digital asset infrastructure.

Wald concluded by positioning treasury companies as educational ambassadors for Solana’s institutional adoption journey:

“It’s on all of us out there to educate why we think that it’s better, cheaper, faster, quicker, all those different merits to get there. Hopefully, with all the DAT leaders out there providing education, it should snowball.”

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Crypto Journalist

Anas Hassan

Crypto Journalist

Anas Hassan

About Author

Anas is a crypto native journalist and SEO writer with over five years of writing experience covering blockchain, crypto, DeFi, and emerging tech.

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September 10, 2025

SOL Strategies commenced trading on Nasdaq Global Select Market under the ticker STKE with $94 million in Solana treasury holdings.

The Canadian firm becomes the first Solana-focused public company to achieve a U.S. listing and maintains dual listings on CSE under the symbol HODL.

The Nasdaq debut follows months of preparation, including a one-for-eight share consolidation, reducing outstanding shares from 176 million to 22 million to meet exchange requirements.

Virtual Bell Ceremony Bridges Traditional Finance with Blockchain

SOL Strategies hosted an innovative on-chain bell ringing ceremony at stke.community, allowing participants to memorialize their participation through permanent Solana blockchain transaction memos.

The celebration included live X Spaces discussions featuring industry partners and company leadership.

The company operates as a “foreign private issuer” under SEC rules, exempting it from certain U.S. regulatory requirements, including proxy solicitation rules and Section 16 filings.

This status allows continued operation under Canadian governance standards without requiring a majority of independent directors.

Current capital structure includes 22 million common shares outstanding, 12 million warrants, and 5.3 million stock options following the consolidation.

The firm rebranded from Cypherpunk Holdings in September 2024, shifting focus entirely to Solana blockchain infrastructure and investment.

Now, SOL Strategies manages 3.62 million SOL under delegation, including 402,623 SOL from its treasury, valued at C$111.7 million.

Record participation includes 8,812 unique wallets staking with the firm, and Cathie Wood’s ARK Invest moving 3.6 million SOL worth approximately C$888 million to SOL Strategies infrastructure in July.

Institutional Solana Treasury Arms Race Accelerates

SOL Strategies faces increasing competition as institutions race to build massive Solana treasuries.

Forward Industries announced a $1.65 billion private placement led by Galaxy Digital, Jump Crypto, and Multicoin Capital to establish a digital asset treasury strategy centered on Solana.

Kyle Samani from Multicoin Capital will become Forward Industries Chairman following transaction completion.

Galaxy Digital contributes institutional infrastructure, including trading, lending, and staking services, while Jump Crypto provides technical expertise through initiatives like the Firedancer validator client.

DeFi Development Corporation holds 1.27 million SOL valued at $248 million after raising $122.5 million in debt financing led by Cantor Fitzgerald. The firm added nearly 292,000 SOL in recent months.

Upexi remains the largest corporate holder with over 2 million SOL worth approximately $444 million, according to CoinGecko.

Just today, QMMM Holdings reported a 1,736% stock increase after announcing plans to build $100 million crypto treasury targeting Bitcoin, Ethereum, and Solana.

The Hong Kong-based digital media firm’s “crypto-autonomous ecosystem” combines artificial intelligence with blockchain technology.

The five largest institutional holders now control over 3.7 million SOL worth $726 million, with institutional ownership representing approximately 1.55% of the total circulating supply.

Technical Analysis Points to Imminent Breakout

SOL currently trades at $216.24 within a well-defined ascending channel that has guided its advance from $152 to current levels.

Multiple horizontal resistance levels are marked at $185.78, $204.58, $209.79, $218.60, with projected targets at $245.06.

The 4-hour chart shows SOL positioned just below $218.60 resistance, testing a key breakout level following recent progress through multiple resistance zones.

The ascending trendline provides critical support around $210-212, maintaining the bullish channel structure.

Stage Theory analysis indicates SOL remains in “Stage 2 Uptrend” following an extended “Stage 1 Basing” period.

The Phantom indicator shows bullish readings despite recent consolidation, suggesting underlying momentum remains positive for continued advances.

Weekly charts confirm SOL’s position well above the 200-day moving average at $158.43, validating long-term uptrend integrity.

Notably, some analysts have discovered a”slow grind higher” pattern that shows consistent respect for ascending trendline support, indicating institutional accumulation providing floors during weakness.

This steady advance with minimal volatility often precedes explosive moves as resistance levels are overcome.

Based on technical evidence across multiple timeframes, SOL appears positioned for continued bullish momentum toward the $245 target.

The immediate focus centers on breaking decisively above $218.60 resistance, which would likely trigger momentum-based buying toward measured move objectives with support maintained around the $210 – $212 ascending trendline.

Solana (SOL) treasury company SOL Strategies secured approval to list its common shares on the Nasdaq, according to a Sept. 5 announcement.

The company expects trading to commence on Sept. 9, under the ticker symbol “STKE” while maintaining its Canadian Securities Exchange listing under “HODL.”

Shares will no longer trade on the OTCQB Venture Market, and existing shareholders will be automatically converted to the Nasdaq listing without requiring any action.

CEO Leah Wald said:

“Joining Nasdaq aligns us with the world’s most innovative technology companies and positions us to attract institutional investors who recognize the transformative potential of Solana’s infrastructure.”

She added that the listing provides shareholders with enhanced liquidity, while giving the firm access to deeper capital markets.

SOL Strategies completed its transformation from a diversified crypto holding company to a Solana-first investment vehicle after unanimously approving the strategy shift at its shareholder meeting on July 30, 2024.

The rebranding coincided with the appointment of Wald as new CEO in early July, which accelerated the company’s accumulation of SOL tokens and ecosystem investments.

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The green light marks a significant milestone for the Toronto-based company following its strategic rebrand from Cypherpunk Holdings and pivot to Solana-focused investments.

Institutional interest in Solana treasuries grows

The approval arrives amid broader institutional interest in Solana exposure, with Galaxy Digital, Multicoin Capital, and Jump Crypto reportedly seeking approximately $1 billion to assemble the largest dedicated SOL treasury through a public company vehicle.

Cantor Fitzgerald serves as lead banker for the effort, which contemplates acquiring a listed entity to create an institutional-grade Solana treasury.

Other companies also operate SOL treasuries through public markets, including Upexi, which has holdings surpassing $100 million, and DeFi Development Corp, reporting 846,000 SOL with plans to compound via staking yields.

SOL Strategies expects the Nasdaq listing to accelerate validator growth through institutional partnerships, enhance operational scalability as demand for Solana staking increases, and strengthen its position as the leading institutional gateway to the Solana ecosystem.

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Last year, major breakthroughs in blockchain technology, increasing institutional adoption, and the resilience of cryptocurrencies during economic uncertainty have silenced many critics. 

Here we are in 2025, and the question on everyone’s mind is: What’s next for crypto?

Let’s break it down.

First, let’s address the elephant in the room: is crypto trading profitable in 2025?

Spoiler alert: it absolutely can be, but only if you play your cards right. 

This year is shaping up to be a pivotal one for crypto, with a mix of major events and market trends likely to shape the landscape.

The SEC’s approval of spot Bitcoin ETFs in 2024 opened the floodgates for institutional investors. The Bitcoin’s value in 2025 may be influenced by massive inflows from traditional finance. Volatility expected — stay alert!

After a couple of tough years, many altcoins are staging comebacks. Ethereum remains a strong contender, especially with continued advancements in decentralized finance (DeFi). Keep an eye on Layer 2 solutions and emerging tokens in AI and gaming ecosystems.

Central Bank Digital Currencies (CBDCs) are rolling out globally, and their impact on traditional cryptos like Bitcoin and Ethereum is still unfolding. Some believe CBDCs might legitimize the crypto market further, while others fear they could overshadow decentralized tokens.

Regulatory clarity is improving, but it’s a double-edged sword. While increased oversight can scare off some players, it also paves the way for greater adoption. In 2025, expect clearer rules across Europe, Asia, and North America.

Crypto trading strategies in 2025 will heavily depend on choosing the right assets. Here’s a shortlist:

• Bitcoin (BTC): Watch for ETF-driven rallies and macroeconomic trends.
• Ethereum (ETH): DeFi, NFTs, and smart contracts make ETH a perpetual favorite. Keep an eye on gas fee optimizations and staking opportunities.
• Solana (SOL): Fast, scalable, and increasingly popular for decentralized apps.
• AI Tokens: With AI integration booming, these tokens are making waves.
• Meme Coins (DOGE, SHIB): High risk, but still attracting traders looking for quick flips during bull runs.

While some crypto assets take a while to get to the markets, others may appear much quicker. A good example is the TRUMP coin that became the rumour of the day since its launch. It’s already available for trading on IQ Option: seize the moment to make your move!

Stay ahead in the evolving crypto market with these strategies:

• HODLing: This “Hold on for Dear Life” strategy is a staple for BTC and ETH investors. By holding on to assets during periods of volatility, traders can capitalize on long-term value appreciation, especially during sustained growth phases.
• Hype Trading: Unlike traditional markets, crypto thrives on news and FOMO. A single tweet can shift the market dramatically, so stay informed through crypto news portals and our curated Newsfeed.

• Trading with Indicators: Use tools like Moving Averages to spot trends, MACD for reversals, and RSI to gauge signal strength. Combine them for better insights and to strengthen your crypto trading strategies. In the example below, the BTC chart shows bullish signals from these three indicators, leading to a bullish reversal.

• Short Selling: Falling prices don’t mean falling profits. Explore our detailed guide to short selling crypto and turn downturns into opportunities. 

The short answer: Yes, if you approach it with the right mindset.

The long answer: While the crypto market is enjoying unprecedented support and growth, it’s also entering a phase of significant change, which could bring increased volatility. For CFD traders, this presents an opportunity to capitalize on both market ups and downs. The key is staying informed, keeping up with the latest news, and making smart, data-driven decisions.

Final Thoughts

If you think it’s too late to learn crypto trading, think of this: crypto trading in 2025 is as thrilling as ever. Bitcoin ETFs are driving institutional interest, altcoins are rebounding, and handsome volatility is expected. Stay informed, track key assets like BTC, ETH, and Solana, and remember: IQ Option is the best crypto trading platform packed with tools you’ll need to make your 2025 glorious.

When you buy something through one of the links on our site, we may earn an affiliate commission.

Do Holy Grail trading strategies exist?

Yes, they do.

But…

It all depends on how we define a grail strategy.

So in this article, I’ll get into what a Holy Grail trading strategy is, and more importantly, how you can discover your own Holy Grail.

The Definition of Holy Grail

There’s no agreed upon definition of a Holy Grail trading strategy, so I’ll give you my definition.

Other people will have their own definitions and that’s great.

But for the sake of what I’m going to talk about here, I need to define a Holy Grail:

A single trading strategy or portfolio of strategies that a trader feels is worth trading because it gives him the long-term return he is looking for.

That’s it, super simple.

Ultimately, that’s why we trade.

Therefore, I believe that there are grail strategies, but they are not what most people might think.

Holy Grail Trading Strategy Misconceptions

Many new traders think that a Holy Grail trading strategy is one specific strategy that they haven’t discovered yet and it will provide them with unlimited profits forever.

That’s obviously a myth.

A few trading educators have also named their trading strategy “The Holy Grail.”

Sometimes they actually believe it, sometimes they are just being sarcastic.

Whatever the case, be sure to steer clear of anyone who claims to have a trading strategy that cannot fail.

All trading strategies can fail, even if the most successful trader in the world uses it.

Here’s why…

The Most Profitable Trading Strategies are the Ones That Match YOU

Now obviously there are plenty of profitable trading strategies out there.

Hedge Funds wouldn’t be a thing if their strategies didn’t work.

However, many retail traders get caught up in chasing the wrong Holy Grail.

This is very important, so pay attention. 

Your Holy Grail trading strategy will be different from almost every other trader in the world.

I’ve seen traders do well day trading just one strategy.

Other traders prefer trading a portfolio of swing trading strategies.

Some traders trade multiple markets, while others prefer just one.

You get the point.

The bottom line is that you have to trade a strategy that works well for YOU.

Most of the time, that means you’ll have to tweak existing strategies to find something you like.

So the faster you can internalize this fact, the faster you’ll be able to find a trading strategy that is profitable over a long period of time.

The Grail is Already Within You

Now I’m going to get a little philosophical for a moment.

Another reason that I believe that there are grail trading strategies is because I feel that the mythic “Grail” of ancient lore is actually much closer to home.

In the Indiana Jones movie, they go searching for a cup.

But what if the cup is simply a metaphor for what’s already inside you?

And what if a Holy Grail trading strategy is simply another metaphor for trading based on your innate personality?

Believe what you want, but that might be something to consider.

Final Thoughts

When I first started this website, I believed that there is no Holy Grail trading strategy.

But I changed my mind.

After a lot of experience and live trading, there are undoubtedly methods that successful traders use over a long period of time.

That’s a grail to me. 

Successful traders also have techniques for developing new trading strategies and that could be considered a grail system as well.

So if you want to find the best long-term trading strategy for you, stop chasing the latest trendy strategy on TradingView.

Start reviewing your trading personality, and developing strategies that make sense to you.

Backtest your strategies to find out if they have an edge or not.

That’s how you find a grail strategy.

Yes, it takes work, but the rewards can be tremendous.

Bitcoin’s security model is currently supported primarily by block subsidies, encouraging miners to donate to hash power and protect their networks. However, block subsidies are halved about every four years, and asymptotically approaching zero over time.

This has led to concerns that in the long run, transaction fees alone may not be enough to provide the same level of security, potentially leading to lower hashrates and increased vulnerability to attacks such as Deep Reorgs and 51% attacks.

I am interested in both theoretical and practical implications of this transition. in particular:

What are the expected outcomes of the decline in block subsidies on minor behavior and overall network security?

Are there any past rate market trends that suggest whether rate-based security is viable?

What mitigation strategies are being proposed or discussed, including tail emissions, protocol changes, and layer 2 mechanisms that can support L1 security?

I’m asking from both the engineering and economics perspective. If possible, we appreciate any references to existing research, suggestions, or data-driven analyses.

Ethereum and Consensys co-founder Joe Lubin said companies adopting ETH treasury strategies will play a critical role in communicating the second-largest digital asset’s value to Wall Street, as major financial institutions ramp up blockchain use and process around 24 million transactions daily.

Lubin made the statement during an interview with CNBC on July 8 in response to queries about the rising trend of Ethereum treasury adoption.

According to Lubin:

“It’s about telling the Ethereum story. What does Wall Street pay attention to? It pays attention to being able to make money.”

He contrasted Bitcoin’s strong narrative with Ethereum’s future-focused positioning, explaining that while Bitcoin has a value proposition people “can understand and get behind,” Ethereum has spent the last decade building scalable infrastructure in anticipation that internet activity will shift to Web3.

Lubin described Web3 as the natural decentralization of the web and said that Ethereum is now scalable, affordable, and legally usable in the US.

However, he added that regulatory hurdles under former SEC Chair Gary Gensler made it unattractive for projects to build and issue tokens, delaying broader consumer and enterprise adoption.

‘The biggest splash’

Lubin said that treasury strategies are emerging as a solution to address Ethereum’s current supply-demand imbalance. He added that holding ETH in treasuries is a strong business model and will be critical to stabilizing market conditions as more applications are built on Ethereum.

He pointed to SharpLink Gaming as an example, describing it as the largest ETH treasury company so far, with holdings exceeding 200,000 ETH. While other firms like Bitmain have also adopted similar strategies, Lubin said SharpLink has made “the biggest splash.”

According to Lubin:

“Because decentralization is the direction of travel for the world. We believe that we’re going to see Ether and Bitcoin continue to rise over the next years and decades as we paradigm shift to more and more decentralization.”

He added that his team is acquiring tens of millions of dollars in Ethereum daily through multiple channels and plans to “stay the course.”

Lubin concluded that these treasury strategies will play a key role in cementing Ethereum’s relevance in traditional finance as the blockchain shifts from infrastructure building to mass application deployment.

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How liquid staking and restaking are reshaping the DeFi landscape in 2025

Since its inception, the DeFi (decentralized finance) ecosystem has transformed unbelievably, with staking mechanisms evolving and no longer existing in the simple form of receiving PoS (proof-of-stake) rewards, as they are currently being advanced as quite elaborate yield-generating schemes.

The rise of liquid staking and restaking protocols is one of the essential DeFi trends of 2025, as the technology transforms how users engage with blockchains to get rewards and obtain returns.

Difficulty in registering disasters and disaster gaps filling the traditional staking bottleneck

Despite its role as the basis of PoS networks, classical staking has long entailed two potential costs – its users have to give up liquidity by locking the tokens to provide their network with security and earn remuneration in society.

Such a constraint has always kept other investors outside the process of staking, especially those interested in having the freedom of selling or frequently using their resources, like in other DeFi services and protocols.

As DeFi transitioned into a mature product, the problem was even more imminent.

The users were forced to either stake to receive the staking rewards or engage in other yield-generating ones, such as lending, borrowing or supplying liquidity to DEXs (decentralized exchanges).

To a large extent, this type of either-or situation left too much value at the table, resulting in inefficient use of capital throughout the ecosystem.

That is the liquid staking revolution.

Liquid staking was created to solve this dilemma elegantly and enable the user to stake their tokens and maintain liquid derivative tokens reflecting their stake.

These LSTs (liquid staking tokens) are freely tradable. They can be secured as collateral or create leverage in other DeFi protocols, thus removing what is known as the liquidity penalty of traditional staking.

This idea became popular with protocols like Lido Finance that offered stETH (staked Ethereum) as a fluid version of staked ETH.

This new technology made the possible use cases and yield strategies floodgates.

By now, users could stake ETH and in return, get their teeth – then use it in DeFi solutions like providing liquidity on DEXs, gaining more rewards by lending protocols or following other DeFi ideas.

The implications have been enormous.

These protocols boosted the overall security of the network by allowing staked assets to be withdrawn when a stake was less likely to be attacked by a lazy observer, since this raised the number of people staking – thus making the network more secure – and because it added capital to the DeFi ecosystem by making more capital available to be staked and therefore used by all the protocols available.

The new frontier – restaking

Restaking has become the logical upgrade based on the effectiveness of liquid staking.

With restaking, the users may increase the security assurances of their collateral possessions to cover other blockchain services and protocols and earn other payoffs simultaneously.

EigenLayer is one of the first to enter this market, and they have developed what some are referring to as a paradigm shift in how blockchain security is handled.

Instead of having each new protocol require booting up its security, restaking enables sharing staked assets to secure many services via a single staking set.

That makes the security model more efficient and gives stakes more revenue opportunities.

The technology does not end at that point. The LRTs (liquid restaking tokens) are a second layer of such an ecosystem and enable the liquidity of restated positions in the same way LSTs enable traditional staking.

This forms a compound effect where users can obtain rewards generated by a single source while keeping their liquidity and capability to engage in other DeFi processes.

The awakening of the institution

The fact that more and more institutions have become interested in the DeFi staking mechanisms was perhaps the most critical development in 2025.

DeFi has been used to define many of the current financial services based in the traditional financial world, but they are becoming more open to the value proposition of these developed staking tactics.

Several factors are causing the shift.

First, the regulatory climate has improved, and some straightforward rules are crystallizing regarding the staking of digital assets and DeFi engagement.

Second, the infrastructure has become highly mature, and forms of institutional-grade custody and compliance tools allow traditional finance to enter the space more safely.

Leading financial institutions have stopped seeing DeFi as a speculative turf and instead see it as a plausible yield source that can supplement conventional investment.

The fact that liquid staking and restaking protocols allow for the earning of many incomes – keeping the option of moving the positions due to varying market realities – fits the practices of institutional risk management.

Risks and its considerations and challenges

Along with the thrilling prospects, the development of staking procedures has given rise to new risks that one will have to pay close attention to.

The risk of smart contracts has also been compounded, given that people are dealing with more complex protocols.

All abstractions between liquid staking, restaking and liquid restaking introduce possible sources of failure.

There are more nuances to slashing risks. In classical staking, users are subjected to cuts due to validator malpractices on an individual network.

When restaking, these risks add on top of each other on various services and protocols. When a validator is malicious when securing more than one network by staking, the fines may even be more drastic.

The complexity of such systems also causes new types of systemic risk. The more capital that flows into interconnected staking protocols, the greater the chance of an escalating failure.

The potential effects of a serious problem with one of the largest liquid staking providers on the DeFi ecosystem are huge.

To the future – Future of yield

This path of the development of DeFi staking speaks of the idea that we are just at the beginning of a paradigm shift, like blockchain networks secured and rewarded to users.

The concept of yield staking – the possibility to earn more than one source of income on one underlying asset – is becoming more advanced.

Further advancements can also involve cross-chain restaking when the value staked on the first blockchain can be used to secure the services on the other chains.

This would make the multi-chain ecosystem even more intertwined and efficient and present users with even more varied sources of revenue.

There is also a high probability that integrating traditional finance with such DeFi mechanisms will speed up.

There is a potential to create new financial instruments to offer the DeFi rates to the conventional investment portfolio as institutions gain more comfort with the risk-reward curves of more advanced staking strategies.

Clarity of regulation will remain extremely important to this evolution.

The more lawmakers and regulatory authorities have an insight into the inner workings of these systems, the more guidelines of ease or restriction may emerge that can either speed up the use of these mechanisms or narrow down how they evolve.

Conclusion

The development of simple staking to more sophisticated yield-generation strategies is an evolution of technology and a paradigm shift in our capital efficiency and blockchain security models.

By removing the trade-offs that restricted stake participation in the past, liquid staking and restaking protocols are opening up new opportunities for individual and institutional investors.

As these mechanisms keep maturing and becoming mainstream, they are bound to play a focal role in the overall transformation of the financial system.

It is possible to have several income streams in one asset, remain liquid and be a part of a larger system of financial services, which has a strong appeal to the point where conventional finance is finding it difficult to ignore.

The critical point is that the participants should clearly view the risks and rewards of these opportunities.

New optics in DeFi will create a new opportunity, and whoever best understands how to operate in the complexity and manage the risks will be in the best situation to take advantage of this new paradigm.

Erick Otieno Odhiambo is a full-stack developer freelancing for crypto-based projects and blogs, with a strong interest in blockchain technology. He has years of experience in software development and creating content. His goal is to teach and encourage with well-researched stories about Web 3.0.

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any loses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

Wealthy US investors say they are more likely to hire financial advisers who provide crypto guidance, according to a June 2025 CoinShares survey of 500 individuals with at least $500,000 in investable assets.

A vast majority (88%) of investors already work with an adviser, and 58% rank advisers as their most trusted source for digital asset information., ahead of market analysis tools, podcasts, and peer networks.

Among those not yet in crypto, 78% of sub-high-net-worth and 93% of high-net-worth respondents said they would consult an adviser before making a purchase.

The survey also shows that 82% of all respondents would be “more inclined” to retain an adviser who offers crypto guidance, while 49% would actively seek one with demonstrable expertise.

What investors want

Respondents cite two primary roles for advisers: securing compliant investment vehicles such as exchange-traded funds (ETFs) or trusts and designing portfolio allocation and risk management strategies, each selected by 54% of participants.

Other valued services include custody recommendations (46%), tax and regulatory support (49%), and education on blockchain fundamentals (47%).

When asked about red flags, 29% point to advisers who lack personal crypto experience, and another 29% point to product recommendations delivered without a clear explanation of risks.

Personas shape advice demand

CoinShares segment investors into three groups: “crypto-curious” (21%), “cautiously confident” (38%), and “committed” (37%).

The crypto-curious lean on advisers for basic education and prefer passive products. At the same time, the cautiously confident seek familiar structures such as ETFs and stablecoins.

The committed want advanced strategies covering decentralized finance (DeFi), staking, and tax optimization.

Across all personas, 65% say they have delayed an allocation because reliable information was lacking, and only 6% feel fully informed about digital-asset investing.

Adviser’s outlook

The report highlighted that 91% of advisers surveyed in late 2024 remain optimistic about Bitcoin’s mainstream adoption, and 42% warn that late adopters will face higher risks.

These views mirror client sentiment, as 90% of current crypto holders plan to increase exposure in 2025, while 75% of non-holders either want to learn more or intend to invest soon.

The findings position digital asset competence as a decisive factor in adviser selection among affluent investors and outline specific service areas, such as compliant products, portfolio design, custody, and tax guidance, that drive that preference.

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