The Digital Asset Class: Truvius’ Guide to a Crypto Allocation
Feb 20, 2025
First: What is Truvius?
Truvius is an SEC-registered systematic investment manager for digital assets. We offer diversified, actively managed, and institutionally custodied portfolios of 30+ crypto assets built for the long-run—all within a sleek investment app designed both for individuals and institutions.
Our investments seek to capture fundamental value across the entire digital asset class, holding assets spanning eight crypto sectors and offering varying degrees of actively managed exposure to those assets.
Our View
Crypto allocations that encompass a broad range of investable digital assets reduce single-asset concentration, can lead to improved risk-adjusted returns, and help grow expertise in the entire asset class and its underlying value. Just like crypto can be diversifying to stocks and bonds, different crypto sectors can be diversifying to each other.
Crypto as an Asset Class: A Three-Part Learning Series
To help investors develop a framework for a multi-asset, systematically managed approach to crypto investing, we provide a three-part learning series of past writings that present the long-term benefits that a diversified, systematically managed digital asset portfolio can have:
At Truvius we seek to systematically identify fundamental value and construct investable, diversified portfolios of digital assets. Underlying that investment process is a foundation of financial theory that, among other basic investment principles, shows that diversification is not only good, but improves expected returns per unit of risk. Unfortunately, the crypto space—including many existing SMA platforms—currently seems to be overlooking this principle.
Read on to learn about the risk-adjusted return expectations investors should consider when deciding between single-token, two-token, and multi-token crypto allocations.
Focusing on Bitcoin vs. “everything else” may obscure the already meaningful and fast-growing footprint of many crypto assets and could cause investors to miss out on longer-term portfolio benefits associated with comprehensive investment within the asset class. Read on to learn more. (Bonus question: did you know Solana has a market cap approximately ~2.5x that of Delta Airlines?)
This post expands on the specific businesses, milestones, and market commentary of a collection of digital assets from different crypto sectors that we believe exemplify fundamentally valuable blockchain-powered technologies. Then, we provide a guide to a multi-sector digital asset allocation for investors seeking a long-term, fundamentals-oriented approach for their crypto exposure.
Bonus: Welcome to Truvius (Video)
Want to learn more or get started with Truvius? This video featuring co-founder and CEO Connor Farley explains it all.
Important Disclaimer
This communication and the information contained herein is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced, used, distributed or disclosed, in whole or in part, to third parties without the prior written consent of Truvius. Neither Truvius nor any principal or agent guarantees or makes any representations as to the performance of any investment product, other investment vehicle or account managed by Truvius, the repayment of capital, income payments or any particular rate of capital or income return. All performance and risk targets contained herein are subject to revisions by Truvius and are provided solely as a guide to current expectations. There can be no assurance that Truvius’ strategy, or any of the investments shown herein will achieve any targets or projections, or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially.
The information presented herein, including, but not limited to, Truvius’ organizational structure, investment experience/views, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve Truvius’ views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented, any of which may change without notice. Truvius has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does Truvius make any express or implied warranties or representations as to the completeness or accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. No person (other than Truvius and its principals and employees) has been authorized to make any statement concerning Truvius and any such statements, if made, may not be relied upon. This communication has been prepared from original sources and data believed to be reliable. However, no representations are made as to the accuracy or completeness thereof. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstance existing or changes occurring after the date hereof. Certain information contained in the presentation may constitute forward looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of any investment product, other investment vehicle or account managed by Truvius may differ materially from those reflected or contemplated in such forward-looking statements. This document is being provided for informational purposes only, and is being communicated for the purpose of ascertaining levels of interest in the investment products offered by Truvius. These materials are not intended, and shall not be construed, as an offer to sell, or the solicitation of an offer to purchase, any security (including the investment products or any other vehicle or account managed by Truvius), the offer and/or sale of which can only be made by definitive offering documentation which will be provided to prospective investors in connection with any offering and which will contain material information that is not set forth herein, including risk factors relating to any such investment. All information, including projections and estimates, is subject to change without notice. Past performance is not necessarily indicative of future results. Please read our Form ADV Part 2A and Form CRS for more information.
