BitWise 10 Crypto Index Fund: Expensive Access To Crypto, Coupled With Complicated Tax Treatment

Damian Mark
1.44K Followers

Summary

  • I have been trading in and out of GDLC, the Grayscale Digital Large Cap Fund, for a couple of months due to its wide discount to NAV.
  • Before engaging in such trades, I did consider investing in the Bitwise 10 Crypto Index Fund, which also has a large discount to NAV, in lieu of GDLC.
  • After weighing the merits, however, I determined that the Bitwise 10 Crypto Index Fund is the less favorable NAV arbitrage trade, primarily because of its K-1 partnership tax treatment.

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Introduction

A Delaware statutory trust, the Bitwise 10 Crypto Index Fund (OTC:BITW) (the "Fund") provides investors with "a secure way to get diversified exposure to Bitcoin (BTC-USD) and other leading cryptocurrencies." The

This article was written by

1.44K Followers
Damian Mark is a business attorney with more than 20-years' experience representing entrepreneurs and other clients in financing transactions, private placements, mergers and acquisitions, debt restructurings and general corporate matters. He frequently works with health-care companies, government contractors, real estate companies and water/wastewater utilities. He has been investing in stocks, bonds, ETFs and closed-ends for just as long, and has also invested in private businesses.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GDLC, BTC-USD, ETH-USD, SOL-USD, ALGO-USD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The digital assets/blockchain space is very volatile. Between the time of writing and the time of publication, large swings in some of the prices referenced in this article are likely to occur. This article is not investment advice and is solely for peer-to-peer learning purposes. Do your own due diligence.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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