From Wall Street to global markets, crypto treasury strategies are in the spotlight.
Whether for diversification, yield generation, or broader capital markets strategy, more companies are turning to crypto to complement their treasury frameworks and support long-term financial positioning.
This shift spans a broad spectrum—from traditional corporates looking to allocate a portion of their reserves to crypto, to listed entities structuring strategies to drive value.
As adoption accelerates, key questions emerge: What’s motivating these moves? Why now? How do approaches differ? And how are companies building strategic value in a fast-moving landscape?
Join Hex Trust and expert speakers from DDC Enterprise, Moon Inc., and Fidelity International as we unpack how institutions are navigating this next phase. From initial crypto allocations to Bitcoin Finance, staking, capital markets and governance strategies. Learn what it takes to build credible, auditable, and differentiated digital asset strategies in a market full of noise, nuance, and opportunity.
Giorgia Pellizzari, Head of Custody, Hex Trust (moderator)
Giorgia oversees custody solutions spanning wallets, staking, and tokenized assets. She has driven Hex Trust’s expansion into full-service infrastructure for DeFi and tokenization, while advocating for female leadership in Web3.
Norma Chu, Founder, Chairwoman, and CEO of DDC Enterprise
Leads DDC Enterprise, a global food platform positioning as a top corporate Bitcoin treasury. One of the few Asian female founders of a NYSE-listed company, she applies a first-principles approach focused on risk management, long-term value, and shareholder alignment.
Karen Tsang, Chief Strategy Officer, Moon Inc.
Leads strategy at Moon Inc., a Hong Kong Stock Exchange listed Bitcoin Treasury company. A CFA charterholder, Karen brings over a decade of experience in investment and financing, with a track record spanning private equity, IPOs, and public markets.
Giselle Lai, Associate Investment Director, Digital Assets, Fidelity International
Supports Fidelity’s digital assets strategy across crypto and tokenization. A CFA and CAIA charterholder with a background in fixed income, she advocates for education and inclusion in Web3 through guest lecturing and the Web3 Women association.
Charmaine Tam, Head of OTC, Hex Trust
Leads OTC trading for institutional and HNW clients. Brings 15 years’ experience across TradFi and crypto, including senior roles at Goldman Sachs, Credit Suisse and HashKey Exchange, where she was the sole licensed Responsible Officer.
1. From Hedge to Strategy: Evolving Crypto Treasury Models
From traditional corporates making allocations, to listed firms embedding digital assets into broader capital markets strategies, we explore how firms are combining crypto and traditional financial structures to support diversification and drive shareholder value.
2. Why Now?
What’s changed this year in terms of sentiment, regulation and investor appetite? Is this momentum driven by the Trump administration's pro-crypto stance or by deeper market fundamentals? Which new regulations globally are enabling companies to invest in digital assets at scale?
3. The ETF Trade-Off
What are the advantages and limitations of direct corporate treasury strategies versus ETFs? We’ll explore the flexibility, constraints, and evolving use cases of each approach—from governance and staking to transparency and scale—while inviting diverse views on their role in a balanced strategy.
4. What Traditional Investors Look For When Considering Crypto Allocation
What makes a crypto strategy credible in the eyes of institutional investors? We explore how traditional investors evaluate corporate allocations, from governance, custody and transparency to strategic intent and regulatory context.
5. From Allocation to Activation
How corporates move from strategy to execution: building the custody, trading execution, and risk infrastructure to support active positions and access emerging opportunities such as staking and yield.
6. Ask Me Anything
Bring your questions for a live Q&A session with our expert panelists. Whether it's strategy, infrastructure, or market outlook, get direct insights from the leaders driving institutional crypto adoption.
Read our latest piece on Bitcoin’s Evolution From “Digital Gold” to Yield-Generating Asset for context on the institutional shift.
Disclaimer
This material has been prepared by the Hex Trust group (“we”, “our” or “us”). It is not directed to or construed as solicitation or advertising to any person in any jurisdiction where (by reason of that person's nationality, residence or any other reason) the publication or availability of this material is prohibited or restricted by any law or regulation. This material is not intended for any use that would be contrary to local law or regulation. Products or services mentioned in this material are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions. Without limiting the generality of the foregoing, we are not licensed with the Hong Kong Securities and Futures Commission to carry on business in any regulated activity under the Securities and Futures Ordinance of Hong Kong. Accordingly, persons are required to inform themselves of and observe such laws which are in force in their jurisdictions.
Any forecasts, projections and other predictive statements are based on assumptions and expectations in light of currently available information and involve various risks, variables and uncertainties. This material (including any pricing information, all of which is indicative only) is not intended as a recommendation or an offer or solicitation for the purchase of, or to enter into a transaction involving, any digital asset, security or financial instrument or trading strategy, or as a confirmation or valuation of any transaction mentioned in materials created or distributed by us. We make no commitment to transact at any particular price or at all, now, or in the future. These materials are informational only and do not bind us or any other entity or person in any way. No representation or warranty, express or implied, is given by any member of the Hex Trust group as to the accuracy, reliability, or completeness of the information and opinions contained herein. You should not construe the content of any material provided as accounting, financial, legal, tax or other advice, and you should consult your own attorney, financial advisor, tax advisor, accountant or other advisor as to legal, financial, tax, accounting and other matters.
