Please note: The content in this article is for educational and informational purposes only and is not investment advice.

When I see headlines like the report published by Cointelegraph this morning—revealing that one in three young, affluent investors have fired their financial advisers over lack of crypto access—I don’t just see a statistic. I see validation of everything we’ve been building at Savanti Investments, and I see my own story reflected in the frustrations of an entire generation.

The $250,000 Question

According to Zerohash’s survey of 500 US investors aged 18-40 with incomes between $100,000 and $1 million, 35% have already voted with their wallets, moving assets away from traditional advisers who refuse to offer digital asset exposure. More striking still: over half of those who made the move relocated between $250,000 and $1 million. For investors earning $500,000 and above, that figure jumps to 50%—half of high-earning young professionals are “leading the exodus,” as the survey puts it.

These aren’t speculative retail traders gambling with spare change. These are sophisticated, high-net-worth individuals demanding that their wealth managers meet them where the future of finance is actually happening. And 84% of them plan to increase their crypto holdings in the next year.

This is the moment we’ve been preparing and building end-to-end infrastructure for it Literally. For over seven and a half years.

A Generation Shaped by Crisis, Rebuilt by Technology

I graduated into the wreckage of the 2008 financial crisis. Like so many millennials and now Gen Z professionals, I watched the traditional financial system collapse under the weight of its own opacity, greed, and gatekeeping. We were told to trust the experts, to believe in the system, to wait our turn for access to the “sophisticated” investment products reserved for the truly wealthy.

But we learned something else instead: we learned that the emperor had no clothes. That the walled gardens of Wall Street and Politicians weren’t protecting us—they were protecting incumbents. That the highest-quality investment products and banking solutions were being hoarded behind barriers of connection, legacy wealth, and generational trust funds most of us would never have access to.

So I decided to do connect the dots looking forward, where DeFi and TradFi meet and immediately got to work to build out our own systems. The team embraced an AI and Automation-first technology approach. We understood blockchain before our parents’ advisers and 99% of the rest of the world did.

And that’s exactly what I did when I founded Savanti back in 2018.

Seven Years in the Making: Building What Didn’t Exist

Here’s what most people don’t understand about our “overnight success” as the first hedge fund manager to launch the first tokenized equities fund trading 24/7 on a US-regulated exchange: there was nothing overnight about it.

When I started Savanti in 2018, I had a singular, ambitious vision: to offer returns comparable to what the legendary hedge fund manager Jim Simons and Renaissance Technologies delivered with their Medallion Fund over his lifetime. If you’re not familiar with Simons’ track record, understand this: the Medallion Fund achieved average annual returns that made every other hedge fund on the planet look pedestrian. We’re talking about one of the greatest trading track records in human history.

That became my North Star. Not to build “a good fund.” Not to “beat the S&P 500.” But to build systematic trading capabilities that could stand alongside the most sophisticated quantitative hedge funds ever created.

So I got to work. And I quickly learned that making automated crypto trades 24/7 around the clock was comparatively easy—at least relative to what came next.

Building a blockchain-enabled system was easy, but the automated equities trading system? That took years of software engineering experience, combined with a team of engineers, coupled with endless trial and error, and ultimately investing millions of dollars to develop what has become our comprehensive suite of solutions.

Think about what I was trying to accomplish: merge two worlds that were never designed to work together. The crypto world operated 24/7 with instant settlement and actual ownership of assets. The equity world operated on T+1 or T+2 settlement cycles—hypo-segregation solutions where most investors don’t actually even own the underlying assets sitting in their accounts. They own IOUs from their brokers.

I found the blockchain model vastly superior. The idea that you could have instantaneous settlement, provable ownership, and around-the-clock tradability wasn’t just theoretically better—it was fundamentally what the future of finance should look like. But no one had successfully merged that blockchain infrastructure with traditional equity markets at scale.

That merger—blockchain and stocks—had been my dream from the beginning. And I wasn’t going to launch a fund until I knew we could deliver on that vision and had a strategy that was equally as focused on balancing risk vs. reward to generate better long-term alpha generation for our investors.

The Medallion Standard: Tested Through Fire

So for several years before we ever launched our first fund, I traded our systematic global macro strategy in my own personal segregated account. This wasn’t paper trading or backtesting. This was real capital, real risk, real market conditions. Every algorithm refinement, every execution optimization, every risk management protocol—they all had to perform in the real world with my own money on the line.

I wanted to be absolutely certain that our trading strategy and underlying end-to-end custom algorithmic execution platform could deliver returns that aligned with my original goal: Medallion-level performance.

And here’s what I’m genuinely proud to report: our first strategy’s average annual returns would place us right near the type of returns offered by the legendary Medallion Fund.

Let that sink in for a moment. We’re not claiming to have matched Medallion exactly—Simons’ team operated in a different era with different market conditions and held their performance private. But our systematic approach, powered by our proprietary QuantAI™ and SavantTrade™ systems, has demonstrated the kind of risk-adjusted returns that put us in that conversation.

What makes this even more remarkable? We achieved these returns during a period that saw five Black Swan events.

Five. In the span of just a few years, we navigated market dislocations that historically occurred maybe once per decade. The COVID-19 crash. The meme stock mania. The inflation surge. The regional banking crisis. The crypto winter. Each one represented the kind of tail-risk event that destroys traditional strategies.

For me, this validated everything. It proved that our systematic global macro strategy wasn’t just optimized for normal market conditions—it was sophisticated enough, adaptive enough, and data-driven enough to thrive through unprecedented volatility. That’s when I knew it was finally ready for prime time.

Seven and a half years of development. Years of real-world testing with real capital. Millions of dollars invested in technology infrastructure. All to ensure that when we finally launched, we wouldn’t just be another fund—we’d be offering institutional-grade systematic trading capabilities that had previously been locked away in firms like Renaissance Technologies.

That’s the foundation everything else is built on. And it’s why when this survey shows young investors demanding more sophisticated, technology-forward investment solutions, we’re not scrambling to figure out how to deliver. We’ve been building exactly what they’re asking for since before most of them realized they wanted it.

Why Traditional Advisers Are Losing Clients (And Why They Deserve To)

The Zerohash survey reveals something Wall Street has been desperately trying to ignore: over 80% of young investors say their confidence in crypto was boosted by adoption from major institutions like BlackRock, Fidelity, and Morgan Stanley. In other words, once the institutional stamp of approval arrived, the floodgates opened.

But here’s where it gets interesting for Savanti. While these young, affluent investors are telling their advisers they want crypto access, what they’re really asking for is something far more profound:

  • Transparency: They want to see what’s happening with their money in real-time, not wait for quarterly statements
  • Security: They want blockchain-grade custody and immutable records, not opaque back-office operations
  • 24/7 Trading: They want to access their capital when they need it, not when markets decide to open
  • Multi-Asset Access: 92% say access to a broader range of digital assets is important—they don’t want to be limited to just Bitcoin and Ethereum
  • AI-Driven Intelligence: They want sophisticated, systematic strategies powered by cutting-edge technology
  • Actual Ownership: They want to own their assets, not hold IOUs in a T+2 settlement system

Sound familiar? It should. Because we’ve been building exactly this combination for over seven years, and we’ve been offering it for months now.

Meeting the Market at the Perfect Moment

Now, as our generation continues to grow in earning power—entering during the highest-paid income years of our lives—and as trillions of dollars in generational wealth transfers from baby boomers to millennials and Gen Z, we’re witnessing something extraordinary: the market is finally ready for mass adoption of the blockchain for a variety of asset classes and AI is also here to stay, all just in time to grow what we built.

These young, affluent investors aren’t just wealthier than they were five years ago. They’re inheriting assets from parents who accumulated wealth in traditional markets. And they’re looking at those inherited portfolios and asking: “Why can’t I trade these 24/7? Why don’t I actually own these securities? Why am I stuck with the same portfolio management approaches my grandparents used?”

This is exactly why we spent years engineering solutions to ultimately be able to bring equities onto blockchain rails. We knew this moment was coming. We knew that the generation that grew up with smartphones, instant settlement in crypto, and around-the-clock access to digital services would eventually demand the same capabilities in their investment portfolios.

And we knew that building it right—building it to institutional standards—would take years of work that most firms wouldn’t have the patience or vision to undertake.

While Wall Street’s biggest names are “still scrambling to figure out how they’re going to adapt their existing business models to bring them on-chain”—as industry observers politely put it—we’re not scrambling. We finished scrambling years ago. We’re executing. We’re live – today, and trading 24/7/365.

The Savanti Difference: Built for This Moment, Proven Through Volatility

While Wall Street firms are still in planning stages, we took a fundamentally different approach from day one.

We didn’t try to use a legacy business model with blockchain band-aids. We started with an AI + Blockchain-first architecture and built from there. We invested millions of dollars and nearly a decade of development time to create something that didn’t exist: tokenized systematic investment funds that are powered by Medallion-caliber average annual returns in proforma data, deployed on blockchain infrastructure, and enabled the LP-tokenized interests to be coupled with trading 24/7.

The result? Savanti launched the first tokenized equities fund to trade 24/7 on a US-regulated Alternative Trading System (ATS) exchange—Liquidity.io—and we’ve been operating in this capacity for months while traditional firms are still in the planning or development stages.

Let that sink in. While the survey shows advisers “risk falling behind,” we’re already ahead. Not because we’re smarter than everyone else, but because we started building the future of asset management in 2018 when most of the industry was still dismissing blockchain as a fad.

And we didn’t launch until we were ready. Until we had years of real-world trading results demonstrating that our systematic strategies could deliver exceptional risk-adjusted returns even through the kind of market volatility that destroys traditional approaches. Until we had proven—with real capital in real markets—that we could achieve returns comparable to the most legendary quantitative hedge funds in history.

That patience, that discipline, that commitment to building something truly institutional-grade before bringing it to market—that’s what separates innovators from opportunists.

The Perfect Storm: Technology Meets Regulatory Clarity Meets Generational Wealth Transfer

What excites me most isn’t just where we are today—it’s the convergence of multiple catalysts that will accelerate tokenization at a pace that will shock even optimists:

Regulatory Tailwinds: The GENIUS Act (the stablecoin bill) is already law, driving incredible adoption of the Ethereum blockchain across Wall Street and globally. The CLARITY Act—a comprehensive market structure bill for digital assets—is advancing through Congress and will provide the regulatory framework that institutional investors have been waiting for. These aren’t hypotheticals anymore; they’re happening.

Institutional Infrastructure: Major financial services firms are launching tokenized investment platforms, and Ethereum is rapidly becoming the institutional standard for on-chain finance. When we chose to build on Ethereum-compatible infrastructure years ago, we weren’t guessing—we were positioning for the inevitable.

Generational Demographics: Just as we’re bringing these products to market, we’re seeing the largest intergenerational wealth transfer in history—an estimated $84 trillion passing from baby boomers to millennials and Gen Z over the next two decades. And those inheritors are the exact demographic this survey identifies: technology-forward, crypto-native, demanding 24/7 access and actual ownership of their assets.

Strategic Partnerships: Our US ATS partner, Liquidity.io, recently received a significant investment from ETHZilla ($ETHZ), a NASDAQ-listed top 10 Ethereum treasury company with a long-term business strategy focused on driving Ethereum tokenization and grow adoption of the chain. They’re developing a suite of products on the platform, and we’re incredibly excited to be collaborating with them—especially since we’re already mapping out our own next-generation on-chain systematic quant funds that will utilize next gen ERC-based on-chain compliance for things like Investors Accreditation and AML/KYC.

This isn’t just partnership synergy. This is the entire industry aligning around the same technological rails we’ve been building on for years, and Savanti is positioned at the intersection of that convergence and stands to continue to be a key innovator in the space.

What Young Investors Really Want (And Why Savanti’s Tokenized Investment Funds Deliver It)

The survey respondents were crystal clear about their expectations: they want “insured, compliant crypto access” integrated on “the same dashboard as traditional assets.”

But here’s where most traditional firms will fail: they’ll bolt on some crypto exposure and call it innovation. They’ll add Bitcoin and Ethereum to their product menu and think they’ve checked the box.

That’s not what this generation wants. We don’t want crypto sprinkled on top of the same old wealth management model. We want fundamentally reimagined investment products that leverage the unique capabilities of blockchain technology:

True 24/7 Tradability: Not “extended hours” or “after-hours access.” Real, around-the-clock liquidity powered by tokenized securities on regulated exchanges. Our funds trade while you sleep, because the world doesn’t stop when New York closes. This was my dream from the beginning—and it took years of engineering to make it reality.

Actual Asset Ownership: When you hold traditional public securities in your account today, you often don’t even actually own them or they could go through a multi-layered series of rehypothicated mazes until no one knows who actually owns what! But with blockchain, it’s not a placeholder in a T+2 settlement queue. You can actually verify that you own the actual tokenized representation of the underlying asset, secured by immutable blockchain technology. This is vastly superior to the hypo-segregation systems traditional brokers use.

Medallion-Caliber AI + Systematic Strategies: Our QuantAI™ and SavantTrade™ proprietary AI systems execute systematic investment strategies across multiple asset classes. These aren’t pre-packaged retail products. These are institutional-grade quantitative strategies that have demonstrated performance comparable within a few percentage points per year give or take to the legendary Medallion Fund—even through five Black Swan events.

Battle-Tested Through Volatility: Anyone can show good returns during bull markets. We’ve proven our strategies through the kind of tail-risk events that occur once per decade—except we navigated five of them in just a few years. That’s not luck. That’s sophisticated, adaptive, data-driven systematic trading.

Transparency + Performance: Blockchain technology enables unprecedented transparency in fund operations, while our AI-driven systems execute with the speed and precision human traders simply can’t match. You get both visibility and results.

Democratized Access to Institutional Quality: This is deeply personal for me. I started my first business at age 10, and bought my first stock with some of the profits, and went on to become a serial entrepreneur by 13 when I also invested in Google at their IPO and Apple a year later. I’ve built businesses because I understood early that traditional gatekeepers weren’t going to hand me opportunities—I had to create them. I spent nearly eight years building Savanti because I was tired of watching my friends, family, and fundamentally good people simply miss out on the best investment strategies as they remained locked behind $10 million type minimums and insider connections. We’re removing those gates for the next generation of sophisticated accredited investors who are tired of being told they’re not wealthy enough, not connected enough, not “qualified” enough for quality investment products.

The Next 12 Months: Acceleration Mode

If you think the 35% of young investors who’ve already left their traditional advisers is significant, wait until you see what happens in 2025-2026.

As the CLARITY Act passes and regulatory certainty crystallizes, institutional capital will flood into tokenized securities. BlackRock, Fidelity, and the other giants will launch their tokenized products—and that will only accelerate adoption, not threaten innovators like Savanti. Why? Because by the time they’ve finished their internal transformation projects, we’ll have already iterated through multiple product generations and built deep relationships with the exact demographic the survey identifies: young, affluent, technology-forward investors who value innovation over legacy brand names.

We’re not resting on being first to market with an equities fund to trade on a FINRA-regulated ATS. We’re using our seven-and-a-half-year head start to build a truly state-of-the-art suite of tokenized hedge fund investment products combined with AI that this market is demanding. Our next-generation on-chain algorithmic trading systems—years in development—are nearing deployment in early 2026. And our partnerships with equally talented, innovative, and experienced firms with forward looking teams like Alpaca Securities, BitGo, Clearstreet.io, ETHZilla, and Liquidity.io are deepening. Our commitment to delivering client-focused, value-added investment offerings isn’t marketing speak—it’s why I spent millions of dollars and nearly a decade building this infrastructure before launching our first fund to the public.

Why This Matters Beyond Savanti

Here’s something the survey makes abundantly clear but doesn’t explicitly state: this isn’t about crypto. It’s about control, transparency, and respect.

When a young investor with $500,000 in assets fires their adviser over lack of crypto access, they’re not doing it because they’re crypto zealots. They’re doing it because that adviser demonstrated they’re out of touch with technological innovation, unwilling to adapt to client demands, and fundamentally disrespectful of their client’s intelligence and autonomy.

The same generation that built the sharing economy, revolutionized social media, and forced every industry from music to transportation to adapt to digital-first models is now coming into significant wealth—both through their own earning power as they enter their highest-income years and through the largest intergenerational wealth transfer in history. We’re not going to accept being patronized by advisers who think they know better than we do about where technology and finance are headed.

We’ve lived through enough market crashes, regulatory failures, global pandemics, rate shocks, inflation, and institutional incompetence to know that the old way isn’t safer—it’s just more comfortable for incumbents. We’ve survived and thrived through five Black Swan events that would have occurred once per decade in previous eras. We understand and are consistently thinking about how we can better optimize for risk possibly better than the generation that created the 2008 financial crisis has any right to lecture us about.

The Tokenized Investment Fund Future We’re Building

At Savanti, we believe the future of asset management is:

  • Transparent: Blockchain-enabled visibility into fund operations and holdings
  • Accessible: Tokenized securities can enable around the clock trading of funds via regulated ATS exchanges
  • Sophisticated: Systematic strategies proven through years of real-world trading with performance comparable to legendary quantitative funds
  • Compliant: Built from day one to operate within US regulatory frameworks
  • Ownership-Based: Real asset ownership, not IOUs in T+2 settlement systems
  • Client-First: Designed around what investors actually want, not what legacy firms find convenient to offer

The survey confirms what we already knew from talking to our clients and prospects every day: the future isn’t coming—it’s here. Young, affluent investors aren’t waiting for permission from traditional wealth managers to access tokenized assets. They’re finding firms like Savanti that spent years building institutional-grade solutions specifically for this moment.

Wall Street can keep scrambling to retrofit its 20th-century infrastructure for a 21st-century market. We finished building our 21st-century infrastructure years ago. Now we’re executing on the vision that required seven and a half years of development, millions of dollars in technology investment, and the patience to not launch until we could deliver Medallion-caliber returns through unprecedented market volatility.

The question isn’t whether tokenization will transform asset management—that’s inevitable. The question is whether your adviser will be leading that transformation or desperately trying to catch up to it.

At Savanti, we made our choice back in 2018. We’ve spent nearly eight years building for this moment. And based on this survey, thousands of young investors entering their peak earning years while inheriting trillions in generational wealth are making their choice right now.

The future of wealth management is tokenized, AI-driven, systematically sophisticated, and available 24/7. And it’s not coming someday—it’s been trading on US-regulated exchanges while delivering institutional-grade returns through five Black Swan events.

Welcome to the future. We’ve been building it since 2018, and we’re just getting started.

Important Disclaimers

Investment Disclaimer: The information contained herein is for educational and informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities or investment products. Any securities or investment products discussed may be offered only to accredited investors and qualified purchasers pursuant to Regulation D under the Securities Act of 1933, as amended. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Before making any investment decision, prospective investors should carefully review all offering documents and consult with their own legal, tax, and financial advisors.

Performance Claims: References to performance, returns, or comparisons to other investment vehicles (including Renaissance Technologies’ Medallion Fund) are illustrative and based on historical results from proprietary trading accounts and fund operations. Past performance does not guarantee future results. Individual investor results may vary significantly. Performance figures have not been independently audited or verified by third parties. Comparisons to the Medallion Fund or other hedge funds are general in nature and should not be construed as claims of identical or superior performance. The Medallion Fund’s historical performance, track record, and operational details are not publicly available, and any comparisons are based on publicly reported information that may be incomplete or imprecise.

Entity Information: Savanti Investments operates through multiple entities: Savanti Investments, Inc. (marketing and communications), Savanti, LLC (fund general partner), and Savanti Asset Management, LLC (state-exempt investment adviser) operates as an exempt investment adviser under applicable securities laws.

Regulation D Notice: Any investment funds or securities referenced are offered only to accredited investors through private placement memoranda pursuant to Rule 506 of Regulation D. This article does not constitute a public offering and is not a solicitation to invest. Any statements regarding projected returns, performance expectations, or investment outcomes are forward-looking statements that involve risks and uncertainties. Actual results may differ materially.

Risk Disclosure: Investments in hedge funds, tokenized securities, and digital asset-related products involve substantial risk, including but not limited to market risk, liquidity risk, regulatory risk, technology risk, counterparty risk, and the risk of total loss of investment. Tokenized securities and blockchain-based investments are subject to additional risks including technology failures, security breaches, regulatory changes, market infrastructure limitations, smart contract vulnerabilities, and exchange platform risks. Systematic trading strategies, including those utilizing artificial intelligence and algorithmic execution, carry risks of model failure, data errors, execution problems, and technology malfunctions. These investments are suitable only for sophisticated investors who can afford to lose their entire investment.

Black Swan Events: References to “Black Swan events” or unprecedented market volatility are subjective characterizations of market conditions. Market events affect different strategies and portfolios differently. Historical performance during volatile periods does not guarantee similar performance during future market dislocations.

No SEC Registration: The securities discussed have not been registered under the Securities Act of 1933 or any state securities laws and are being offered in reliance on exemptions from such registration requirements. No Savanti entity is a registered investment adviser with the SEC or registered broker-dealer with FINRA.

Forward-Looking Statements: This article contains forward-looking statements regarding industry trends, regulatory developments, technological capabilities, business plans, and market opportunities. These statements are subject to risks, uncertainties, and assumptions. Actual events or results may differ materially from those expressed or implied in forward-looking statements. Statements about regulatory developments including the CLARITY Act, GENIUS Act, and other pending legislation are based on current information and are subject to change.

Technology and Development Claims: Statements regarding years of development, technology investments, and proprietary systems reflect management’s assessment of internal projects. Technology effectiveness, reliability, and competitive advantages cannot be guaranteed. Software and algorithmic trading systems are subject to errors, failures, and performance degradation.

For complete offering details, risk factors, investment terms, and audited performance information, qualified investors should request and carefully review the relevant data room, including investment funds private placement memorandum and subscription documents.