Our Investment Philosophy: Smart Money Investments

At Smart Money Investments, our philosophy is not to chase fleeting trends, but to identify the foundational shifts that will shape the next era of wealth creation. We believe that the convergence of blockchain, artificial intelligence, and institutional capital represents the most significant investment opportunity of our time.

This belief is embodied in our proprietary benchmark, The Smart Money Stack Crypto, Equities, and ETF Index, established on August 4, 2025. This index is a living, evolving framework that highlights US-listed equities and ETFs that are at the direct intersection of these three transformative forces.

Instead of relying on speculation, our methodology provides a clear, transparent, and actionable guide. The index is updated monthly with detailed commentary, allocations, and a breakdown of our philosophy, which is built on a balanced and forward-looking approach:

🔹 Crypto Allocation – 50% This portion of the index is dedicated to the core building blocks of programmable finance. We focus on established, battle-tested assets and investment vehicles that are seeing real-world adoption and institutional interest.

  • ETH (Grayscale Ethereum Trust): Designed to provide exposure to the foundational layer for a vast ecosystem of decentralized applications and the engine for the future of finance.

  • IBIT (iShares Bitcoin Trust): Represents the growing institutional adoption and accessibility of Bitcoin as a core digital asset.

  • BMNR (Benchmark ETF): A placeholder for a broader, diversified crypto-focused ETF that tracks a basket of top-tier digital assets, ensuring broad market exposure.

🔹 Direct Equities – 50% This half of the index identifies the companies that are building the infrastructure and applying the technology that will enable the next phase of the digital economy. These are the publicly traded companies that are directly linked to the growth of blockchain and AI.

  • HOOD (Robinhood Markets): A key gateway for retail investors into both traditional and crypto markets, a direct beneficiary of broader adoption.

  • ANET (Arista Networks): A leader in high-performance networking, critical infrastructure for data centers that power both AI and blockchain operations.

  • PLTR (Palantir Technologies): A powerful AI data analytics platform, increasingly vital for institutions seeking to make sense of massive, complex datasets, including those generated by on-chain activity.

  • GOOGL (Alphabet): A technology titan at the forefront of AI innovation, with its research and cloud infrastructure serving as a backbone for countless crypto and AI projects.

  • AVGO (Broadcom): A semiconductor giant whose chips are essential for the high-performance computing required for both AI development and blockchain mining/validation.

By combining direct exposure to key digital assets with a strategic allocation to the public companies enabling their growth, the Smart Money Stack is designed to be a living representation of where the future of finance is truly headed. It is our public-facing framework that informs all of our research, education, and investment signals.