Secure a Portuguese Golden Passport with Bitcoin / Crypto Investments. A unique golden visa investment and EU citizenship opportunity investing in Bitcoin ETF’s and Crypto digital assets.
Bitcoin has consistently outperformed S&P and US stock markets in 11 out of the last 14 years. President Trumps election has pushed crypto adoption to new heights attracting more institutional investors to Bitcoin ETFs. Bitcoin market cap is $2.00 trillion, half of the total $3.60 trillion crypto universe. ETFs allow investors to invest in bucket of crypto assets (instead of bitcoin directly) without having to go through the hassle of using a cryptocurrency exchanges and custody.
A Unique Bitcoin linked Golden Visa Opportunity
We offer our clients unique Bitcoin linked Golden visa investment fund opportunity with path EU citizenship (Portuguese passport) after 5 years through our exclusive Octanova Horizon fund. Crypto investors can expect 15-20% investment returns from this fund. Unlike other GV funds, which are 90% closed end funds, this fund is a open-ended alternative investment fund (highly liquid) exposed to Portuguese fixed income corporate bonds (up to 65%) on portuguese companies and 35% digital assets ETFs of Digital Assets (BTC, ETH, SOL) .
The fund cannot invest 100% in digital assets, due to the below golden visa requirement set by authorities. The conditions for capital injected under the Portuguese GV legislation, whose maturity, at the moment of the investment, is,
- 60% of the investments invested in companies headquartered in Portugal.
- Investment must be held for at least, of five years and, at least,
- Head office in national territory.
- Fund must not invest directly or indirectly into real estate markets.
Note: Payments cannot be made directly in Bitcoin/Crypto according to GV rules, but investors can use a lender to obtain loan in fiat and do the investment (crypto to fiat conversion).
Why this Fund is Unique?
- Only fund that has exposure to crypto digital assets.
- High ROI 15-20% expected.
- Open end fund offering high liquidity, can be redeemable anytime (daily or monthly)
- Approved by CMVM securities commission Portugal.
- Eligible for Portugal golden visa + Portuguese passport (after 5 yrs)
- Low entry requirement with just 100,000 euro per unit subscription.
- Eligible for New NHR 2.0 Special Tax Regime.
Fund Allocation
The fund will allocate up to 65% to Fixed Income and up to 35% to Digital Assets. The fund manager can allocate a maximum of 10% per Fixed Income issuer with credit rating of –BB or above, the target is to have 16-20 names in the Portfolio. The credit names are all Portuguese issuers mostly trading on the local exchange PSI- 20.
The Digital Assets are limited to BTC, ETH and SOL, the fund can invest via ETFs or directly into the Crypto Assets using Regulated Custodians.
Octanova Horizon Fund
- Fund : Horizon Fund – Fundo de Investimento Alternativo Aberto Flexivel
- Fund Structure: OIA – Organismo de Investimento Alternativo
- Fund Type: Open-End Fund Fund Category: Fixed Income and Digital Assets
- Geographic Focus: Portugal / Global Incepted: 22th August 2024
- Minimum Capital Requirement: €100,000 (€500,000 required for Golden Visa)
- Minimum Subsequent Investment: One Participation Unit
- Investor Category: Professional & well Informed
- Management Fee: 2%
- Redemption : Monthly
- Performance Fee: 20%,
- Exit fee – 5%
- Risk Type: Moderate
- Regulator: C M V M
- Administrator: OctanovaSCR
Risk – The fund is classified as moderate risk by CMVM. Since the fund has exposure to only 35% to crypto assets, a market drop of 10% of Bitcoin price will expose the fund to 3.5% of loss The fund has exposure to several risks, please read the document carefully. All documents can be provided upon request.
Exit Strategy: Both the fixed Income Portfolio and BTC are extremely liquid, we can liquidate the investments within hours. Investors need to stay invested in the fund for five years to receive the Portuguese Passport, but because the assets are highly liquid the fund will have monthly redemption in case an investor change his mind, redemptions before the five years period will attract an exit fee. On page 15 you can see the 3 scenarios of the overall return expected for the Portfolio.
Fund Fees: the fund charge investor 2% Management Fee and 20% Performance Fee. 25% of All the Fees will be paid to partners like yourself. Beyond those there is a 2% subscription fee where the introducer keeps 50%.
How to Apply
To apply for golden visa, investors must invest 500,000 euros and maintain their investment for five years.
- Obtain a Portuguese Tax Fiscal number.
- Open a bank account in Portugal
- Transfer the amount €500,000 to the new account
- Subscribe the Participation Units
Processing Times
The Processing times for fund investors has been significantly cut by AIMA to 4-6 months with the introduction of AIMA digital platform for scheduling appointments.
US Investors
There are no special rules for US investors except yearly filings had to be made for FATCA and PFIC’s. It is also possible to invest in the fund through IRA through use of US delaware incorporated company.
Please consult a CPA for specific advice.
Portugal Crypto Tax
Cryptocurrency is currently tax-free in Portugal for private investors for long term holdings (more than a year) else 28% tax applies for short-term holders. Cryptocurrency is not subject to capital gains tax or value added tax (VAT). Under NHR regime, the crypto gains may be exempt.
Please seek a qualified tax advice before you commit your investment.
Bitcoin Investments
Crypto is a young asset class which Institutional adoption has barely started particularly in the USA, that is likely to change with Donald Trump, lending some tail wind to the Crypto Market, which we remain quite excited about.
Bitcoin Spot ETF(s) has over $100 Bln AUM. Ethereum ETF launched, SOL ETF expected on H1 2025 The U.S. ETF market value is $7.2 trillion
In the last 5 years, Bitcoin has generated on average a return of 33.60% p.a.(see page 12 and 15 of the presentation) very few assets have generated the same level of return, in 2024 as I write this email, Bitcoin already generate 59% return. The return of Bitcoin can be volatile and that is why it is only 35% of the fund bringing about a good balance of stable return from the Fixed Income portion of the Portfolio with the upside of Bitcoin with limited volatility.
Transformation of the Digital Asset Landscape (2025): The digital asset space remains dynamic, with Bitcoin outperforming traditional assets in 2024. Transformation is set to accelerate in 2025, driven by key U.S. regulatory shifts, including potential Ethereum staking ETFs, Solana spot ETFs, and the possibility of the U.S. adopting Bitcoin as strategic reserves, paving the way for greater market adoption.
Ethereum ETF Staking: There are strong prospects under the next SEC Chair, Paul Atkin, for allowing a limited form of Ethereum staking in ETFs, which could further boost ETH demand and network security. With staking at 28% of Ethereum’s supply, this could rise to 35-40% during 2025, driven by growing institutional demand and staking adoption.
U.S. Solana ETFs in 2025: The approval of U.S. spot Solana (SOL) ETFs is expected to gain momentum in 2025. Approval is unlikely by end of January 2025 but could gain approval later, pending resolution of regulatory issues, particularly Solana’s (SOL) classification as a security. Growing interest in Solana as a digital assets suggests it could provide traditional investors easier access to SOL if approved.
Sovereign Bitcoin Reserves: Growing adoption of Bitcoin as a reserve asset by sovereign nations is anticipated in 2025. If the U.S. adopts Bitcoin reserves, it may lead to “Bitcoinisation,” where a growing list of other countries increasingly use Bitcoin, potentially replacing gold with digital assets, similar to Dollarisation (the adoption of the U.S. dollar, alongside or instead of a country’s own currency).
Bitcoin and Gold Market Dynamics: Assets under management of U.S. Bitcoin ETFs are set to surpass gold ETFs by 2025, with even proposals like the BITCOIN Act potentially boosting Bitcoin’s market cap eventually to levels comparable to gold, influencing its value in the coming years amid significant supply-demand imbalances
Stablecoin Regulation and Adoption: The new U.S. administration and Congress are likely to address the urgent need for stablecoin regulation to maintain global competitiveness, as the U.S. currently lags behind the EU’s MiCA framework. With regulatory clarity and growing demand from both digital asset finance and traditional finance, including adoption in payments and settlements, the stablecoin market could double from 2024.
SEC and Crypto Token Designation: The SEC’s clearer regulations for crypto tokens under new leadership are anticipated to impact the industry. Distinguishing between securities and commodities will be crucial in shaping crypto’s regulatory framework and market access.
Please contact us for more information..
