Outlook 2026 - Why crypto is becoming a strategic asset
The piece looks back at the workshop "Outlook 2026: why Crypto is becoming a strategic allocation", hosted by Benjamin Ittah of Hashdex at the Luxembourg summit. It links this theme to two companies in Mandalore Partners' portfolio, Ledger and IZNES.
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In response to the Hashdex workshop
The workshop hosted by Benjamin Ittah of Hashdex, titled "Outlook 2026: why Crypto is becoming a strategic allocation", captured full attention at the Luxembourg summit. What was yesterday only a speculative asset class is becoming, for many family offices, a fully fledged component of strategic allocation. Behind this trend sits an ecosystem of companies building the trust infrastructure indispensable to that adoption.
Mandalore Partners' portfolio has a standout ambassador on this front in Ledger. The undisputed global leader in digital-asset security, Ledger has played a key role in the sector's maturation. By making crypto-asset custody accessible and ultra-secure (with more than 20% of global crypto assets secured through its devices), the company has removed a major obstacle for institutional investors. The launch of Ledger Enterprise responds precisely to the needs of these family offices looking for robust, compliant custody solutions.
Beyond custody, the financial innovation enabled by blockchain is another driver of this strategic allocation, as IZNES illustrates. This platform uses blockchain to simplify and secure the buying and selling of UCITS (investment funds), a process that is traditionally heavy and complex. By tokenising fund units, IZNES opens the way to more liquidity, transparency and operational efficiency, arguments that resonate strongly with wealth managers in search of performance. The adoption of crypto as a strategic asset is therefore not limited to bitcoin or ether, but encompasses an entire new financial infrastructure in which companies such as Ledger and IZNES are essential pillars.