DAG Wealth

The account minimum to onboard at DAG Wealth has been lowered to $250,000 in qualifying assets or 50,000 XRP.

It's one minimum for everything our team manages, traditional assets and crypto alike.

A lower minimum doesn't make investment advice right for everyone, but our team is happy to talk through whether it fits your situation.

This communication is provided by DAG Wealth and is for informational and marketing purposes only. Educational content referencing digital assets is not intended as a recommendation or solicitation to engage in any transaction.

Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Administrative and support services are provided by DAG Private Client. Insurance products and services are offered through DAG Insurance or its affiliates.

Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.

DAG Wealth Launches a Systematic Trading Strategy for XRP Holders
Clients contribute XRP in-kind to a separately managed account, where it stays in their own name in qualified custody and serves as collateral for a systematic trading strategy

DAG Wealth, in partnership with Parataxis Capital Management, has launched the Parataxis Systematic Trading Strategy, giving XRP holders a way to potentially earn returns on XRP that is held in a separately managed account with Anchorage Digital. For this strategy, the XRP remains in the client's name at the qualified custodian and serves as collateral while a third-party manager trades on the client’s behalf with profits or losses settling to the client’s account.
"We’re excited to bring this innovative strategy to our clients," said Louis Hsu, Chief Investment Officer at DAG Wealth.
The Parataxis Systematic Trading Strategy is available to eligible DAG Wealth clients following a suitability review with their advisor. Whether the strategy is appropriate for any particular client is a suitability question answered by the client and their DAG Wealth advisor together, based on investment objectives, financial circumstances and risk tolerance. A DAG Wealth advisor can walk through the methodology and the risk profile in detail.

Disclosures
This communication is provided by DAG Wealth and is for informational and marketing purposes only. Investment advisory services are provided by DAG Wealth, an SEC Registered Investment Adviser and affiliate of DAG Holdings Co. Clients should review DAG Wealth’s current Form ADV for important disclosures regarding fees, risks, conflicts of interest, and other material information. Clients and prospective clients should consult with qualified legal, tax, and financial professionals before making any investment decisions.
DAG Wealth and its affiliates offer strategies and services involving digital assets. Investing in digital assets and strategies involving digital assets involves substantial risk, including but not limited to: extreme price volatility and the potential for significant or total loss of principal; cybersecurity, hacking, theft, and custody risks (including risks related to qualified custodians and private key management); regulatory, legal, and tax uncertainty; illiquidity; and the possibility that such investments may not be suitable for all investors. Digital asset markets have historically experienced drawdowns. Past performance is not indicative of future results. All investments involve risk of loss.

How your crypto is held is part of managing your portfolio. Custody arrangements differ a lot in what they protect against and in what they let you do with the assets, and those two often pull against each other.

The word "secure" does a lot of work in crypto marketing and it usually isn't defined. Ask what it means in practice: who holds the keys, how many people it takes to move funds and what happens if the provider fails.

Custody, security and yield are separate questions. How assets are stored doesn't address what happens once someone lends or stakes them. That's counterparty and smart contract exposure, and the storage setup doesn't cover it.

DAG Wealth is an SEC-registered investment adviser. We can walk you through how a given custody arrangement works, who holds the keys and who can move the assets, as part of a broader advisory relationship.

If you want to go through the specifics of how your crypto is held, including what the arrangement doesn't cover, let us know at www.DAG.com. Educational content, not investment advice. No custody arrangement removes the risk of loss. Digital assets are highly volatile and you could lose your entire investment. They aren't FDIC insured or SIPC protected, and lending or staking assets adds counterparty and smart-contract risk that custody does not address.

This promotion closed to new advisory agreements on September 4, 2026, and is no longer available.

For advisory agreements signed on or before that date and funded within 30 days, it lowered the DAG Wealth account minimum to 25,000 XRP. Standard advisory fees applied. The account minimum has changed since, and DAG Wealth announced a different minimum on September 10, 2026.

Connect with the DAG Wealth team to learn more

After a banner run, gold eased off its highs and enters the second half at a genuine crossroads, with credible cases on both sides. We lay out the arguments without making a call in our Q2 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Past performance is not indicative of future results. Investing involves risk.

One of the year's most striking features: corporate profits near record highs while consumer sentiment sat well below a year earlier. We unpack this "two-speed" dynamic, and what it does and doesn't mean for long-term investors in our Q2 2026 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Investing involves risk.

Much of what made Q2 strong was a round trip in oil: a geopolitical shock drove crude above $113, then a fragile ceasefire sent it down by roughly a third, its largest quarterly drop since 2020. As the oil shock faded, so did the inflation and growth fears it had stoked.

More in our Q2 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Investing involves risk.

The most consequential institutional change of 2026 came at the Federal Reserve. Under new leadership, the message shifted to "higher for longer": with inflation near 4%, the stated priority became bringing it down rather than cushioning the labor market. What it means for portfolios is one of the themes in our Q2 Market Update.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

Informational only; not advice. Investing involves risk.

Q2 2026 Market Update: In digital assets, 1H 2026 was a study in the gap between price and progress.
Major tokens (BTC, ETH, XRP, SOL) declined for a third straight quarter, pressured by a stronger dollar and a less accommodative Fed.

Beneath the headlines, the plumbing connecting traditional finance and crypto kept advancing:
• A major U.S. bank put a deposit token live on a public blockchain
• Stablecoin settlement volumes scaled toward card-network territory
• Tokenized U.S. Treasuries grew more than tenfold from early 2024
• Core market infrastructure began piloting on-chain settlement across global banks

The takeaway we keep coming back to: adoption has been running ahead of prices. Regulatory questions remain genuinely unresolved, and outcomes are uncertain, which is exactly why we frame this as something to watch, not to predict.

Read our full Q2 Market Update here: https://docsend.com/view/x8phzd2tyjbbk4iw and https://docsend.com/view/sx44nnk9dewtzab9.

For informational purposes only.

Investing involves risk, including the possible loss of principal. There is no guarantee that any investment approach will achieve its objectives or outperform other approaches. Digital assets referenced are for illustrative purposes only and are not recommendations to buy or sell any asset.