Medici Investment Management Inc. Website Disclosures
This site and the materials available through it are provided for informational purposes only and are not intended to, and do not, constitute an offer to sell, a solicitation of an offer to buy, or a recommendation for any vault, product, or service by Medici Investment Management Inc. ("MIMI") or any of its affiliates. Any opportunity to participate in a vault or other structure described on this site will be made available, if at all, only by one or more separate affiliated or third-party entities that may sponsor or operate such vault or structure, and only to selected, eligible participants through definitive online and offline disclosures, including vault-specific terms, risk disclosures, and participation materials (together, the "Offering Materials"), which contain important information about the terms, risks, fees, and expenses of participation. Any decision to participate should be made solely on the basis of, and in reliance on, the applicable Offering Materials, and not on this site or any other marketing or descriptive materials.
Participation in any vault or strategy involves a high degree of risk and may not be suitable for all participants. There is no guarantee that any objective will be achieved. Past performance (including any hypothetical or backtested results described on this site) is not necessarily indicative of, and does not guarantee, future results. Participants may lose some or all of the value of their position, and the use of leverage (where applicable) can increase both gains and losses. Interests in any vaults are not registered under U.S. securities laws or the securities laws of any other jurisdiction, are made available in reliance on applicable exemptions from registration, and are subject to significant restrictions on transfer and resale.
The information on this site has been prepared by MIMI from sources believed to be reliable, including third-party data providers, but MIMI makes no representation or warranty, express or implied, as to the accuracy, completeness, or timeliness of any information or opinion provided. Any opinions, estimates, projections, or forward-looking statements expressed on this site reflect MIMI's current views as of the date made, are subject to change without notice, and may differ from actual results. Forward-looking statements are inherently uncertain, involve risks and assumptions, and should not be relied upon as a prediction or guarantee of future events or performance. MIMI has no obligation to update, modify, or amend any information or statements contained on this site, or to otherwise notify readers in the event that any information becomes inaccurate.
Nothing on this site should be construed as, and it is not intended to be, tax, legal, accounting, or investment advice. You should consult your own professional advisers as to legal, tax, financial, and other matters relevant to any decision to participate in any vault sponsored or operated by an affiliate or other third-party entity using strategies developed by MIMI.
Not for distribution to any "U.S. person" (as defined under applicable U.S. securities laws) or to any person or address in the United States. MIMI does not offer, sell, or otherwise make available any vaults, products, or services described on this site to U.S. persons or for the account or benefit of U.S. persons, and its vaults and related products are not marketed or solicited in the United States or to any person in the United States. Eligibility to participate in any vault or other structure described on this site depends on your jurisdiction and investor status and is determined only through the onboarding and verification processes of the sponsoring or operating entity and its service providers. For a more complete description of eligibility, transfer, and participation restrictions, prospective non-U.S. participants should review the applicable Offering Materials made available online and through the sponsoring or operating entity's designated interfaces after screening.
Past Performance Disclaimer
Past performance is not indicative of future results. No vaults are live and there does not exist any live track record. References to Finality Capital Partners (Finality CP Management LLC) and its fund Finality Liquid Opportunities (FLO), including the 2026 Hedgeweek Global Digital Assets Awards Multi-Strategy Fund of the Year designation, are provided for informational and background purposes only. Such references reflect the experience of the team behind MIMI and are not the track record of MIMI or any vault. The FLO award was received by FLO, a fund managed by Finality Capital Partners. Participants in any vault do not participate in or have any interest in FLO's prior or current investments.
Source: 2026 Hedgeweek Global Digital Assets Awards.
Forward-Looking Statements
This site may include forward-looking statements, including statements about the potential investability of digital assets through structures described on this site, planned or prospective vault strategies, the intended operation of the Ohana signal-driven trading framework, possible early-access features or benefits, and the risk-managed intent of any referenced vault approaches. Forward-looking statements are based on current expectations and assumptions and are subject to risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied.
Key risks and uncertainties include, but are not limited to: (a) market volatility in digital assets and tokenized securities; (b) smart contract and infrastructure risks, including risks associated with the Monad blockchain and Ember or other vault infrastructure providers; (c) issuer and counterparty risk in tokenized instruments; (d) liquidity constraints in on-chain markets; and (e) evolving regulatory frameworks applicable to digital assets, tokenized securities, and blockchain-based investment structures and products. Forward-looking statements speak only as of the date they are made. Neither Medici Investment Management Inc. ("MIMI") nor any affiliated entity that may sponsor or operate a vault or other structure undertakes any obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
Hypothetical Performance / Backtest Performance
Performance data presented on this site is hypothetical and backtested. It does not represent actual trading by Medici Investment Management Inc. ("MIMI") or any affiliated entity that may sponsor or operate a vault or other structure. Hypothetical performance results have inherent limitations: they are produced with the benefit of hindsight, do not reflect the impact of actual market conditions on decision-making, and may not account for all costs, slippage, or other frictions associated with live trading.
Key assumptions underlying the hypothetical backtest include: (i) a backtest period of March 2019 through June 2026; (ii) zero trading costs assumed; (iii) monthly rebalance frequency; (iv) leverage employed within capped limits (with maximum gross exposure limited to a predefined level of 130% of net assets) and (v) reference exposure to the ARK Blockchain & Fintech Innovation ETF. Vaults are intended to hold a tokenized instrument that seeks to reference this exposure, but any such tokenized instrument may be a separate instrument from the underlying equity security and may differ in price, performance, liquidity, and risk profile, even if it is designed to track the same issuer or index. No representation is made that any account, vault, or participant will or is likely to achieve profits or losses similar to those shown.
Conflicts of Interest
Trading, execution, and any vault sponsorship or curation functions for a vault or other structure described on this site are expected to be performed by one or more affiliated entities or other third parties, not by MIMI. Initially, any such vaults are intended to operate on infrastructure provided by Monad (blockchain) and Ember (vault infrastructure and smart contracts), each of which has a business relationship with MIMI. MIMI, Finality Capital, and The Medici Network share common ownership and affiliations. These relationships may give rise to conflicts of interest. Participants should refer to the applicable Offering Materials for a complete description of potential conflicts of interest and the policies in place to address them.
Named Individuals and Entities; No Endorsement
References on this site to ARK Invest, Hedgeweek, Yahoo Finance, Fortune, Bloomberg, Monad, Ember, or any other third-party entity or media outlet are for informational purposes only. Such references do not imply any endorsement, affiliation, sponsorship, or approval of MIMI, any vault, or the content of this presentation by any such third party. ARK Invest is not affiliated with MIMI and has not endorsed or sponsored any vault. No third party referenced herein has reviewed or approved any portion of this presentation.
Risk Factors and Mitigation Strategies
Participation in any vault involves significant risks, including but not limited to: (a) market risk in the underlying digital asset and tokenized equity exposure; (b) signal and model risk, as the Ohana signal framework is based on quantitative models that may not perform as intended in all market conditions; (c) leverage risk, as the Program may employ leverage within capped limits, which amplifies both gains and losses; (d) smart contract and infrastructure risk, including the risk of vulnerabilities, errors, or failures in the Monad blockchain or Ember vault infrastructure; (e) issuer and counterparty risk associated with the tokenized instruments held by the Vault; (f) liquidity risk, as on-chain markets for tokenized instruments may have limited liquidity; and (g) regulatory risk, as the legal and regulatory landscape for digital assets and tokenized securities continues to evolve.
References to risk mitigation or risk management in this presentation reflect MIMI's intention in designing strategies that may be implemented by affiliated or third-party sponsors or operators. Such strategies cannot eliminate the risk of loss. Participants in such strategies may lose all or a substantial portion of their investment.
Tax and Legal Considerations
Nothing in this presentation constitutes tax, legal, or regulatory advice. The tax treatment of participation in any vault depends on each participant's individual circumstances and may be subject to change. Prospective participants should consult their own independent tax, legal, and regulatory advisers before making any investment decision.
Graphs and Charts
The graphs, charts and other visual aids are provided for informational purposes only. None of these graphs, charts or visual aids can and of themselves be used to make investment decisions. No representation is made that these will assist any person in making investment decisions and no graph, chart or other visual aid can capture all factors and variables required in making such decisions.