- Buy Crypto
- Markets
Futures- Spot
- Copy Trade
- Earn
- More
The Pearl Fund Launches $500M Bitcoin Investment Fund with Zero Capital Gains Tax
By: crypto mode|2025/05/07 02:30:02
0
Share
Nation’s First Tax-Free Bitcoin Fund Combines Opportunity Zone Benefits with Bitcoin’s Significant Growth Potential NEW YORK–(BUSINESS WIRE)– The Pearl Fund , a pioneering investment firm that launched the nation’s first Opportunity Zone Business (OZB) fund and remains the industry leader in OZB investing, today announced the launch of the Pearl Bitcoin Fund (Pearl BTC)—a $500 million investment vehicle that eliminates capital gains tax on Bitcoin investments. Led by Managing Partner Brian P. Phillips , a Forbes-ranked top 10 Opportunity Zone investor, the Pearl Bitcoin Fund combines the proven tax advantages of OZ investing with the significant growth potential of Bitcoin, enabling accredited, patient investors to eliminate long-term capital gains taxes on what has been the best-performing asset class of the past decade. “One of Bitcoin’s biggest problems is capital gains tax. We’ve solved that,” said Phillips. “By applying our expertise in OZ regulations to Bitcoin investing, we’ve created a solution that lets investors harvest tax-free Bitcoin growth after a 10-year hold period.” Pearl BTC solves a major problem for Bitcoin investors: the tax burden when selling appreciated Bitcoin. With the Fund, investors who have recently realized capital gains can invest those gains into the Fund and defer taxes until 2026. The key benefit comes after holding for 10 years—investors can then withdraw their investment growth completely tax-free, something no other Bitcoin investment option offers, including the new Bitcoin ETFs. “Pearl Bitcoin Fund creates access to attractive tax benefits while maximizing investment exit controls in the hands of its investors rather than the Fund manager,” added Paul Saint-Pierre , Chief Compliance Officer at The Pearl Fund. “With the federal Opportunity Zone program scheduled to sunset at the end of 2026, Bitcoin-affinity investors, with an eye towards long-term tax and cash planning, should act now rather than adopt a ‘wait and see’ posture regarding pending federal tax legislation.” Institutional-Grade Security & Compliance Unlike speculative crypto funds, the Fund’s Bitcoin investment holdings are audited and backed by institutional custodians. Additionally, the Fund’s regulatory compliance program provides investors with the security and transparency needed for confident long-term Bitcoin investment. Additional benefits of the Pearl Bitcoin Fund include: Zero capital gains tax through tax year 2047 after satisfying the 10-year hold requirement A straightforward “buy and hold” strategy focused on long-term value creation Generational wealth transfer benefits with no change in tax basis for inherited investments Build Generational Wealth, Tax-Free “This isn’t just another fund—it’s potentially a game-changer for serious Bitcoin investors looking to build generational wealth,” Phillips added. Pearl BTC is available exclusively to accredited investors with a minimum investment of $250,000. The Fund leverages The Pearl Fund’s established expertise in OZ investing, combined with Phillips’ early adoption of Bitcoin dating back to 2013. The timing is particularly significant as the Opportunity Zone program is scheduled to conclude at the end of tax year 2026, creating additional urgency for investors seeking these unique tax benefits. For more information, contact invest@thepearl.fund . About The Pearl Fund The Pearl Fund is a pioneering investment firm that combines the proven benefits of Opportunity Zone investing with high-growth assets. As the first and most recognized Opportunity Zone Business (OZB) fund, The Pearl Fund has helped investors unlock tax-free wealth creation through structured, long-term investments. The Pearl Fund was founded by Brian P. Phillips, a seasoned investor ranked in the top 10 OZ fund managers by Forbes. Visit https://www.thepearl.fund for more. Contacts Media Contact: Alysha Light press@thepearl.fund READ ALSO Coincheck Group N.V. to Announce Fourth Quarter 2025 Results on May 13, 2025 MultiBank Group Signs Strategic Partnership With MAG to Tokenize $3 Billion Real Estate Assets Disclaimer This article is provided for information only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
You may also like
WEEX AI Hackathon: How Did This AI Trading Winner Succeed?
A self-taught AI trading enthusiast achieved top-10 results at the WEEX AI Hackathon. Learn about the mindset, AI tools, and lessons behind this impressive performance.
One Balance to Rule Them All: Gravitas' On-Chain Prime Broker Ambition
Forty years ago, a technological revolution broke the isolation of information, reshaping Wall Street. Forty years later, Grvt aims to break the isolation of capital with an on-chain prime brokerage model.
That person who cashed out at the NFT peak is now selling a new shovel in the OpenClaw craze
A skilled person never picks the table, they eat meat with every bite.
Inter-generational Prisoner's Dilemma Resolution: The Nomadic Capital and Bitcoin's Inevitable Path
When the Baby Boomer generation collectively sells off, who will be the "bag holder" in the next asset crash?
Upstream and downstream are starting to fight, all for the sake of everyone being able to "Lobster"
「Lobster」 may not be a mature product yet, but it has already ushered in a new era of 「AI Assistants」.
Circle and Mastercard Announce Partnership, the Next Stage for the Crypto Industry Belongs to Payments
Stablecoins are transitioning from a speculative tool to real financial scenarios such as payments, cross-border transfers, and store of value.
From 5 Mao per kWh of Chinese electricity to a $45 API export: Tokens are rewriting currency units
When the same unit can both measure hashing power and facilitate payments, it ceases to be just a term and begins to evolve into a new currency of both value and influence.
Why is OpenAI playing catch-up to Claude Code instead?
Anthropic Bets Earlier on AI Programming, OpenAI Strategic Tempo Misaligned
Vitalik wrote a proposal teaching you how to secretly use AI large models
Vitalik believes that in the AI era, users should not have to sacrifice their identity to use an AI tool.
The doubling of Circle's stock price and the paradigm shift of stablecoins
The initial investments from Circle and Stripe, whether it is the R&D expenses for Arc, the high financing costs associated with Tempo, or the billion-dollar acquisitions of Bridge-type assets, are more akin to "placement fees" rather than commercially recoverable investments in the short term.
Key Market Information Discrepancy on March 13th - A Must-See! | Alpha Morning Report
1. Top News: Latest Developments in US-Iran Conflict, Son of Soleimani Vows Revenge, US Navy Plans to Escort Ships in the Strait of Hormuz
2. Token Unlock: $HTM
On-Chain Options Explosion.ActionEvent
Options are becoming the new anchor in the cryptocurrency market.
《Time》 Magazine Names Anthropic as the World's Most Disruptive Company
The most AI-wary company has created the most dangerous AI
Predictions market gains mainstream traction in the US, Canada, Claude launches Chart Interaction feature, What's the English community talking about today?
What Did Foreigners Care About Most in the Last 24 Hours?
500 Million Dollars, 12 Seconds to Zero: How an Aave Transaction Fed Ethereum's "Dark Forest" Food Chain
Spend $154,000 to buy AAVE at market price of only $111
AI Agent needs Crypto, not Crypto needs AI
It is not Crypto that needs AI to survive, but rather AI Agents that need Crypto to be implemented: when AI truly shifts from "thinking" to "executing," it must seek the boundaries of authority and funding within the programmable primitives of Crypto.
Stablecoins are breaking away from cryptocurrency, becoming the next generation of infrastructure for global payments
The use of stablecoins is shifting from facilitating low-cost cross-border remittances to supporting general commercial activities and inter-company vendor payments.
Web3 teams should stop wasting marketing budgets on the X platform
The announcements from the project party are still very important, but they should no longer be the starting point of promotional activities; instead, they should be the endpoint.
WEEX AI Hackathon: How Did This AI Trading Winner Succeed?
A self-taught AI trading enthusiast achieved top-10 results at the WEEX AI Hackathon. Learn about the mindset, AI tools, and lessons behind this impressive performance.
One Balance to Rule Them All: Gravitas' On-Chain Prime Broker Ambition
Forty years ago, a technological revolution broke the isolation of information, reshaping Wall Street. Forty years later, Grvt aims to break the isolation of capital with an on-chain prime brokerage model.
That person who cashed out at the NFT peak is now selling a new shovel in the OpenClaw craze
A skilled person never picks the table, they eat meat with every bite.
Inter-generational Prisoner's Dilemma Resolution: The Nomadic Capital and Bitcoin's Inevitable Path
When the Baby Boomer generation collectively sells off, who will be the "bag holder" in the next asset crash?
Upstream and downstream are starting to fight, all for the sake of everyone being able to "Lobster"
「Lobster」 may not be a mature product yet, but it has already ushered in a new era of 「AI Assistants」.
Circle and Mastercard Announce Partnership, the Next Stage for the Crypto Industry Belongs to Payments
Stablecoins are transitioning from a speculative tool to real financial scenarios such as payments, cross-border transfers, and store of value.
App