Crypto Managing the Cycle: Crypto Fund Update – Q1 2021 The first quarter of 2021 was action-packed for the crypto markets, as Bitcoin hit new highs every month, finally topping at the last local high of ~$61,500 in March. The fund saw major growth across the portfolio which was more pronounced in DeFi and a number of longer term
Crypto Rotate and Consolidate: Crypto Fund Update – Q4 2020 Q4 2020 was all about rotating and consolidating the portfolio into stronger conviction positions with risk in mind. We took profits where we needed to and rebalanced. We also recently wrote our Q4 update for the Seed Fund, which you can read here. We are now focused on three main
Crypto Memetic Markets: Crypto Fund Update – Q3 2020 As promised, here is our Crypto Fund update, general outlook, new allocations and upcoming project launches. We recently wrote our Q3 2020 update for the Seed Fund, which you can read here: Q3 Update. We are currently approaching these markets as if they are about 25-30% through the cycle. There
