Crypto Asset Management
Original research, working investor tools, and a portfolio built across the four themes reshaping global finance.
Where to start
Research
Read our blog
Original research, market commentary, and frameworks, published as we write them.
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Tools
Use our tools
Dashboards, models, and calculators built for serious crypto investors.
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Fund
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Open to eligible investors. A liquid, long-biased crypto strategy.
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Themes
Explore our themes
The four investment themes reshaping global finance, and the portfolio behind them.
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More recent
Crypto is in the same brutal mid-consolidation phase that Amazon, Microsoft, and Apple all endured before secular forces forced the market to recognise what they had quietly become.
The US owes $28.8 trillion, can’t cut spending, can’t grow out of it, can’t hike rates without detonating the deficit, and can’t find enough buyers for new debt, leaving money printing as the only door still open and Bitcoin as the only purpose-built escape hatch.
Six months into a brutal drawdown, with crypto obituaries everywhere and the fear and greed index at all-time lows, the indicators say the bottom is in or close to it and the next bull market’s narratives are already taking shape.
