Crypto Fund List

Accredited Investor Information on over 760 funds and counting. 50+ funds with performance numbers. Founded by @joemacktrustee. led by Josh Gnaizda.

[Crypto Fund List @cryptofundlist]

As we said on 1/13, that was the time to start deploying capital into crypto funds and there is still time.The fund of funds strategy mentioned below can work but due diligence and diversifying strategies would be very important. Viewing our performance results will help.

[Raoul Pal @RaoulGMI]

Crypto hedge funds:

One of my core hypotheses is that the crypto markets are relatively starved of secondary capital as the hedge fund industry is still so nascent. There is maybe $5bn in liquid token strategy hedge funds in the space vs $3trn in TradFi hedge funds.

That lack of capital in the secondary markets means that crypto hedge funds can generate massive alpha on top of beta over the full cycle/s. This has proven out over past cycles.

Also, most digital asset investors (mainly family offices, HNW, RIA's, pensions and endowments) got initial entry via VC and will search for more liquid strategies in this cycle.

It is easy to own BTC or ETH and SOL but bloody hard for all but the best investors to find the next 50x or 100x.

Having seen this before in the 90's, the next phase of investing tends to be via hedge funds and in particular Fund of Funds as it mitigates the esoteric single manager risks in the space, which is considerably complex. It is a hedge funds job to find and capture the best opportunities.

Fund of Funds in TradFi are a terrible investment these days as fund returns have been crushed by competition so fees are too high.

In crypto the return profile is wildly different and highly skewed to VC+ type returns. In a world of lower returns, crypto remains the best performing asset class in history and still the best opportunity as it is still so early.

18 months ago I set up Exponential Age Asset Management and the Digital Asset Fund (EADAF) as a crypto hedge fund Fund of Funds to help capture the opportunity for investors. We are in the top 3 Fund of Funds by size (still small vs TradFi).

We have built a world class team and are currently positioning for the next phase in the crypto bull market.

We are currently on the search for new managers so would love to hear from you if you run a fund!

We are currently looking for two types of funds:

1. Smaller hedge funds that focus outside of the top 10 or 20 tokens, doing the deep fundamental work to find the next 100x

2. Quant funds that can be short as well as long but are agnostic to fundamentals (i.e pure quant).

If either fits your strategy (you must be 90% listed tokens or more) then drop us a line.

[email protected]

We are also happy to look at SMA's or seeding new funds if the team is exceptional.

Here is the website if you want to know more

Thanks!

https://t.co/HGmxy708Cf

[Crypto Fund List @cryptofundlist]

I hope UNHWs followed this advice

[Crypto Fund List @cryptofundlist]

Still plenty of time…

[Crypto Fund List @cryptofundlist]

Still plenty of time…

[Crypto Fund List @cryptofundlist]

Now is the time to deploy capital into a Crypto Fund. Sign up for a subscription to understand who did well through the downturn and who did not.

[Crypto Fund List @cryptofundlist]

If you are an institution or UHNWI, the easiest way to take a large position in crypto may be to go with a traditional VC that has good banking relationships and a crypto fund.

[Crypto Fund List @cryptofundlist]

Now is the time to deploy capital into a Crypto Fund. Sign up for a subscription to understand who did well through the downturn and who did not.

[Dan Morehead @dan_pantera]

The cascading collapse of major companies/projects exposed the incredible amount of excess leverage in the system.

Amidst all of this, DeFi protocols have done their jobs better than centralized crypto finance firms.

I discuss recent events in crypto: https://t.co/ri40SRH3BX

[Crypto Fund List @cryptofundlist]

$USDC issuance going up while $USDT issuance going down is probably the biggest sign that institutions continue to put money in and will eventually cause $USDC to flip $USDT. Great job by @jerallaire to get this infrastructure in place when it will be needed most.

[Crypto Fund List @cryptofundlist]

CryptoFundList now has data on how many crypto funds have performed in two major down markets. Now is the perfect time to deploy capital into a crypto fund at market lows.

[Crypto Fund List @cryptofundlist]

As it was in 2018 and 2019, these next 3-5 months will be the best time to deploy capital into a crypto fund.

[Evan Fisher @evanbfish]

1/ Over $20B in crypto funds have been raised the past 12+ months.

How much market cap needs to be created to support returns at this scale?

Where will this come from (hint: institutions)?

https://t.co/cYj1xk3CV4

[Syndicate @syndicateio]

1/ Today, we're excited to introduce Web3 Investment Clubs, Syndicate’s first mainstream social investing tool built on Syndicate Protocol ✨

It transforms any Ethereum wallet into a powerful investing DAO in seconds for just the cost of gas.

https://t.co/SXE5iEBBA2

[Packy McCormick @packyM]

212 people have submitted $10.4M in interest for Fund II in 44 minutes 😮

[Crypto Fund List @cryptofundlist]

2/Why would these prolific investors invest in Packy instead of just doing direct investments? Because Packy is in the rooms they aren’t.

[Crypto Fund List @cryptofundlist]

1/The investing firepower behind @packyM’s new fund will be significant. Guesses on who will invest are @howardlindzon, @Jason, @DavidSacks, @DanielSLoeb1, @pmarca, @cdixon, @BarrySilbert, @BoredElonMusk, @naval, @RonConway, @rabois, @mcuban, @kevinrose, @garyvee, @katie_haun

[Joe Mack @joemacktrustee]

.@packyM is either going to have to turn down a lot of money or raise a monster fund. Not sure what the record is for the largest fund raised by one individual but Packy could probably set the record if he wanted to.

[Emergingmanagers @Emergingmanvc]

Great opportunity to work with one is the best and one of the funniest, @howardlindzon. He is also an inspiration for this account.

[Balaji @balajis]

The funny thing is that few web2 VCs made the jump to web3!

In addition to 100M+ retail investors, the new entrants are crypto hedge funds like Polychain, Paradigm, Dragonfly, Electric, Blocktower, Multicoin, 1Confirmation, Scalar.

All just a few years old. It’s all new money.

[Tanay Jaipuria @tanayj]

a16z has already fully deployed the $2.2B crypto fund it raised in June per Axios 🤯

[Crypto Fund List @cryptofundlist]

.@solana funds 🚀🚀

[CoinDesk @CoinDesk]

NEW: @GalaxyDigitalHQ is launching a crypto fund for @solana, the high-speed blockchain whose native token $SOL has soared in value this year.

@realDannyNelson reports

https://t.co/LJABZcOaC8

[Crypto Fund List @cryptofundlist]

@katie_haun and @cdixon may start a trend.

[Crypto Fund List @cryptofundlist]

There is a good chance we see an unbundling of fund managers at large VC firms especially when it comes to Web3. The new breed of VC will need to be nimble and able to move fast on deals while also spending a ton of time adding value to their individual investments.

[Katie Haun @katie_haun]

1/ Today @cdixon and I shared with the @a16z crypto team that I will be launching my own fund focused on crypto and web3 early next year. The current crypto fund will be my last at the firm