CryptoFundsWatch

The only publication dedicated solely to crypto funds and allocator news

[CryptoFundsWatch @CryptoFundWatch]

1/ Big news 🚨 — Crypto Funds Watch has officially acquired CryptoFundNews.

If you’ve been following CryptoFundNews, here’s what’s changing 👇

[Bark @barkmeta]

Jane Street was running an algorithm that dumped Bitcoin every single morning at 10am. Every day. For months. Crashing the price. Liquidating retail. Buying back lower. Rinse and repeat.

The second they got sued it stopped. The 10am dump disappeared. Now Bitcoin just had the best day in months.

One trading firm... That’s all it took to suppress the entire crypto market for months.

Now ask yourself how much of the crypto price action is even real. How many people panic sold because the charts look terrible. How many people got liquidated. How many billions were taken from regular people by a single trading desk.

And this is just the first one to get caught so far… it’s about to get VERY interesting.

[MV Global @buildwithMV]

1/10 We surveyed 61 institutional crypto investors (hedge funds, VCs, multi-strats, allocators) between Feb 9–18 in partnership with @CryptoFundWatch.
The message is clear:
Institutions now largely believe the 2024–2025 expansion phase has already peaked.
Here���s what changed 👇

[CryptoFundsWatch @CryptoFundWatch]

Texas just became the first U.S. state to buy Bitcoin for its treasury — $10 M allocated for a Strategic Bitcoin Reserve, with $5 M already deployed via BlackRock’s IBIT ETF at ~$87 K per. Officials plan to self‑custody the BTC as soon as the state finalizes its custody.
📎Source: Crypto Briefing

🤠 Follow public‑sector crypto adoption — subscribe: https://t.co/ZAHDP0EGop

[CryptoFundsWatch @CryptoFundWatch]

HumbleBee Fund announced it has delivered 30 %+ annualised returns across market cycles, emphasising disciplined risk. CEO Ethan Tong says the fund stayed liquid through the FTX, LUNA–UST and USDC. Founded by Ethan Tong, Richard Li and Philip, the Cayman‑registered fund aims to attract institutions seeking consistent crypto returns.
📎Source: GlobeNewswire

🐝 Explore disciplined crypto strategies — subscribe: https://t.co/ZAHDP0FedX

[CryptoFundsWatch @CryptoFundWatch]

Tykhe Capital’s Pioneer Asset Management and Skyvast Digital launched the $150 M SKYD Token — the world’s first tokenized AI infrastructure fund. It gives investors a 15 % revenue share of Skyvast’s AI business, addresses the region’s compute shortage (70 % of ASEAN AI firms lack access) and starts at US$1K.
📎Source: Laotian Times / Media OutReach

🧠 Stay ahead of tokenized AI infrastructure — subscribe: https://t.co/ZAHDP0EGop

[CryptoFundsWatch @CryptoFundWatch]

On Nov 21, BlackRock deposited $348 M BTC and $117 M ETH into Coinbase Prime. The move supports its spot crypto ETFs, even after $355 M exited IBIT on Nov 20.
📎Source: Crypto Briefing

🏦 Track major institutional flows — subscribe: https://t.co/2ld8SBcaXR

[CryptoFundsWatch @CryptoFundWatch]

Arizona’s State Retirement System disclosed $24 M in Bitcoin exposure via 76,238 Strategy shares. The position is now worth $13.5 M after MSTR’s slide. Strategy lets pension funds access Bitcoin without holding crypto directly.
📎Source: Crypto Briefing

🏛️ Monitor pension funds moving into crypto — subscribe: https://t.co/ZAHDP0EGop

[CryptoFundsWatch @CryptoFundWatch]

GoldenTree veteran Joe Naggar is spinning out Feynman Point with $300 M AUM, focusing on digital assets and frontier tech. Backed by L1D & Blockchain Investment Group, the team boasts >42% annualized returns from trades like GBTC arbitrage and early Hyperliquid/Ripple equity.
🔗 Source: Forbes

🚀 Stay ahead — https://t.co/ZAHDP0EGop

[CryptoFundsWatch @CryptoFundWatch]

Cardone Capital bought 888 BTC for its 101 Mizner Boca real‑estate project and plans to continue buying with free cash flow. The project aims to create a Bitcoin‑backed real‑estate ecosystem.
🔗 Source: Bitget News

🏠 Stay updated — https://t.co/2ld8SBcaXR

[CryptoFundsWatch @CryptoFundWatch]

Syz Capital is reopening its BTC Alpha fund, aiming to raise $200 M+ and already securing ~1,800 BTC in commitments. The move highlights institutional confidence and offers Bitcoin exposure without self‑custody🔗.
🔗 Source: HedgeCo

💰 Follow the flows — https://t.co/2ld8SBbD8j

[CryptoFundsWatch @CryptoFundWatch]

AIMA/PwC: 43% of hedge funds with crypto exposure plan to expand into DeFi within three years, and about one‑third are exploring tokenized fund structures. Crypto hedge fund AUM now averages $132 M.
🔗 Source: AIMA/PwC via Cayman Finance

🔗 Stay tuned — https://t.co/2ld8SBcaXR

[CryptoFundsWatch @CryptoFundWatch]

Winklevoss Capital led a $58.9 M raise for Cypherpunk Technologies, which bought 203,775 ZEC (~$50 M) to build a Zcash‑focused treasury. A sign that family offices are embracing privacy‑driven crypto investments.
🔗 Source: CryptoBriefing

💼 Follow the flow — https://t.co/ZAHDP0EGop

[CryptoFundsWatch @CryptoFundWatch]

🏦Institutional investors (funds‑of‑funds, pensions, sovereign wealth funds) are moving into crypto. But 41% of hedge funds say they’ll invest more only when custody & compliance gaps close.
🔗Source: BraveNewCoin

🏢 Subscribe at https://t.co/2ld8SBcaXR to follow the trend

[CryptoFundsWatch @CryptoFundWatch]

52% of hedge funds explore tokenisation of fund units. Tokenised RWAs now top $35.8B, with BUIDL & USYC leading. 15% of managers think tokenised funds will become the norm.
🔗Source: The Coin Republic & AIMA/PwC

🛠 Subscribe at https://t.co/2ld8SBcaXR for more insights

[CryptoFundsWatch @CryptoFundWatch]

A $26 B Swiss asset manager is backing a new $1.8 B DeFi fund, targeting tokenized liquidity pools & yield strategies. Institutional DeFi is here 🇨🇭 🚀
🔗 Source: Crypto Funds Watch Newsletter

💡 Discover who’s fueling DeFi institutions → https://t.co/2ld8SBbD8j

[CryptoFundsWatch @CryptoFundWatch]

Kazakhstan 🇰🇿 to launch a $1 B national crypto reserve by 2026 — its first state-backed digital-asset fund. Focus: infrastructure, tokenization & stablecoins.
🔗 Source: Coinpedia

🌐 Get early intel on institutional crypto launches — join at https://t.co/2ld8SBcaXR

[CryptoFundsWatch @CryptoFundWatch]

Bybit PWM’s crypto fund returned +169% during “Uptober,” driven by discretionary BTC + altcoin trades amid volatility. Institutional confidence in active crypto funds keeps rising.
🔗 Source: Investing .com

💹 Get insights on outperforming crypto funds → https://t.co/ZAHDP0EGop

[Matt Carr @QCI_GP]

QCI mentioned in @CryptoFundWatch latest industry article https://t.co/y0cIdVLFwd

[CryptoFundsWatch @CryptoFundWatch]

"The fund had delivered strong performance through 2024, with gross returns of more than 80% and a Sharpe ratio above 5. However, a sharp market sell-off triggered forced liquidations that effectively wiped out the fund’s assets ($100M)."

https://t.co/SdBoTjJzXd