May 1, 2023
- Since 2022, our flagship portfolio and CCA strategy has outperformed the benchmarks by 41% and 100% respectively. Our Dynamic portfolio is up by 7% YTD.
- BTC & ETH are up by 76% and 59% YTD.
- Although A16Z, Binance Labs & Coinbase Ventures seem to be doing well for now, they are playing catch-up as a result of last year’s performance. After last year, they would have to make a huge return to break even as they are all still down at least 63% since last year.
While it may seem as though “Smart Money” is doing well YTD, they experienced huge losses last year. Therefore, they have a lot to catch-up on. BTC and ETH have recently increased which has resulted in the rise of performance numbers for everyone across the board. On the other hand, our strategies have shown consistency, now outperforming the benchmarks by 100% since 2022.
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