In April last year we created an index-like portfolio of major cryptocurrencies; it was constructed using the five coins with the highest market cap each year (measured by year-end) and then held for one year). This approach has shown interesting results over more than seven years of analysis, basically doubling the return of Bitcoin alone and outperforming equities. 

Year 2022 may prove to be fundamental or even “epochal” for cryptocurrency world development. Is it all just a deflating hot air balloon or will the events of the past year lead to a healthier and more mature space?

As crypto space matures, are there tools and techniques from the “old age” of investing to be applied? Here we build an index-like portfolio of cryptos to check what benefits this approach may bring to the space.

As crypto space matures, are there tools and techniques from the “old age” of investing to be applied? Here we build an index-like portfolio of cryptos to check what benefits this approach may bring to the space.

The Crypto funds have experienced an explosion in performance and AUM in 2020. They appear to continue the winning trend into Q1 of 2021.

The Crypto funds have experienced an explosion in performance and AUM in 2020. Will these trends continue?

September’s top 10 performers list derived from Nilsson Hedge database is dominated by the Crypto hedge funds.

There is a growing number of cryptocurrency based investment funds with the estimated number rotating around a few hundred and AUM of around $20B. Are they adding value for the investors?

There is a noticeable and unprecedented trend of increasing correlations between crypto and equity markets.

Funds reporting through June on the NilssonHedge database, a public database of hedge fund returns, shows the industry split in half during the first six months of the year. The average positive and the average negative returns of the 928 funds that NilssonHedge has data for through June are the same to within a basis point: 7.82% vs -7.83%, with negative returns being a majority (about 2/3rds or 562 of all returns).