Latest News and Updates
ValiantCEO: The Multi-Cycle Mindset: Trading Around Long-Term Bitcoin Portfolios
External Media
The “HODL” mantra has served Bitcoin investors well over the last decade, but the digital asset landscape has shifted.
Monthly NTA update - February 2026
Monthly Updates
The fund declined by 11.7% in February as a myriad of macro factors continued to add pressure to risk assets.
This time it's different...
Musings
We’re in the throes of the 3rd biggest BTC retraction since 2015, but today is a more ‘mature’ meltdown.
Monthly NTA update - January 2026
Monthly Updates
The fund declined by 9.7% in January, as reduced institutional demand driven by forced deleveraging weighed on markets.
The Great Divide: Why 89% of Family Offices Are Still on the Sidelines — and Why That May Change
External Media
Family offices weigh crypto’s promise against governance, volatility and timing.
How Family Offices are Embracing Crypto in 2026
External Media
Instinct once ruled crypto markets; now systematic and AI‑driven strategies built on data are quietly taking over.
