Investor Summary

Drew Tunney serves as Managing Partner of Crypto Native Capital, bringing educational credentials from Dartmouth College and extensive experience in cryptocurrency investment management. As a thought leader in the cryptocurrency space, Tunney has authored content addressing the valuation challenges inherent in crypto asset analysis, demonstrating deep understanding of market dynamics and analytical frameworks. Bryan Andrew Tunney also serves as an officer of the firm, contributing to the management structure and operational oversight. The management team maintains active engagement with the broader cryptocurrency and investment management communities, evidenced by Drew's professional network and industry participation. Since establishing the fund in Q2 2022, the management team has delivered strong performance results, achieving a 72.1% annualized return since inception despite the volatile nature of cryptocurrency markets. The team demonstrates sophisticated understanding of regulatory requirements, successfully navigating the ERA registration process and maintaining compliance with SEC regulations. Their commitment to investor transparency is evidenced through comprehensive quarterly LP letters dating back to the fund's inception. The management approach combines traditional hedge fund operational excellence with specialized expertise in cryptocurrency markets and digital asset investment strategies. The team's communication style reflects both analytical rigor and practical market experience, providing investors with detailed insights into market positioning and strategic thinking. Drew Tunney's background includes experience with crypto valuation methodologies and market analysis, contributing to the fund's analytical framework and investment decision-making processes.

Read More

Fund Strategy

Crypto Native Capital employs a Bitcoin-centric investment strategy focused on a single key metric: bitcoin per share. The fund utilizes leveraged Bitcoin strategies to amplify exposure to the leading cryptocurrency while maintaining disciplined risk management across market cycles. Their approach emphasizes tactical positioning based on market conditions, as evidenced by quarterly strategic shifts from defensive positioning to growth-oriented strategies depending on market dynamics. The firm maintains a long-term perspective on cryptocurrency adoption while adapting to short-term market volatility through sophisticated leverage mechanisms. Their investment philosophy centers on the belief that Bitcoin represents the primary value store in the cryptocurrency ecosystem, with other digital assets serving complementary roles in portfolio construction. The fund's strategic communication through regular LP letters demonstrates commitment to transparency and investor education about cryptocurrency market dynamics. Their approach combines traditional hedge fund risk management techniques with deep understanding of cryptocurrency-specific market mechanics and regulatory developments. The firm positions itself as a specialist manager capable of navigating the complex and rapidly evolving cryptocurrency investment landscape. Strategic timing and market cycle awareness play crucial roles in their investment decision-making process. The fund's focus on Bitcoin accumulation through leveraged strategies reflects conviction in the long-term value proposition of the leading cryptocurrency.

Read More

FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
72.1% -20.1% -