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Bitcoin
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 16, 2025 |
Equity Management Associates Lawrence W. Lepard
|
View | Gold, Bitcoin, Silver | AUMB CN | Hard assets, inflation, Mining stocks, Monetary reset, Precious Metals |
| 2025 Q3 | Oct 21, 2025 | View | Crypto, Bitcoin, Leverage | - | Bitcoin, Cash, crypto, DeFi, Leverage | |
| 2025 Q2 | Jul 6, 2025 |
ByteTree Asset Management Charlie Morris
|
View | Value, Bitcoin, Liquidity | - | Bitcoin Allocation, global diversification, Gold Exposure, Value Investing, Weak Dollar |
| 2025 Q1 | May 14, 2025 |
Sigil Core Fund Joe
|
View | Volatility, Bitcoin | HOOD | Bitcoin, Crypto Adoption, DeFi, ETFs, Stablecoins |
| 2024 Q4 | Jan 23, 2025 |
Flattery Wealth Management Andrew Flattery
|
View | Compounding, Bitcoin, Conviction | MSTR | Bitcoin Adoption, Concentrated Investing, Conviction Investing, Founder Alignment, Long-Term Compounding |