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Crypto
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Mayar Capital Abdulaziz A.Alnaim
|
View | AI, Crypto, Value | 005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO | defense, fundamentals, global, Quality, Speculation, value |
| 2025 Q4 | Dec 28, 2025 |
Stone Ridge Asset Management Ross Stevens
|
View | Crypto, Energy, Natural Gas, Reinsurance | AAPL, AMZN, NVDA | Bayesian, Bitcoin, energy, Human Rights, Natural Gas, operations, Reinsurance |
| 2025 Q4 | Jan 31, 2026 |
White Brook Capital Basil F. Alsikafi
|
View | AI, Crypto, Semiconductors, Small Caps | BLDR, FND, GOOG, JAKK, MSFT, MSTR, NVDA, PTLO, RPID, TSM | AI, crypto, growth, healthcare, inflation, semiconductors, small caps, value |
| 2025 Q4 | Jan 15, 2026 |
Acuiti Olivia Bray
|
View | Crypto, Capital Markets | - | crypto, Custody, Derivatives, market structure, Prime Brokerage, TradFi, trading |
| 2025 Q4 | Jan 21, 2026 |
Pantera Capital Dan Morehead
|
View | AI, Crypto, ETFs | 3662.T, COIN, HOOD, JPM | AI, Bitcoin, Blockchain, crypto, ETFs, Institutional, Prediction Markets |
| 2025 Q4 | Jan 14, 2026 |
ARK Investment Management LLC Cathie Wood
|
View | AI, Crypto, Defense, Robotics, Energy Storage, Genomics | ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology |
| 2025 Q4 | Jan 30, 2026 |
Flattery Wealth Management Andrew Flattery
|
View | AI, Space, Crypto, Gold | ASTS, CASY, CEF, CPRT, DE, GRMN, HEI, MSTR, RACE, RMS, SEB | AI, Bitcoin, contrarian, crypto, gold, Multi-baggers, Quality, Space |
| 2025 Q4 | Jan 18, 2026 |
Titan Asset Management Fund 1 LP Mark Bousfield
|
View | AI, Crypto, Gold, Defense, Semiconductors, Energy Transition | ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE | AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology |
| 2025 Q4 | Jan 23, 2026 |
Equity Management Associates Lawrence W. Lepard
|
View | Crypto, Gold, Inflation, Silver, Gold Miners, Silver Miners | - | Bitcoin, Federal Reserve, gold, inflation, Mining, monetary policy, Silver, Sound Money |
| 2025 Q4 | Jan 14, 2026 |
49 Financial (49 Wealth Management, LLC) Austin Graff
|
View | Crypto, Inflation, Volatility, Dollar, Onshoring, Risk Appetite | - | Concentration, diversification, Dollar, global, inflation, risk management, volatility |
| 2025 Q4 | Feb 10, 2026 | View | Crypto, Capital Markets, Risk Appetite | FWDI | crypto, DeFi, Digital assets, Liquidations, risk management, Stablecoins | |
| 2025 Q4 | Feb 18, 2026 |
Baron FinTech Fund Josh Saltman
|
View | AI, Crypto, FinTech, Capital Markets, Mortgage | APO, COF, CWAN, FI, FICO, GWRE, HLI, HOOD, IBKR, INTU, JKHY, KKR, LPLA, MA, MELI, MS, NU, SCHW, SHOP, SPGI, V | AI, Banking, Capital markets, crypto, financials, Fintech, growth, technology |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford – US Equity Growth Kirsty Gibson
|
View | AI, Crypto, Gaming, E-commerce, Streaming, Biotechnology | AFRM, ALNY, AMZN, APP, CSGP, DASH, DDOG, GH, GOOGL, IOT, META, NET, NFLX, NVDA, RBLX, SHOP, SNOW, TSLA, W, WDAY | AI, Biotechnology, concentrated, E-Commerce, growth, long-term, technology, US |
| 2025 Q4 | Jan 2, 2026 |
WS Ruffer Total Return Fund Steve Russel
|
View | AI, Crypto, Risk Appetite | - | Absolute return, AI, crypto, Generational Divide, Housing Crisis, Market cycles, risk management |
| 2025 Q4 | Jan 23, 2026 |
FCL Capital Fernando Araujo
|
View | AI, Crypto, Value, Energy Transition, Copper, Brazil | 0700.HK, 1211.HK, 6367.T, AAPL, FCX, GLEN.L, HBM.TO, HDB, KGH.WA, KWEB, MSFT, NVDA, SCCO, TSLA | AI, Brazil, Copper, crypto, emerging markets, Energy Transition, technology, value |
| 2025 Q4 | Jan 9, 2026 |
Mountain Vista Wealth Management Jon Heagle
|
View | AI, Crypto, Gold, Rates, Inflation | AGG, DBB, EMB, ETHA, FBTC, GLD, IVE, IVW, IWM, JNK, QQQ, SPY, TLT, USO, VXUS, XLK, XLP, XLRE, XLU, XLV | AI, Bitcoin, Economic Outlook, ETFs, Federal Reserve, gold, inflation, Market Commentary |
| 2025 Q4 | Feb 18, 2026 |
Starboard Value Jeffrey Smith
|
View | AI, Crypto, Data Centers | AMD, APLD, CIFR, DLR, EQIX, HUT, RIOT, WULF | Activist, AI, crypto, Data centers, Power, value |
| 2025 Q4 | Jan 18, 2026 |
Ninepoint Partners LP John Wilson
|
View | AI, Crypto, Gold, Energy Transition, Infrastructure, Natural Gas, Critical Minerals | COIN, FIGR, SHOP.TO | AI, crypto, Electrification, energy, fixed income, gold, infrastructure, Natural Gas |
| 2025 Q4 | Jan 6, 2026 |
Lansing Street Advisors Matt Topley
|
View | AI, Crypto | COST, CSCO, NVDA, WMT | AI, Bitcoin, demographics, Leverage, Options, Predictions, technology, Valuations |
| 2025 Q4 | Jan 23, 2026 | View | Crypto, Risk Appetite | - | Accumulation, Bitcoin, Cash, crypto, Cycles, Defensive, risk management | |
| 2025 Q4 | Jan 14, 2026 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | Crypto, Small Caps, Rates, Liquidity | BTC-USD, STGY | Bitcoin, Economic Growth, Fed, liquidity, monetary policy, rates, small caps, value |
| 2025 Q4 | Feb 10, 2026 |
Sigil Core Fund Joe
|
View | Crypto, Capital Markets, Risk Appetite | FWDI | Bitcoin, Blockchain, crypto, De-risking, DeFi, Digital assets, Fintech |
| 2025 Q3 | Oct 21, 2025 | View | Crypto, Bitcoin, Leverage | - | Bitcoin, Cash, crypto, DeFi, Leverage | |
| 2025 Q3 | Nov 3, 2025 |
Sigil Core Fund Joe
|
View | Crypto, Infrastructure | - | Bitcoin, Decentralized Exchanges, Ethereum, Solana, Stablecoins |
| 2025 Q3 | Oct 24, 2025 |
Macro Ops Brandon Beylo
|
View | AI, Crypto, Silver, Mining | BCM CN, BTBT, CAN, CORZ, DMET CN, KUYA CN, NEWP, SIL AU, SILJ, WGMI | Bitcoin, crypto, inflation, Miners, Silver |
| 2025 Q3 | Oct 10, 2025 |
Pantera Capital Dan Morehead
|
View | AI, Crypto, Blockchain, Solana, IPOs | HSDT | Artificial Intelligence, Blockchain, Cryptocurrency, IPO, Solana |
| 2025 Q2 | Jun 30, 2025 |
Pantera Capital Dan Morehead
|
View | Crypto | - | Bitcoin, Blockchain, crypto, institutional adoption, Stablecoins |
| 2025 Q2 | Jul 13, 2025 |
Sigil Core Fund Joe
|
View | Crypto | COIN, CRCL, HOOD, MSTR | Bitcoin, Circle IPO, Crypto Treasury, ETF Flows, Ethereum |
| 2025 Q2 | Jul 28, 2025 | View | Crypto | - | Bitcoin, Concentration, digital scarcity, monetary asset, Network Effects | |
| 2025 Q2 | Aug 20, 2025 |
ProChain Capital David Tawil
|
View | Crypto | - | adoption, Blockchain, crypto, Stablecoins, Tokenization |
| 2024 Q4 | Feb 18, 2025 |
Sigil Core Fund Joe
|
View | Crypto | - | adoption, Bitcoin, Crypto Equities, Ethereum, volatility |
| 2024 Q3 | Oct 22, 2024 |
Sigil Core Fund Joe
|
View | AI, Crypto | - | AI Agents, Bitcoin, DeFi, ETFs, institutional adoption |
| 2024 Q2 | Jul 25, 2024 |
Sigil Core Fund Joe
|
View | Crypto | - | Bitcoin, DeFi, liquidity, Prediction Markets, Venture Capital |
| 2024 Q1 | May 9, 2024 |
Sigil Core Fund Joe
|
View | Crypto | - | Crypto ETFs, NFTs, Stablecoins, Token Unlocks, Web3 Gaming |