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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 23, 2024 | Pantera Capital | 0.0% | 0.0% | BTC-USD, ETH-USD | Bitcoin, Blockchain, crypto, DeFi, Telegram, Tokenization, TON | TON blockchain represents a unique approach where a community integrates blockchain technology rather than creating community from scratch. Telegram's 930 million users provide massive distribution advantage with 14 million daily active users already exceeding Bitcoin and Ethereum. The platform enables seamless crypto onboarding through Wallet in Telegram and supports mini-apps ecosystem. | View | |
| 2025 Q3 | Oct 6, 2025 | Schroders Value Perspective Global | - | - | BTC-USD, ETH-USD | AI, crypto, equities, Fed, global, gold, rates, technology | The AI boom continued to drive strong market performance across global equities in Q3 2025. Technology and communication services sectors were strong performers, with renewed enthusiasm for AI helping boost the technology-heavy Nasdaq to record highs. Asian markets, particularly Taiwan and Korea, benefited from continued demand for artificial intelligence and AI-related stocks. | View | |
| 2025 Q3 | Oct 10, 2025 | Pantera Capital | - | - | BTC-USD, ETH-USD, HSDT, SOL-USD | AI, Blockchain, crypto, Fund, IPO, Solana, Treasury | The industry's headwinds have become tailwinds following the US presidential election. The market is increasingly focusing on tokens with sound fundamentals, particularly those with revenue and cash flows, which have outperformed speculative tokens. New regulations and blockchain company IPOs have opened traditional routes to liquidity like IPOs and M&A. | HSDT US |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||