Digital Asset Capital Management

Digital Asset Capital Management

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Blockchain is the most disruptive tech of a generation – DACM provides focused, transparent, and professionally managed investment into this novel asset class

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Digital Asset Capital Management

I compared them all 2 years ago: Delta Neutrals as of 2023: @FasanaraDigital had the best stats and tail risk @DigiAssetFund had an almost identical performance but got unlucky with something around FTX. If you removed that event they had almost identical performance and tail exposure. @Re7Capital was also extremely good as of 2023. Side note: @LanternVentures Pharos Fund had the best tail risk hedge of them all. It's a delta neutral with a small yolo side-pocket that lets them do directional special situations.

Digital Asset Capital Management

Three things in crypto generate $10bn+ cashflow: - Binance; - Tether; and - Derivatives basis. Only one was available to capture - was great to talk to @gdog97_ and here him explain how $ENA does it 👇 1 min short:

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