LongBTCSep 2026
Bitcoin
Crypto Native Capital believes bitcoin is approaching the historically favorable re-entry portion of its four-year cycle after nine months of a bear market. The fund had…
Crypto Native Capital
Bitcoin-only, cycle-aware digital asset investing that de-risks late in the four-year cycle and redeploys near historical bear-market bottoming windows.$150M AUM2 published ideas
Crypto Native Capital previously operated a broader liquid crypto strategy that included altcoins but has transitioned to a bitcoin-only, cycle-aware framework. The strategy raised substantial cash late in the prior cycle and intends to methodically redeploy that liquidity as bitcoin moves through its bear-market bottoming window.
Ideas from Crypto Native Capital
LongBTCSep 2026
Bitcoin
Crypto Native Capital is shifting from defense to offense by beginning to dollar-cost average its cash into bitcoin from September 1 through year-end. The fund argues that…
Letters covered
- Shifting To OffenseSeptember 8, 2026
- Q2'26 LP Letter - Shifting to OffenseSeptember 8, 2026
Source PDFs are not republished here; only extracted ideas and quotes.