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…
BTC
Which hedge funds are long BTC?
2 published ideas on Bitcoin across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Bitcoin: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
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…