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?
1 published idea on Bitcoin across 1 fund — 1 long and 0 short.
Bitcoin hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Bitcoin: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.