March 6, 2023
- Since 2022, our flagship portfolio and CCA strategy has outperformed the benchmarks by 51% and 35% respectively.
- BTC & ETH are up by 35% and 31% for 2023.
- Although A16Z, Binance Labs & Coinbase Ventures seem to be doing well for now, they are playing catch-up as a result of last year’s performance. After last year, they would have to make a 500%+ return to break even as they are all still down at least 60% since last year.
The crypto industry market cap is at $1.08 Trillion. We have also seen a small fluctuation in BTC and ETH as last week BTC was up at 40% and ETH was up at 33%. Overall, our strategies outperformed “smart money” in 2022, and are already making up for last year’s minimal losses.
If you found this helpful, Subscribe to The Art of the Bubble’s free newsletter.