Dear Friends,
As we embrace the ever-evolving dynamics of the cryptocurrency market, we are pleased to share our Februarycommentary that explores the patterns and opportunities of crypto market cycles.
The Fund delivered an exceptional monthly return of 29,23% (USD) net of fees for investors. February also marked the 6 month performance track record for the Fund and we are delighted with the approximately 60% (USD) net of fee return we were able to deliver to our investors over this period.
The cryptocurrency landscape is marked by its vibrant and unpredictable nature, and at its core are the crypto market cycles. With four major cycles since Bitcoin’s inception in 2009, each presents a rhythm of growth and recalibration—a dance of innovation and market psychology. Our in-depth commentary deciphers the intricacies of these cycles, typically spanning four years and swayed by the winds of technological evolution, regulatory shifts, and global economic tides. Learn how the market’s heartbeat is influenced by the speculative interest and the profound impact of innovations such as decentralized finance and the surging wave of NFTs.
With the Bitcoin halving approaching and the expected shift in interest rates, we delve into how these events historically set the stage for bullish sentiments and what they signify for the market’s future. Challenge the conventional investment perspective and discover why, through the lens of crypto market cycles and expected catalysts, crypto markets still offer the promise of very attractive returns.
We invite you to delve into the full commentary here. Please don’t hesitate to reach out if you have any questions.
Warm regards,
The MidSquare Team
July 21, 2023
7 min read
Take a deep dive into the financial world as we pit Traditional Finance (TradFi) against Decentralized Finance (DeFi). This easy-to-understand guide will help you explore how these two distinct systems compare in terms of operations, accessibility, and more.
January 8, 2024
4 min
As we step into the promising year of 2024, we are excited to share with you our December commentary, encapsulating the latest strides and insights in the dynamic realm of digital assets. *Stablecoins: The Anchors in Digital Asset Volatility* December spotlighted the increasingly vital role of stablecoins in the digital asset ecosystem. *S&P's Stablecoin Stability Assessments: A New Benchmark* A groundbreaking development in December was the introduction of S&P Global Stablecoin Stability Assessment ratings. *The MidSquare Digital Frontiers Fund: A Reflection of Excellence* December concluded a remarkable year for crypto assets, with the MidSquare Digital Frontiers Fund achieving an impressive *9.06*% return in USD. *A Glimpse into the Future: Welcoming 2024 with Optimism and Prudence* As we embark on 2024, the crypto asset market, particularly bitcoin, is poised at a pivotal juncture. We invite you to delve into our full commentary for a deeper understanding of these developments and our strategic approach.
