Recently I have seen a few graphics floating around that graphically shows the holdings of a handful of crypto hedge funds. I am a huuuuuuge promoter of DYOR....... so in this case I felt compelled to perform some of my own. After a little digging..... I came up with a list of 33 Crypto Funds:
Blockchain Index (BLX)
Block Tower
Blockchain Capital
Blockchain Easy Access (BEA)
Blockchain Infrastructure Index (BIF)
BlueYard
BMC Original
CARUS-AR
Carus-AR
COINBEST
Coinsilium
Cornucopia Index (CRNC)
Crush Crypto Core
Exponential Age Array (EAA)
FBG Capital
Future Chain Index
Global Crypto One (GCO)
Global Macro Crypto (GMC)
Greychain Emerging Markets
Hive Index (HIX)
JJK Crypto Assets
KryptoStar Core
Moonshot by ArabFolio Capital
Pantera Capital
Pecun.io Cryptocurrency
Phoenix Paradigm Indicator (PPI)
Pinta
Ragnarok Crypto Asset Array (RCAA)
Solidum Prime (SOPR)
StrongCoinDex
The Asymmetry Asset Array Index (AAAX)
Trade by Cain Ransbottyn
William Mougayar High Growth Cryptoassets Index (WMX)
So after some manual effort to get all of the holdings into an excel spreadsheet where I could do some number crunching...... I decided to identify the number of times a crypto related investment (You will notice that not all of investments listed are cryptocurrencies as some Hedge Funds like Pantera Capital invest in things like exchanges e.g. Bitstamp) appeared in each of the portfolios. Here is what I found:
Across 33 Crypto Funds the number of times each crypto investment appeared:
26 Bitcoin
26 Ethereum
22 OmiseGO
21 0x
19 Iconomi ( 1/3 of the funds analyzed can be found on the Iconomi Platform)
19 Waves
18 Monero
16 Steem
14 Aragon
14 Kyber Network
14 Status
13 Augur
13 Basic Attention Token
13 EOS
13 Icon
13 Qtum
12 Dash
12 Golem
12 Lisk
12 Wanchain
11 Bitcoin Cash
10 Binance Coin
10 DigixDAO
10 Zilliqa
9 Civic
9 FunFair
8 Bancor
8 Republic Protocol
8 Ripple
8 SALT
8 TenX
7 Aelf
7 District0x
7 Enigma
7 HOLDING
7 iExec
7 Loom Network
7 Quantstamp
6 GameCredits
6 NEO
6 SingularDTV
5 Ethereum Classic
5 Ripio Credit Network
5 Wings
4 Decentraland
4 Loopring
4 Melon
4 Metal
4 Tierion
4 Viberate
3 Cofound.it
3 Everex
3 Matchpool
3 Origin Protocol
3 Quantum Resistant Ledger
3 Storj
3 WeTrust
2 Abra
2 Ardor
2 BitAccess
2 BitPesa
2 Chain
2 Circle
2 FileCoin
2 Gnosis
2 Harbor
2 Kin
2 Libra Credit Network
2 Maecenas
2 MadeSafeCoin
2 Monaco
2 Nexium
2 Patientory
2 Powerledger
2 Raiden
2 Shapeshift
2 Stellar
2 StreamToken
2 Swarm City
2 UniKrn
2 Xapo
1 AdEx
1 AdToken
1 Aeternity
1 AlphaPoint
1 BitFury
1 BitGo
1 BitOasis
1 BitStamp
1 Bitwise
1 Blade
1 Block.one
1 BlockCypher
1 BlockTix
1 Bloom
1 BTCJam
1 ByteBall
1 Centrifuge
1 Chronoled
1 Chronobank
1 Coinbase
1 CoinDash
1 Coinlist
1 Coins.ph
1 Computable
1 Consentio
1 Cosmos
1 CyberMiles
1 Dmarket
1 Edgeless
1 Firstblood
1 Futourist
1 Fuzo
1 GetBaseCoin
1 Gifto
1 GoCoin
1 Humaniq
1 Indorse
1 Ihost
1 ItBit
1 LedgerX
1 Lino
1 LiteCoin
1 Luynr
1 Magnr
1 MakerDAO
1 Mesarri
1 Musiconomi
1 Neuroware
1 Noble
1 NuCypher
1 Numeraire
1 OB1
1 Orch1d
1 OpenToken
1 OpSkins
1 Paradex
1 Oscoin
1 PeerNova
1 Pitch
1 PolyChain
1 Propy
1 Protocol Labs
1 Radar
1 Real Estate Asset Ledger (REAL)
1 Request Network
1 RSK
1 Sfox
1 Santiment (SAN)
1 Siacoin
1 Snapcard
1 Stampery
1 SpaceKnow
1 stdlib
1 Stem
1 String
1 Synereo
1 TexTile
1 TrueFlip
1 Unico
1 UrBit
1 Userfeeds
1 Vectary
1 Veem
1 Zcash
1 Zenbox
1 ZipZap
I was shocked 😨by some of the holdings..... for instance #NEO only being held by 6 of the funds while #EOS is held by 13 of the funds...... Though these funds are not static in nature so it could be funds trying to time the market and trading between hype trains. What are your thoughts on the holdings????