Crypto

Crypto portfolio concentrated in large-cap cryptoassets

By Titan

About

Process

Track Record

Company

Team

AboutProcessTrack RecordCompanyTeam

Cryptocurrency

About Titan Crypto

Titan Crypto is our actively managed crypto investment strategy. It seeks to invest in a concentrated portfolio of ~5-10 largecap cryptoassets. The objective is to outperform the Bitwise 10 Large Cap Crypto Index over a 3-5 year horizon.

Our Investment Team conducts deep fundamental and quantitative research to identify what we believe to be the highest quality cryptoassets for the next 3-5+ years. We then construct a concentrated yet balanced portfolio of these cryptoassets with strict risk controls to screen out cryptoassets which we believe entail outsized risks around custody, liquidity, regulatory, and other concerns.

The Crypto portfolio is monitored daily and updated by the Portfolio Manager and Investment Team based on the evolution of each cryptoasset’s utility, adoption, and price action. This includes regular rebalancing and tactical trading during periods of excess volatility to attempt to maximize reward/risk.

Key Facts


Minimum Investment

$500


Asset Class

Cryptocurrencies


Liquidity

Daily


Coins

~5 - 10


Mandate

Cryptocurrencies


Average Market Cap

$84B


Inception Date

8/10/2021

Titan Advisory Fee


$500 - $24,999 Net Deposits

0.90% AUM Per Year


$25,000 - $99,999 Net Deposits

0.80% AUM Per Year


$100,000+ Net Deposits

0.70% AUM Per Year


Transaction Fee


Apex Crypto LLC, our third-party custodian, charges transaction fees.

0.15% Per Transaction


Download the app to view holdings

Ready to invest in Titan Crypto?

Disclosure: Performance shown is for illustrative purposes only and not representative of actual performance.

In more ways than one, crypto today is comparable to the internet in the early 1990s: rapidly gaining momentum and broad adoption, with a massive runway for growth, new use cases, and world-changing potential.

Gritt Trakulhoon

Investment Analyst, Titan Crypto

Process

Idea Generation

Titan Crypto’s investable universe includes large-cap cryptoassets. To identify potential portfolio candidates, the Investment Team’s Analysts first screen out cryptoassets which we believe entail outsized risks around custody, liquidity, regulatory, and other concerns. The crypto space is rife with speculation across cryptoassets with risks such as questionable fundamental utility, minimal adoption, opaque security features, and low liquidity, to name a few. Our Investment Team aims to separate the wheat from the chaff as a first filter before a cryptoasset can enter the universe of public liquid tokens that Titan may consider investing in.

Fundamental Research

Within the investable universe, the Investment Team employs quantitative and qualitative research across protocols and projects to determine what they believe to be the most durable cryptoassets. This research includes developing a technical understanding of the most prominent use cases, monitoring themes and market trends, networking with crypto co-founders, utilizing on-chain analytics, and more.

Valuation

Once the Investment Team’s Analysts have validated a crypto protocol’s fundamental utility, technical advantages, tokenomics, and team, they analyze the underlying cryptoasset’s absolute and relative valuation vs. their estimate of its long-run intrinsic value. Examples of valuation metrics/guideposts include multiples of market capitalization relative to on-chain analytics (such as transaction volume and active addresses), a familiar framework often used in the traditional equities world.

Portfolio Management

Once a cryptoasset makes it into the Crypto portfolio, the Portfolio Manager and Investment Team monitor the position daily alongside the other holdings, watching for signposts that their thesis is playing out (or not). The Crypto positions are held in conviction weights (i.e. sized based on the Team’s conviction levels) with regular rebalancing and tactical trading based on the evolution of the investment thesis against the cryptoasset’s valuation.

Track Record

Download Tearsheet

Titan

Bitwise 10 Large Cap

Cumulative Return (since August 2021)

-62.1%

-65.4%

Annualized Return

-50.3%

-53.4%

Sharpe Ratio

-0.73

-0.87

Beta

0.96

1.00

Alpha

6.5%

0.0%

Best Month

33.1%

37.3%

Worst Month

-38.1%

-41.3%

Positive Periods

7

6

Negative Periods

10

11

About Titan

Modern investment management, fit for you

Titan is a managed investment platform. We work with top-tier investment firms to offer curated strategies and funds across asset classes, while also selectively developing our own proprietary products to help meet our clients’ needs. We founded Titan to set the new standard in wealth management: curated, comprehensive, simple-to-use—and fit for you.

Team

Gritt Trakulhoon

Investment Analyst

Formerly at a VC focused on crypto investments and a consultant at BCG, Gritt focuses on Titan Crypto efforts.

Emily Cherkassky

Investment Analyst

Formerly at a quant hedge fund, Emily oversees portfolio analytics and research across strategies.

Clayton Gardner

Chief Investment Officer

As Co-Founder, Co-CEO and CIO, Clayton oversees portfolio management for Titan’s proprietary strategies.

Short-term results to date; not indicative of future results. Please review detailed disclosures related to Titan’s Crypto strategy available titan.com/legal. Titan Crypto is available to all U.S. residents except those residents of New York State. Cryptocurrency advisory services are provided by Titan Global Capital Management USA LLC, an SEC registered investment adviser. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto LLC is not a registered broker-dealer nor a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan Global Technologies LLC. Titan Global Technologies LLC is a registered broker-dealer and member of FINRA/SIPC. Please ensure that you fully understand the risks involved before trading. Please visit apexcrypto.com/legal for additional information and important disclosures.

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