Hedge Fund Delivers 640% Returns by Betting on Bitcoin-Adopting Companies
🚀 Key Highlights
✅ 640% net returns in 12 months (June 2024–June 2025) – 6x Bitcoin’s growth
✅ $433M AUM – Focused on firms transitioning into Bitcoin buyers
✅ Led by David Bailey – Key strategist behind Trump’s pro-crypto shift
✅ Invested in ~12 companies – All now holding Bitcoin on balance sheets
🔍 How Did They Outperform BTC?
🔹 Strategic Investments – Targeted firms adopting Bitcoin as treasury assets
🔹 Political Influence – Bailey helped shape Trump’s pro-crypto policies, boosting market sentiment
🔹 Early-Mover Advantage – Capitalized on corporate Bitcoin adoption wave before mass institutional entry
💡 Why This Matters
- Proof that Bitcoin adoption = alpha – Companies holding BTC outperformed
- Political connections paid off – Trump’s pro-crypto stance boosted sector growth
- New hedge fund model – Investing in Bitcoin-converting firms rather than just BTC
🔮 What’s Next?
- More firms may follow MicroStrategy’s lead in BTC treasury moves
- Regulatory clarity (from Trump admin) could fuel further corporate adoption
- Copycat funds likely to emerge, targeting similar strategies
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