February: -10.7%CCi30: -26.9%12 Months: -4.0%Since Inception: +162.2% Market UpdateFebruary was a very volatile and difficult month with the CCi30 index falling -27% and BTC down -18%. The Portal Digital Fund ended February down -10.7%, and the Radiance Multi-Strategy Fund finished down -28.1% mark-to-market. Notwithstanding the market conditions, Radiance generated +3.7% more BTC in February to add to the +6.5% generated in […]
Posts by surfpacific
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January 2025 Market Commentary
MARKET INTELLIGENCE Market Performance: Mark O Witten, CFA Institutional Adoption and Investment Trends: Altcoin Season: Faulted or Finished Conclusion: VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS Market Overview: Greg Galton, Analyst Adviser Outlook Trump Executive Order (Jan 23, 2025) SEC to Roll Out Crypto Reforms MicroStrategy Acquires More Bitcoin Download Full Commentary
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February 2025 Market Commentary
MARKET INTELLIGENCE Market Performance: Mark O Witten, CFA *Past performance is not indicative of future performance. Specific risks may impact on the possibility of such a return in future. Investment Strategy Pivot Growing BTC Adoption & Institutional Investment HedgeNews Africa 2025 Symposium: Conclusion VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS Market Overview: Greg Galton, Analyst Adviser […]
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December Crypto Review: Volatility Amid Regulatory Shifts and Strategic DevelopmentsÂ
This month, we cover the significant volatility in the market, with Bitcoin reaching a new all-time high of $108,000 before retracing back to November lows. We also discuss upcoming regulatory shifts, including the eagerly anticipated appointment of Paul Atkins as SEC Chair and the proposed U.S. Treasury Bitcoin Strategic Reserve, which are poised to reshape the investment landscape. Join us as we […]
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End of the Year Webinar – Portal Asset Management 2024 End of Year Review
Join CIO, Mark Witten for an in-depth presentation on the current state of cryptocurrency and digital asset markets. We provide a comprehensive operational update for our two hedge funds, Portal Digital Fund and Radiance Multi-Strategy Fund. Learn about our recent achievements, including multiple performance awards and our strategic shifts in asset allocation. We also discuss […]
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Portal Market Commentary  â  October 2024
The US Election is THE Catalyst for Cryptocurrencys Adoption! Donald J. Trump is the 47th president of the United States and his comeback victory signals a positive and significant shift in US policy across all fronts. The most constructive effects of this will be in the reduction of geopolitical risk as wars are wound down […]