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Praxos Capital
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Praxos Capital
@PraxosCap
Market-neutral liquid digital asset fund :: Harnessing crypto volatility for steady gains
Katılım Aralık 2024
29 Takip Edilen494 Takipçiler
Praxos Capital retweetledi
🚨 BUYING MSTR VS BITCOIN - WHICH IS BEST?
Vinny Lingham, Chairman and Co-founder of Praxos Capital Management, shares his perspective on owning MicroStrategy (Strategy) stock versus Bitcoin.
Watch the full interview youtu.be/QAHHnTyACKc
#bitcoin #microstrategy #mstr
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Tony Edward (Thinking Crypto Podcast)@thinkingcrypto
Crypto OG Shares His BIG Predictions on What Comes Next for Bitcoin & Altcoins! WATCH ▶️ youtu.be/QAHHnTyACKc Vinny Lingham is a serial entrepreneur, investor, and Crypto OG. He is the Chairman & Co-founder of Praxos Capital Management. Topics: - Is the Bitcoin 4 year cycle over? - Strategy and Digital Asset Treasury risks - Gold backed Stablecoin - Web2 to Web3 transition - AI and Tech adoption outlook #bitcoin #gold #crypto
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Our article, “Deploying Institutional Capital in DeFi: Constraints, Controls, and Reality,” is featured in @CIG_Crypto's 1Q26 Fund Outlook Magazine.
On page 26 we share our thoughts on what it takes to deploy capital in crypto markets at scale, from infrastructure and controls to execution under stress.
Crypto Insights Group@CIG_Crypto
CIG’s 1Q26 Digital Asset Strategy Outlook Magazine is officially live! This quarter, leading fund managers and institutions provided long-form views on the industry's most pressing buyside topics. 👉 Access the full report here: cryptoinsightsgroup.com/insights/1q26-…
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@VinnyLingham in @BitcoinNews today.
Saylor Sells 4.5 Million Shares, Yet Bitcoin Hits $90K: Why? news.bitcoin.com/saylor-sells-4…
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Praxos Capital retweetledi
Better play is to go true delta-neutral.
If BTC crashes, you win
If MSTR crashes, you win
If both go up, you also go up.
@PraxosCap
Vinny Lingham@VinnyLingham
How BTC/MSTR pair trade plays out : Short MSTR at 2.5-3x MNAV, buy BTC -> Positive effect on the BTC price, creates a somewhat virtuous cycle (dilutes MSTR shareholders as Saylor buys more, but BTC keeps going up - so that’s ok). This is called a compression trade and @RealJimChanos famously played this out perfectly. We’re in the unwind stage now (traders are buying back MSTR/dumping BTC). MNAV is < 1.3 - the meat of the trade is over. Might chop around for a bit, but likely heading to 1.0 MNAV as an equilibrium point. The decompression stage begins when MNAV < 1.0. Then traders will buy MSTR, short BTC (watch funding rates go up). This creates a vicious cycle (as we saw this with GBTC). MSTR can’t really sell more shares to take advantage of a falling BTC price because the underlying asset (in BTC) keeps falling. If this happens during a bear market, it gets worse, until the bull comes back. At some point, Saylor can’t pay the interest on the prefs and has to sell BTC. Herein lies the danger of what MSTR is doing in terms of concentration risk. At the end of the day, I’m just pointing out risk, not saying it will happen. But, let’s watch…
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While markets are crashing, Praxos is operating as normal with no turbulence.
The Wolf Of All Streets@scottmelker
~$1.3B LIQUIDATED FROM THE CRYPTO MARKET IN THE PAST 24H
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In bull markets, everyone thinks they’re diversified. In bear markets, they find out everything’s correlated. The next downturn will separate those who owned uncorrelated assets from those who owned illusions.
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@KeatlyKHZ @PraxosCap that's impressive to hear about praxos capital's success in the marketi tbh
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Praxos Capital retweetledi
Excellent read!
Great to see @PraxosCap significantly outperforming the Market Neutral fund index.
Crypto Insights Group@CIG_Crypto
CIG’s 4Q25 Digital Asset Fund Outlook Magazine is officially live! This quarter, leading fund managers and allocators provided long-form views on the industry's most pressing buyside topics. Access the full report here: cryptoinsightsgroup.com/insights/4q25-…
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Praxos Capital retweetledi
We've been saying for a while that the top is in or we're close to it.
Many long-biased investors have been speaking to @PraxosCap about hedging their downside risk.
We expect significant capital movements into market-neutral funds in the coming months.
Against Wall Street@aganstwallst
Something’s fishy with Bitcoin right now. The Coinbase Premium Index is still tanking hard, that screams US traders dumping like mad🤔 Hope it’s not front-running some nasty news🤷🏻♂️ Check the black boxes on the chart: In the last 3 weeks’ sunday pumps, the index was sky-high. This time? Rock bottom🤦🏻♂️ Smells like risk to me, so I’m sitting on my hands, no buys yet. What do you think? $BTC $MSTR $ETH
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Praxos Capital retweetledi
During the largest liquidation event in crypto history last week, the @PraxosCap risk systems, execution infrastructure, and team exceeded expectations, delivering a ~12% gross gain (before fees).
As demonstrated during this black swan event, the fund is designed both to withstand and profit from extreme market conditions.
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Praxos Capital retweetledi
Out of an abundance of caution, @PraxosCap will be monitoring the Core v30 Bitcoin software update closely and taking a conservative stance until the upgrade is complete and network conditions are clear.
Nick Szabo@NickSzabo4
As a (hopefully) temporary measure, run Knots. I strongly recommend not upgrading to Core v30. x.com/NickSzabo4/sta…
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Praxos Capital retweetledi
Praxos Capital retweetledi
Last night in San Diego, we hosted the first of many @PraxosCap investor dinners.
It was a great night with a dozen highly accomplished people, curious about Praxos and the opportunities available in the crypto ecosystem.
Amazing food, great wine, interesting conversation. Already starting to plan the next one.
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We’re now in the phase of the bull cycle where you can buy anything and it will go up.
Next phase is when people ask “why is xyz going up” with the inevitable 🤷🏽♂️ as the reply.
That’s when you sell...
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Praxos Capital retweetledi
I meet with investors nearly every day.
A common theme lately:
“I’ll rotate into low-vol, risk-off strategies like @PraxosCap in the next 1–3 months.”
They think the market will still run, but the crash is coming before the end of the year.
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Praxos Capital retweetledi
July performance for @PraxosCap Treasury Management Fund came in past the top of our target range.
We’re proud to deliver returns that align with our focus on capital preservation and steady yield.
If you’re a qualified client or non-U.S. investor and want to see full performance detail, feel free to reach out.
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