Roshan | Edge Capital

Edge Capital: 2025 Performance Results 2025 was a challenging year for digital asset markets, reinforcing the value of disciplined risk management. Edge Capital closed 2025 with a +10.1% net return in USD, with other share classes performance as follows: 🔹 BTC: +8.9% net BTC-on-BTC 🔹 ETH: +10.0% net ETH-on-ETH Since inception in 2020, the strategy has generated 19.5% annualized returns and positive performance in 95% of months, with consistently low correlation to BTC, equities, and hedge fund indices. In Q4 2025, a broad market sell-off compressed relative-value opportunities and reduced leverage across the space. And as we enter 2026, conditions are improving. We see basis spreads are widening, token activity is returning, and our opportunity pipeline is rebuilding into Q1. For 2026, we target +15-20% net returns in USD in a modest environment. The strategy continues to generate alpha and incremental yield as volumes normalize. Please see the factsheet here: lnkd.in/ewXYhNTx NOT INVESTMENT ADVICE. NOT an offer to sell any securities or to constitute a solicitation of an offer to purchase any securities. Please refer to the factsheet for performance disclosures.

@GabeRabello @river0x Midas(dot)app 🫡

@river0x Where does one find this vault? I don't see it in the Plasma dashboard

@0xvaibhav24 Great thread sir

🚨The most CEX-driven liquidation cascade ever just hit crypto Here’s a clear post-mortem and what it means next 🧵

@navir333 Thank you Chicken ☺️🫡 Very sweet of you to say 🫶

I want to give a special shoutout to @utxo_baguette today. This guy is an absolute hustler and the cabald is so happy to see him grow. He is living proof that you can achieve anything you want if you are hungry enough. Proud of you brother ✊️

@navir333 W Chicken and happy birthday aunty

Mama Chicken has spent her whole life taking care of me, and this birthday was extra special because I finally got to take care of her the way she deserves. We dripped her out, shared butter chicken, and even turned a gulab jamun into a cake. Love you mom! Thank you for being my greatest blessing and inspiration. Everything I am is because of you & dad. Happy Birthday ❤️

The US Govt: We need to put our economic data onchain. Also the US Govt: We'll use Chainlink.

@navir333 Reminds me of how I felt before my first call with you. You’re gonna kill it bro 💪🏽💪🏽💪🏽

I have a call with the author of a trading fundamentals book I have read almost 5 times. His support team had to reroute the email to him because of its "unique nature". I still can't believe I am about to speak with someone face to face that I consider a role model. No 9-5 or web 3 interview has ever had me this nervous... Just going to see how I can add value to him and learn in the process. Wish me luck 🙏 Can't disclose info on who or what book yet.

@level941 @RemindMe_OfThis @RemindMe_OfThis September 19, 2025

@RemindMe_OfThis September 19, 2025

Rest of 2025 Fri Sep 19, 2025 SELL everything Reminders - 3:33 PM

@grok @MinswapIntern Pour one out for cardano_whale

@grok @MinswapIntern What if we extend the timeline to be from inception?

@grok @MinswapIntern 😭😭😭

@OnchainNerd @level941 Share Link pls

@level941 Coinglass predictors setup helps

I can’t call “the top” A 3-6 month window? Easy. At tops: high number of market participants. Variables. When people are sad and depressed, is more predictable for price action. Human behavior is more controllable. Why uw think pharma they got you all on anti-depressants?

@stockjupiterr Thoughts on this 👀 x.com/tradermayne/st…

I love that my exit liquidity is slowly hobbling their way back into the rankings, good looks so far 😂

@smurfythewriter @navir333 Usually only a couple of seconds

@smurfythewriter No push back, just masking you to DD things on my radar. Nothing I have done DD on and would stand behind

@smurfythewriter Contango InfiniFi

@smurfythewriter @TheDrTheDr Send me too pls 🫶

@Waffle_Capital @jj_siler @ProofofPierre @Catalyst_onX @cardano_whale @MinswapIntern @TheCardanoTimes tagging for your visibility and feedback 🫶🫡

The 1st edition of #Cardano Insider is now live, featuring key ecosystem developments and insights from May. 🔗 Read the full report here: github.com/waffle-capital… We value community feedback on content and format as we refine future reports.