Tactical web3 hedge fund
Disciplined alpha
in digital assets.
CTRT is a tactical web3 hedge fund. We pursue conviction-led returns across the digital-asset frontier — liquid, neutral, and early-stage — for a select group of qualified investors.
01 — What we do
Active management across digital assets.
We run a concentrated book across liquid tokens, market-neutral strategies, and early-stage positions — taking direction when we have an edge, staying neutral when we don't, and backing protocols early where conviction runs highest.
Every position starts as a written thesis with a defined way to be wrong. We size by risk, operate on-chain and across venues directly, and run the book for qualified investors. Based in Asia, part of the Trancent world.
02 — Conviction
Where we hold conviction.
Theme 01
Layer-one scalability
High-throughput settlement layers that can carry global volume.
Theme 02
Sovereign money & privacy
Private, censorship-resistant money for a surveilled century.
Theme 03
Post-quantum security
Cryptography hardened against the quantum horizon.
Theme 04
Tokenization / RWA
Real value, represented and settled on-chain.
03 — Tactics
Four ways we generate it.
Liquid / directional
High-conviction directional positions in liquid tokens, sized by thesis and risk.
Market-neutral & arbitrage
Relative-value, basis, and cross-venue arbitrage — return uncorrelated to direction.
Early-stage / venture
Pre-liquid and early token / equity positions in protocols we believe in early.
Yield / staking
Protocol yield, staking, and structured income on core holdings.
04 — Perspectives
We research in the open.
Our thinking is the product of the work. We publish thesis-level perspectives on the protocols and markets we follow.
05 — Access
For qualified investors.
CTRT is open to a limited group of qualified and accredited investors. Introductions begin with a conversation.