May 2019 Market commentary Please read our disclaimer: https://medium.com/@samikkurty/disclaimer-591fcf5262b0 Commentary The biggest invention in crypto markets is bitcoin, as sound money, it will have far-reaching consequences on humanity than the internet. This rabbit hole is deep with bitcoin and takes a while for people to understand the full impact of it. Another of our…

DISCLAIMER This presentation is not an offer to sell securities of any investment fund or a solicitation of offers to buy any such securities. Securities of collective investment vehicles (the “Funds”) managed by Ikkurty Capital (the “General Partner”) are offered to selected investors only by means of a complete offering…

(letter to our partners for the month of December 2018) Bitcoin continues to be in a bear market, as the technology around it is improving at a remarkable pace. Lighting is the second layer solution on Bitcoin base layer network for small payments. Twitter CEO, Jack Dorsey, recently announced that…

(letter to our partners for the month of November 2018) November was the worst performing month for the IC fund portfolio. But in blockchain assets, this is par for the course. We should expect periodic drawdowns of 80%. My conviction in bitcoin has been growing steadily since 2014. In times…

(letter to partners in the month of October 2018) Let us start with some of the major developments in the crypto-currency ecosystem that came out in the past 4 months. It is evident to me that wall street herd is rushing into crypto as a new asset class. 1. July…

(letter to our partners in the month of September 2018) Let us start with some of the major developments in the crypto-currency ecosystem that came out in the past month. Fidelity Investments is the fourth largest asset manager with $7.2 trillion in assets under administration as of October 2018. Fidelity…

(letter to partners in the month of August 2018) Bitcoin should qualify as a contrarian investment since virtually the entire intellectual leadership of the investment community regards bitcoin and every other cryptocurrency as being in a valuation bubble. …

(letters to our partners in the month of July 2018) I like to provide a quick update on the news in the crypto world. It is quite evident that large financial institutions are slowly entering into bitcoin trading as they have realized that this is a new asset class. Financial…

( Letter to partners in the month of June 2018) I like to provide a quick update on the news in the crypto world. It is quite evident that large financial institutions are slowly entering into bitcoin trading as they have realized that this is a new asset class. Securities…