Inside 3 Comma Capital's Global Crypto Fund, with Managing Partner, Nuno Serafim

Recorded July 26, 2024.For the latest episode of CFB Talks Digital Assets we sat down with Nuno Serafim, Managing Partner at Lisbon-based 3 Comma Capital, who recently launched their Global Crypto Fund, deploying our regulated CF Ultra Cap 5 EUR index as its benchmark.It was a rare opportunity to look over the shoulder of and hear granular insights from a veteran portfolio manager of traditional assets, who's made the transition to crypto investment management.Listen in to hear the thinking behind the fund's objectives - and perhaps prepare to be surprised by the classic 'cautious' investment style underlying its structure and allocation strategy!A few of the many hot topics covered:The unique digital asset characteristics offering enhanced risk-adjusted returns relative to traditional assets, sealing the decision to go for alpha generation instead of beta replicationWhy a 25% max allocation within the UC5 EUR universe is optimalHow Global Crypto's UC5 benchmark sets it on a course to follow crypto's 'quality factor'How 3 Comma Group's unique vantage point in VC, as an innovation hub and in blockchain intelligence provides the Global Crypto fund with a sustainable edge