Insights

BlockBay Capital portfolio update October 2021

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The BlockWealth portfolios achieved a positive return of +31% to +37% in October.

There were a few milestones for Bitcoin in October. First thing was the new all-time high for Bitcoin of $67,000. The second thing is the approval of the first Bitcoin Futures ETF by the US regulator. The ETF was able to count on investor approval, with more than $1 billion in inflows into the ETF in its first 2 days. The first applications from market parties for a Bitcoin ETF have been out for 7 to 8 years now, this new development is a new step in the legitimacy of Bitcoin for institutional investors in particular. In addition to the price developments, there are two other important developments that are relevant, namely the metaverse and inflation.

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BlockBay Capital portfolio update September 2021

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The BlockWealth portfolios achieved a negative return of -6% to -9% in September.

The cryptocurrency portfolio showed underlying large return differences between cryptocurrencies. For example, Solana achieved a positive return of +33% in September. Contrary, Cardano slowed down with a negative return of -22% in September. Despite the bad month, Cardano stands at an annual profit of +1.100%. The negative return in the portfolios are mainly caused by the negative returns of Bitcoin (-5%) and Ethereum (-11%).

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BlockBay Capital portfolio update August 2021

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The BlockWealth portfolios achieved a positive return of around +30% in August.

The total cryptocurrency market capitalization at the end of August 2021 is $2,100 billion. A month and a half ago, this was $1,200 billion. The market has recovered rapidly and may be on track to break the all-time high of $2,500 billion. Read more

BlockBay Capital portfolio update June 2021

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The portfolios achieved a negative return between -10% and -15% in June.

The relatively large position of the portfolio in Bitcoin reduced the loss at the portfolio level. Bitcoin’s price at the end of the second quarter (as of June 30) was $35,000. Compared to the high on April 14 ($64,000), the price of Bitcoin has fallen more than 45%. Since mid-May, Bitcoin’s price has been moving in the range of $30,000 and $40,000.

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