Market Insights

Digital asset research and fund commentary

Straight answers for investors: what moved liquid markets, how MN Fund positioned, and which structural themes matter for multi-strategy digital asset allocation in Europe.

What you will find on this page

MN Fund Market Insights is the research hub for our liquid digital assets fund. Use monthly updates for period performance and portfolio context. Use articles for deeper themes such as liquidity, DeFi, RWAs, Bitcoin and Ethereum structure, and systematic trading. Content is written for Benelux and European investors evaluating active digital asset exposure.

Monthly updates

Fund letters by month

Each letter answers: what happened in liquid digital asset markets, how the multi-strategy book responded, and what we are watching next.

Latest·8 September 2026

Monthly Update - August

August delivered one of the sharpest turnarounds crypto has seen all year. MN Fund closed the month at +15.33% gross, with Core Holding the primary driver of returns.

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Articles

Longer-form market notes

Structural themes in digital assets: liquidity, DeFi, real-world assets (RWAs), and how a multi-strategy fund thinks about risk and opportunity.