Latest·5 October 2026
Monthly Update - September
September delivered a strong month for MN Fund at +40.05% gross, with Base Assets as the primary driver, as markets showed broader ecosystem strength.
Read latest update →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.
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.