THE HURDLE RATE HAS SHIFTED

And your strategy should too.
Bitcoin's performance isn't an outlier, it's the new benchmark.

Firm Overview

Conservative

Bonds

2 and 4 year bonds providing fixed income

Moderate

Capped Risk Equity

Limited downside, exposure to Bitcoin and equities

Aggressive

Uncapped Strategy

High risk, high return potential

Our Process

  • Built to outperform Bitcoin itself — our process targets returns beyond the baseline of Bitcoin’s compound annual growth, unlocking alpha through disciplined, data-driven strategies

    Yield Focus

  • We don’t just invest in Bitcoin — we leverage its momentum to beat Bitcoin’s own hurdle rate, delivering enhanced growth while staying true to Bitcoin's core principles.

    Growth Engine

  • Our process centers on strategic investments in bitcoin treasury companies and bitcoin futures—building exposure that aims to direct asset growth derivative-based portfolio management

    Intelligent Exposure

Market Outlook

The global macro environment is undergoing a fundamental transition as sovereign debt levels, structurally low real growth, and persistent fiscal deficits strain the credibility of fiat-based systems. As central banks increasingly resort to balance sheet expansion and yield curve control to maintain stability, we believe the market is entering a regime shift—one where capital preservation requires exposure to assets that cannot be devalued. Our hedge fund is positioned at the intersection of sound money principles and forward-looking macro analysis. We seek asymmetric opportunities in assets with fixed supply, real-world utility, or strategic optionality—allocating with a deep conviction that the next cycle will reward those who front-run monetary debasement, not react to it.

Nothing stops this train…

  • "The way DAWN/21 is thinking about revaluing public equities in Bitcoin terms is one of the most thoughtful approaches I’ve seen in a while."

    -InvestWithHenry

  • "Most funds chase returns. DAWN/21 is redefining benchmarks—valuing public companies in Bitcoin terms is a generational shift in thinking"

  • "DAWN/21 isn’t just allocating to Bitcoin—they’re reframing the entire valuation lens. It’s a rare signal in a world full of noise."

Contact Us

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