@baileyayork

@coinbaseam / built @otos_data / ex @galaxyhq @pitchbook

 CT
Joined August 2018
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32Media

The Language of Market Legitimacy

Article · @baileyayork
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Coinbase Asset Management funds are officially live on @icapitalnetwork's Marketplace!! 🚀 US Accredited Investors & Qualified Purchasers can now access our flagship crypto yield strategies, including Coinbase’s US Bitcoin Yield Strategy and the Coinbase Stablecoin Yield Fund, directly through their wealth advisors and RIAs. (Note: Offshore funds are not on iCapital).
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I've tracked liquid crypto strategies for a while. Never have I seen four consecutive months of equally-weighted negative performance in both fundamental and quant sub-categories. Last time this occurred was the 2018 market.
otos@otos_dataFeb 13
Crypto Funds Perf Estimates 1/2026 /MthBmarks/ F: -3.01% Q: -3.51% MN: +1.63% BTC+: +4.14% ETH+: +2.44% /6mths/ F: -24.04% Q: -12.43% MN: +4.58% BTC+: -1.25% ETH+: +3.39%
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bailey a. retweeted
rick ⛩️
@scopicviewJan 20
One of the most unique and interesting crypto research pieces I've read. A study of how the crypto industry uses language to present itself in institutional and professional contexts. Interesting how legitimacy / maturity / allocatability are being signalled through language. "In terms of scale, the corpus comprises approximately 1.8-1.9 million words (equivalent to 20–22 full-length books). ... Seen at this scale, the absence of NFTs and meme culture commentary from formal writing is no longer incidental. It is a signal. The industry continues to communicate internally through such memes and identity markers, while presenting itself externally through language calibrated for institutions, regulators, and allocators."
bailey a.
@baileyayorkJan 17

The Language of Market Legitimacy

Article · @baileyayork
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Same year. Same market. Different outcomes. Systematic strategies outperformed across regime shifts; discretionary beta underperformed.
otos@otos_data12 Dec 2025
Crypto Funds Perf Estimates 11/2025 /MthBmarks/ F: -10.46% Q: -2.06% MN: +1.42% BTC+: +0.36% ETH+: +0.48% /YTDs/ F: -5.26% Q: +6.94% MN: +10.13% BTC+: -0.06% ETH+: +6.02%
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📊Data Focus📊 Crypto Investor Survey: October 2025 By @scopicview @baileyayork The Crypto Investor Survey is the premier monthly fund performance research in crypto, written by @otos_data and Presto Research. Contents: (1) Macro Backdrop (2) Crypto Market Moves (3) Crypto Fund Performance (4) Positioning and Flows (5) Takeaways Full report:
Presto Research@Presto_Research19 Nov 2025

Crypto Investor Survey: October 2025

Article · @Presto_Research
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Several crypto hedge funds outperformed BTC & ETH amid the flash crash last Friday. Oct mtd through 10/14ish with way-too-early estimates, subject to change. Fundamental: +0.93% Quant: +3.30% MN: +2.14% Sept perf estimates below
otos@otos_data17 Oct 2025
Crypto Funds Perf Estimates 09/2025 /MthBmarks/ F: +1.40% Q: +0.82% MN: +0.45% BTC+: -0.22% ETH+: +0.59% /YTDs/ F: +12.08% Q: +10.24% MN: +6.83% BTC+: +1.40% ETH+: +5.57%
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Crypto Investor Survey: August 2025

Article · @Presto_Research
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bailey a. retweeted
otos@otos_data12 Sep 2025
Crypto Funds Perf Estimates 08/2025 /MthBmarks/ F: +4.03% Q: -0.32% MN: +0.51% BTC+: +1.34% ETH+: +1.26% /YTDs/ F: +10.35% Q: +7.82% MN: +5.98% BTC+: +1.98% ETH+: +4.85%
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$4.001t
bailey a.
@baileyayork27 Feb 2024
$2.234t
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They do @otos_data
kel.
@kelxyz_10 Jun 2025
why dont liquid funds denominate in btc
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Financial Narrative Reliability open.substack.com/pub/bailey…
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Launched a newsletter for crypto fund investment research, trends, and analysis. Substack link below. @otos_data for links to the platform and data updates. baileyayork.substack.com/
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From a fundraising perspective the inflows slowed Q2 2022 not 2024. Then came secondaries (assets & LP positions), claims markets, and discounted otc deals through 2023 - 2024 on alts. If you had $ you could play, but it’s hard to compete with the ETFs.
0xLouisT
@0xLouisT7 Mar 2025
2021–2024 was a crypto VC bubble that pumped capital into countless projects with no real fundamentals or traction, most of which will never find one. The inevitable truth: most VC-funded alts are doomed to zero. And there’s unfortunately nothing liquid funds can do about it.
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Around a year ago, I wrote about how there was not enough available capital in the HF market for the post-tge alt tokens launched in 2024 to support valuation. Majority of those asset bled out through ‘24 aside from the Nov ‘24 momentum trade.
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The larger issue is market transparency on fund offerings/strategies. Market needs a visible risk-curve for investable opportunities from fund managers. These are the inflows to alts supporting the tokens down the asset stack.
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bailey a. retweeted
Stat Arb
@quant_arb3 Jul 2024
Alternative data. An comprehensive overview of different types: …
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bailey a. retweeted
BlackRock
@BlackRock1 Jul 2024
BlackRock has announced an agreement to acquire @Preqin, a leading private markets data solutions provider. 1blk.co/3L8LgvU
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bloomberg.com/news/articles/…

Crypto Funds Launch at Fastest Pace Since 2021 as ETFs Fuel Hype

New funds focused on cryptocurrency strategies are opening shop at a much faster pace as hype returns to the market on the back of new ETFs dedicated to the asset class.

bloomberg.com
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