How to Launch a Tokenized Hedge Fund (Without a Wall Street Pedigree)
A weekly briefing on mega-cap tech, tokenized assets, and financial innovation.
There are times when markets roar.
This was not one of them.
Instead, something quieter happened — something perhaps more important than noise.
We deployed the first phase of our on-chain fund.
No headlines.
Just smart contracts — signed, sealed, and committed to Web3 asset management.
Most investment innovations begin with ceremony.
New logos. New slogans.
Even newer promises.
But real infrastructure tends to arrive differently — with more friction, fewer words, and no applause.
We’ve laid the groundwork:
Smart contracts are live
Custody infrastructure — both hot and cold — is in place
Fund tokens exist, ready for test allocations
It is not yet trading. It is not yet visible. But it exists — and that matters.
I did not come from a background in investment banking.
Nor did I inherit an existing track record from a large asset manager.
What I’ve tried to do — over years of independent research and direct investing — is think carefully about what actually works. Not what sells.
Mega-cap tech, owned transparently, tokenized cleanly, and managed without unnecessary complexity — this has been my hypothesis.
It’s not glamorous. But it might just be effective.
This fund reflects that thinking. It’s not built to impress institutions — it’s built to align with intelligent capital.
The timing, in hindsight, feels oddly natural.
We’ve reached the point where infrastructure for tokenized securities isn’t experimental anymore — it’s just underutilized.
The rails are here. Stablecoins are here. Self-custody is no longer fringe.
And yet very few are building funds designed from the ground up to sit natively within that ecosystem — with real assets, not synthetic promises.
That’s where we’ve chosen to build. And this week, the first layer of it became real.
Testing continues. Allocations will begin soon.
But the most important part is now behind us — The shift from idea to implementation. From intent to infrastructure.
It won’t make headlines. But it should.
📊 Portfolio Pulse
Welcome to Portfolio Pulse, our weekly snapshot of how our portfolio NTC Global 15 is performing vs. the broader market.
NTC Global 15: 2.03%
S&P 500: 0.64%
📉 Here’s last week’s performance chart vs. the S&P 500:
A Note for the Curious
Some of what we do is shared openly.
The rest — the positions, the movements, the full portfolio logic — is reserved for subscribers.
It’s not a newsletter. It’s a front-row seat to how we think, act, and allocate.
If that sounds useful, you can join us below.
Until next time,
North Tech Capital
🔐 Whenever you’re ready, here are 2 ways to go deeper with North Tech Capital:
Become a Paid Subscriber: Get clarity in a noisy market. Daily research on mega-cap tech, tokenization, and the future of asset management — while directly supporting a Web3 startup building a tokenized hedge fund.
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Disclaimer
This post is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any reference to specific securities is purely for illustrative purposes. Interests in the fund will only be made available in compliance with applicable securities laws. Past performance is not indicative of future results. Readers should conduct their own research or consult a qualified financial professional before making investment decisions.