Quiet Trades and Quiet Progress
A weekly briefing on mega-cap tech, tokenized assets, and financial innovation.
Markets are loud places. Screens flash. Commentators chatter. Everyone has a take.
But real opportunity rarely announces itself.
It tends to slip in quietly, almost unnoticed, for those willing to watch long enough.
This week, we acted on one such moment.
A Quiet Trade, Shared Publicly
We shared the first of our “top‑up trades” — positions we take when we see a short‑term opportunity worth pursuing.
These are not core allocations, but tactical additions drawn from the NTC Global Tech 15 — the mega‑cap names we know best.
The idea is simple: if you spend enough time inside an ecosystem, you begin to notice its rhythms.
When one of those rhythms suggests a near‑term move, we act — and we’ll share those trades, freely, when they arise.
You can read the first one here: The Breakout Nobody Is Watching.
For us, this isn’t just about the trade.
It’s about transparency — letting you see how we think, why we act, and how the story of these companies unfolds in real time.
Looking Ahead
The work on our onchain fund continues: testing, refining, preparing for first allocations.
But in the meantime, there’s value in showing the process — whether through core allocations, or the smaller, opportunistic trades that help us sharpen our edge.
Quiet progress, made in code and in capital.
📊 Portfolio Pulse
Welcome to Portfolio Pulse, our weekly snapshot of how our portfolio NTC Global 15 is performing vs. the market.
NTC Global 15: 0.87%
S&P 500: 1.70%
📉 Here’s last week’s performance chart vs. the S&P 500:
🔗 This Week’s Substack Drops
A sharp, actionable read at the intersection of tech, tokens, and capital.
Until next time,
North Tech Capital
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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.