Q4 Update: Singular Launches Zero Fees DeFi Fund
We're thrilled to announce the by-Invitation only prelaunch of Singular DeFi Growth Index and Flagship, our international Decentralized Assets strategy complementing our existing Opportunities portfolios. And the First 500 Sign Ups will get a Free DeFi for the Masses NFT Drop [worth $360 each] created by Singular.
The future of DeFi aims to democratize financial services to everyone with a smart- phone and an internet connection by offering a transparent, censorship-resistant uni- verse of smart contracts. We present Singular, a Mobile-Centric DeFi app that allows anyone to invest and participate in DeFi starting with the Singular Algorithmic Advisory App. Singu- lar has the potential to democratize DeFi and Crypto investing by making a simplified UI and UX app for the non-crypto native user, accessible to anyone, anywhere in the world.
Q4 2021 Performance Recap
Our Decentralized Finance strategy is up +51.9% after fees since June 2021 inception (aggressive risk profile).
This has outperformed the GreyScale Bitcoin Trust benchmark, which rose +9.6% since Singular's DeFi Growth Index's inception.Singular Defi is about investing in emerging and established "Decentralized Finance" projects across diversified global markets that have the potential to generate outstanding returns relative to the non-U.S. index benchmark.
Singular DeFi is about investing in emerging and established "DeFi Protocols" across the Decentralized Finance markets that have the potential to generate outstanding returns relative to the Digital Assets (i.e Bitcoin, Ethereum) index benchmark.
For the next few weeks, we'll be sending a Decentralized Assets Spotlight outlining our investment thesis on a current portfolio holding. The goal is to give you a better sense for the types of DeFi projects that make it into this new portfolio.
Spotlight #1: Terra ($LUNA)
If you know Stablecoins, you know LUNA-Backed Stablecoins and its strong co-founding team. This leading Layer-1 blockchain is a thriving ecosystem of DeFi and TradFi platforms available for use across most major blockchains, including Ethereum, Solana, Polygon and more.
Thesis: Leading Stablecoins like USD or UST backed by LUNA tokens with latest rally fuelling investors confidence as the community proposes to burn 88Mn. LUNA (Almost $5Bn.) and in return the treasury to mint almost $5Bn with Terra building up this war chest to fund tons of projects in the DeFi space.
Investment Highlights:
Strong institutional flows into crypto and DeFi over the last 9 months, Singular believes this decisive turnaround in sentiment is due to growing confidence in the asset class among institutional investors.
Long growth runway & attractive network effects built on its price-stable but growth driven framework.
Founder-led management with skin in game leading Terra into becoming the 2nd largest DeFi protocol surpassing Binance Smart Chain.
What Others Are Missing: We think recent concerns over the DeFI market that are still in the wild west but that is improving over time as PWC reported that 47% of hedge fund managers are looking to invest in this space while Goldman Sachs, Morgan Stanley, BNY Mellon and Wall Street Hedge Fund Titan Carl Icahn have already invested billions in the space.
Singular believes DeFi is an ecosystem where freedom leads to radical innovation and the risk/reward appears compelling to us.
Singular uses a comprehensive set of alpha-oriented trading strategies within the hedge fund industry and an optimized risk and reward ratio using modern portfolio theory, quantitive finance and active risk management with the mission of democratizing first-class investing for the masses.
For a full rundown of how $SDEFI works, see our investment TearSheet and Update your Singular app to check it out.
Singular’s vision is to democratize First-Class financial services to everyone with a smartphone and an internet connection by offering a transparent, professionally managed alpha-oriented crypto trading strategies within the digital asset world.