Q&A with Paola Origel of ChainLink Capital Management, LLC

We are fortunate to be experienced technology investors at a time when an entirely new technology-based asset class is being newly created. Cryptocurrencies have returned more than any other asset class over the past decade-- averaging >250% per year for Bitcoin alone-- but maximizing risk-adjusted returns is becoming increasingly complicated as the asset class matures. We help investors to allocate a portion of their portfolio to capture the opportunity inherent in crypto, in a manner that diversifies and reduces risk to their overall portfolio.

We run funds of funds strategies as a way to achieve all of the important sub-sectors of cryptocurrency and blockchain technologies, from venture capital, to liquid token portfolios, to market-neutral “alpha” quantitative trading. This approach also mitigates the tail risks that are inherent in investing in the asset class at this early stage, by maximizing diversification. In this way, we believe we can maximize risk-adjusted returns relative to other direct trading or single crypto hedge fund investment strategy. Additionally, we have been in business longer than almost any other crypto hedge fund of funds manager, so we have an operational track record demonstrating our ability to navigate the volatile market cycles of crypto, and we have long-standing high-trust relationships with many of the most important investment managers in the industry.

We create our funds first and foremost as vehicles to invest our own capital. We believe our “Luna Fund” liquid venture fund is the best way to achieve and manage comprehensive long exposure to the asset class. All of our partners also achieve a “barbell” crypto portfolio strategy with our low-volatility “Ama” fund, which is designed to deliver strong returns from a variety of market-neutral trading stategies.