Find our crypto portfolio here.

The primary challenge with crypto is that 99% of it lacks significant prospects, with only about 1% having potential for future success. The majority of cryptocurrencies fail to gain meaningful traction or use, leaving the promise of crypto to be realized by a select few.

Navigating this landscape is difficult for many, often leading to allocations towards the unpromising 99% of cryptocurrencies that are unlikely to reach new all-time highs. This is a common challenge I have observed for years.

At Steno Research, we are not shy about expressing our beliefs, including what we do and do not support. Unlike most research houses, we are launching a crypto portfolio today. The aim of this portfolio is to provide a broad exposure across the crypto market, encompassing various ecosystems, technologies, and use cases. Our goal is to mitigate downside risks while identifying the promising 1% for long-term exposure.

This portfolio is not about short-term gains. It is focused on what we consider the best long-term crypto assets. We do not get swayed by short-term price fluctuations, as they do not change our fundamental convictions. We believe that focusing too much on short-term price changes can distract from what is truly important: the underlying fundamentals of the assets.

We evaluate cryptocurrencies based on four key fundamentals. These are…

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