Recently, the block chain's largest investment funds NGC Ventures launched a "all-weather encryption Fund (All - Weather Crypto Fund), the Fund refer to the merrill lynch investment" clock "theory, the traditional law of financial investment cycle through adjusting, used in the field of encryption. And from the current NGC Ventures investment experience in the field of encryption, seems to have certain effect.
BlockBeats understands that NGC Ventures was recently asked if it saw a unique opportunity in Asia. "Since the geographical differences in the encryption industry are not so obvious, the whole encryption market tends to move together, in other words, to share the same beta," said gu tao, founding partner of NGC Ventures. "our all-weather fund is trying to capture this beta and maximize it with a strategy for specific cycles."
NGC believes that given the interconnectedness of the cryptographic market, there are three unique aspects of the Asian market that allow for opportunities to generate significant expected returns on their investments. BlockBeats has learned that the Asian market is unique in three areas: trading enthusiasm, technology adoption and mining ecosystems. "Asian investors expect to invest in good projects and when they believe they have found a good project, they trade aggressively," Mr Gu continued. "this creates arbitrage opportunities between western and eastern markets. In addition, it helps us gain insight into market trends so we can allocate capital more wisely."
NGC believes that in terms of technology adoption, Asian countries, especially less developed regions, are more open and eager to deploy new technologies (such as distributed classification technologies), and their regulations are more friendly to blockchain-based innovation, which may be able to incubate disruptive innovations that would be impossible in the west.
According to block rhythm BlockBeats learned, also follow in NGC their investments on their investment strategy is put forward, in the growth stage of the cycle, NGC focus on equity asset class, such as IC0s, IE0s (similar to the IPO, a secondary market spreads arbitrage), t, such as Binance "s BNB (strong cash flow and the buyback) quantitative funds, commodities trading strategy (track encryption currency rise).
Following the same logic in times of recession and stagflation, the fund sought to reduce its exposure to equities in favour of the crypto-assets closest to fixed-income products (because the crypto-market lacked real crypto-products). In this regard, in 2018, NGC switched to encrypted lending by investing in BabelFinance, and to encrypted spinach by launching StakeX in partnership with x-order. Both companies have provided steady returns for the fund at a time when the encryption market was losing money.
Block rhythm BlockBeats learned that, in the prediction of the encryption of fastest growth in the next, GuTao said "male chain infrastructure (layer - layer 2 0), machine and privacy are still important, will continue to grow. The infrastructure outside, we hope to see the growth of the application. According to the importance, the hope is that financial services (both encrypted local finance, and traditional institutions), virtual economy (games, content, IP, data exchange, etc.) and social (application) related to consumer marketing."
Original address:https://cryptobriefing.com/ngc-is-launching-new-all-weather-crypto-fund/
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