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March 2026 Dear Investors, As the Iran war now dominates narratives and drives markets, we look at digital assets and their performance during these times. Immediate aftermath of the war: Crypto incredibly resilient Crypto assets, led by Bitcoin, exhibited positive performance during the initial oil price shock of the first week of the Iran conflict. This stands in contrast to the recent historical positive correlation with tech equities, and it serves as a reminder that amon

February 2026 Dear Investors, Whilst the year has started with elevated volatility, we’d like to zoom out and share our thoughts about the longer-term themes that we observe and plan towards. The past year was a tale of two stories. On the one hand, we witnessed the convergence of crypto and traditional markets, with more than eleven crypto IPOs in the US. On the other hand, we saw a divergence of fundamentals and price action within crypto. Whilst fundamentals held up steadi

Matrixport Asset Management AG has decided to close the CF Crypto Momentum ETP (CFMOM) and the CF Crypto Web 3.0 ETP (CFWB3).   Whilst we believe that passive, exchange-traded instruments continue to be a valuable conduit to gaining passive or thematic exposures, we also see growing opportunity in actively managed strategies that allow us to take more dynamic positions and navigate markets more effectively.    Should you have any questions regarding this change or wish to dis

Seasoned finance leader to drive company’s next phase of growth and innovation Zurich, Switzerland — December 4, 2025  — Matrixport Group is pleased to announce the appointment of Dominik Oggenfuss  as Chief Executive Officer of Matrixport Asset Management AG , effective today. Dominik was previously a partner at Welsbach Holdings , bringing extensive experience in strategic advisory, venture and alternative investments. His expertise in business development and investor rel

December 2025 Dear Investors, November was a volatile month for crypto assets, with Bitcoin falling approximately 15.0% vs tech stocks falling around 2.3%. The month was also characterized by fluctuating rate-cutting probabilities and broader market uncertainty. We characterized the dynamics as predominantly driven by profit-taking and reducing overall market sensitivity in portfolios. Crypto assets tend to be the first asset class in that pecking order due to their historica

5 November 2025 Dear Investors, October was a volatile month for risk assets, including crypto. Macro drivers, tariff escalations, and subsequent de-escalations were contributors to swings in markets. While crypto markets started the month positively, Bitcoin was eventually down approximately -4.6%, with liquidation events the main driver of underperformance. November started with Bitcoin down almost -10% (at time of this writing), along with a broader equity market selloff.

Dear Investors, September was a positive month for equities but mixed for crypto, despite the Fed’s decision to cut interest rates. In...

1 July 2025 Dear Investors, This year has been exciting for crypto market participants. The following are the core themes driving the...

After a few months of hiatus, we’re excited to resume our market commentary following our rebranding to Matrixport Asset Management AG....