• David C posted an update in the group Group logo of BCAP PortfolioBCAP Portfolio 9 months, 3 weeks ago

    Interesting change in composition of fund in Q2. Circle investment must have been chunky % of fund as Opensea only raised $2m and bcap weren’t the lead investor. Does explain the reduction in weekly NAV volatility but means we’re going to have to wait for some of the SAFTs to convert to see any material kicker from here. Blockstack seem pretty confident of going live q3/4, Filecoin supposed to be later this year but team communication is pretty sparse. Anybody have a good feel for the other projects in that section?