What’s Next in CryptoNerd Premium?

1. 10 Funds to Watch in 2025

We’ll reveal in-depth insights into the 10 top-performing funds and provide actionable intelligence you can use to replicate or align with their strategies. Here’s what we’ll cover for each:

Funds List:

1. Sigil Fund

   • Wallet Activity: A detailed analysis of their strategic trades, from accumulating early-stage tokens to high-risk, high-reward plays.

   • Nansen Integration: We’ll showcase how their smart wallet labeling and transaction tracking give insight into fund decisions.

   • Key Trade: How they nailed the $6.6M profit on fcoin using DCA techniques.

2. DACM (Digital Asset Capital Management)

   • Key Position: Their $1M entry into Arbitrum early in 2024 and why it was a game-changing move.

   • Nansen Workflow: Discovering their large inflows and wallet history to track momentum-building trades.

3. Pantera Capital

   • Macro Trends: Focus on their DeFi and infrastructure plays—tokens they’re eyeing for long-term returns.

   • Tracking Tools: Learn how to use Nansen’s Smart Money Dashboard to identify positions as they’re taken.

4. Hypersphere Ventures

   • Token Strategies: A deep dive into their long-term bets on Polkadot ecosystem projects.

   • Due Diligence: Using Token God Mode to verify holding patterns and build conviction.

5. Mechanism Capital

   • Short-Term Trades: Their aggressive approach to token flipping for high profit margins.

   • Monitoring via Nansen: How to set alerts for rapid inflows/outflows signaling key market moves.

6. Arca

   • Balanced Portfolio: Their mix of blue-chip assets and early-stage investments.

   • Insight from Nansen: Filtering high-yield assets via Fund Wallet Activity.

7. IOSG Ventures

   • Key Holdings: Focused on Asia-specific tokens, such as those within the Polkadot and Solana ecosystems.

   • Using Nansen: Finding unique wallet behaviors tied to emerging-market-focused funds.

8. Master Ventures

   • Blockchain Infrastructure Focus: Investments in L2 solutions and interoperability protocols.

   • How to Track Them: Unveiling cross-chain wallet activity with Nansen.

9. Borderless Capital

   • Algorand Expertise: Dominating one blockchain for maximum alpha.

   • Strategy via Nansen: Identifying single-chain funds and tracking their investments.

10. Defiance Capital

    • NFT & Gaming Plays: Pioneers in tracking the gaming revolution on-chain.

    • Nansen’s Workflow: Use the Hot Contracts section to pinpoint opportunities in the NFT space.

What You’ll Learn:

• Key Holdings: Breakdown of their most lucrative assets and top-performing sectors.

• Strategic Patterns: Insights into DCA strategies, token accumulation, or large exits.

• How to Track Them: Step-by-step instructions to use Nansen’s Entity Profiler and Wallet Alerts for tracking every move in real-time.

2. Macro Trends for 2025

Align your portfolio with the broader market and regulatory shifts. Here’s what to expect in tomorrow’s deep dive:

Regulatory Shifts:

• US Stablecoin Legislation: What upcoming bills mean for the likes of USDC and DAI.

• Global Tax Policies: Insights into major changes (e.g., Czech Republic’s Bitcoin tax reform) that may shape HODLing strategies.

Institutional Activity:

• Major Players Entering Crypto: A breakdown of institutional funds like BlackRock or Fidelity entering the space.

• What Nansen Shows: Tracking large transactions and cold wallet movements of these institutions.

Tech Trends:

• ZK Rollups and Layer-2 Adoption: Why funds are betting on these technologies and how you can get involved.

• Nansen Use Case: Utilize Token Screener to spot inflows into zkSync and Arbitrum ecosystems.

Market Sentiment Indicators:

• Smart Money Metrics: How to interpret inflows, holding patterns, and token distributions.

• Nansen’s Hot Contracts: Identifying opportunities as new DeFi or NFT platforms gain traction.

What You’ll Learn:

• Portfolio Optimization: How to align with fund strategies and trends for 2025.

• Economic Shifts: The impact of rising interest rates, inflation, and institutional participation on crypto markets.

• Practical Tools: Leverage Nansen’s Transaction History, Smart Alerts, and Top Tokens to execute smarter trades.

Reader-Exclusive Bonuses:

• 10 Funds to Watch: A downloadable guide with direct links to their wallets and performance summaries.

• How to Use Nansen: Exclusive tutorials for maximizing discovery, due diligence, and defense workflows.

Why This Matters:

The crypto market is becoming increasingly complex with institutional and retail participants competing for alpha. Tomorrow’s premium guide bridges the gap between insider expertise and accessible tools, ensuring you have the resources to make informed, high-conviction investments in 2025.