Long Entropy Capital is a research‑driven investment firm focused on Bitcoin‑aligned assets and AI infrastructure. We combine a long‑horizon, unitized NAV approach with active risk management and opportunistic pair trades.
We maintain a concentrated core in Bitcoin‑linked assets ("Digital Capital") and selectively allocate to AI infrastructure, compute, and energy ("Digital Intelligence"). Edge comes from dynamic HODL, disciplined rebalancing, and opportunistic pair trades.
Core exposure to Bitcoin and Bitcoin‑treasury equities; focus on unitized accounting, liquidity, and tax efficiency.
Select AI infrastructure: compute, datacenters, energy. Seek asymmetric payoffs with strong downside framing.
Rebalancing bands, pair trades, options overlays, and cash management to smooth unit volatility and protect compounding.
Illustrative benchmark framework — refine to your legal terms. Typical hurdles might include the S&P 500, Bitcoin, and a Mega‑Cap Tech basket.
Broad market baseline
Digital monetary asset
Innovation benchmark
Snapshot of how we think about positioning across themes.
No. This site is for informational purposes only. Offers are made solely via a confidential Private Placement Memorandum ("PPM") to qualified investors.
Accredited investors and qualified purchasers who understand the risks of concentrated, volatile assets.
Unitized NAV with documented flows and FX handling; frequency typically weekly with monthly roll‑ups.
Illustratively 1% management and 20% performance above the highest benchmark hurdle; final terms depend on the governing documents.
We use regulated counterparties and focus on public‑market exposures. Specific workflows are shared in diligence.
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