Funds Reports
Global Crypto Fund: April 2026 Report
Welcome to the 3CC Global Crypto Fund April 2026 Report, available for download below.
Hi all,
April marked a strong recovery for digital assets as geopolitical tensions eased and risk appetite improved following the turbulence of Q1. A U.S. brokered ceasefire in Iran, together with renewed institutional inflows into Bitcoin ETFs, supported a broad rebound across crypto markets. Against this backdrop, the Fund delivered a solid +11.0% return during the month, driven primarily by Bitcoin.
April Highlights
Performance: Fund +11.0%, led by Bitcoin (+10.23 p.p.) and Ethereum (+0.95 p.p.).
Bitcoin: Strongest monthly gain in over a year, rising +12.7% (EUR) amid renewed institutional demand.
Ethereum: Added +8.7%, with network activity and adoption metrics continuing to strengthen.
Altcoins: Solana contributed modestly (+3 bps), while AAVE slightly detracted (–4 bps).
Flows: Digital asset funds attracted >$3B in inflows, the strongest monthly intake of 2026.
FX: Euro appreciation (~+1.5% vs USD) created a modest currency headwind.
Looking ahead, markets continue to show signs of consolidation rather than capitulation. Stablecoin liquidity keeps expanding, institutional participation remains constructive, and on-chain activity across Ethereum and Solana continues to strengthen despite still subdued valuations. We remain constructive on core digital assets, particularly Bitcoin and Ethereum, since they are proving low correlation and valuable diversification features in a holistic asset allocation approach.
Best regards,
Nuno Serafim
Month Report GCF - April 2026
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Nuno Serafim
Managing Partner
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Nuno is an experienced financial executive with broad experience in the Asset Management industry, being board member of IMGA, where he served as Chief investment Officer, overseeing €3.4B of AuM before he founded 3 Comma Capital, together with Robert and Patrick Hable in 2022.
