Funds Reports
Global Crypto Fund: August 2025 Report
Welcome to the 3CC Global Crypto Fund August Report, available for download below.
Hi all,
After a strong July, crypto markets retraced in August as inflation worries resurfaced and investors shifted into a more cautious stance. Bitcoin corrected nearly 10% in euros, while Ethereum defied the trend with double-digit gains, supported by exceptional institutional inflows. The month marked a continuation of the capital rotation away from BTC dominance toward ETH and altcoins, underscoring the maturing breadth of this market cycle.
Highlights:
Performance: Fund down -5.61%, with Bitcoin (−7.9 p.p.) as main drag.
ETH Rotation: Ethereum up +11.1% (EUR), adding +1.9 p.p., with $3.9B inflows into ETH products.
Altcoins: Solana (+14%), AAVE (+18bps) and Uniswap (+4bps) added modest gains.
BTC Dominance Falls: Dropped from 65% → 57%, reinforcing institutional rotation into ETH.
Macro: Fed still signaling cuts despite inflation (Core PCE at 2.9%); yields near 5% keep risk sentiment mixed.
Best regards,
Nuno Serafim
Month Report GCF - August 2025
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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.
