Plutus Capital Management

04/03/2026

See How $100K Has Grown Since October 2018

Unlock the full Plutus Capital fund overview — performance charts, risk management track record, fund terms, and a step-by-step investor guide.

Growth of $100K chart: Plutus Capital vs. S&P 500
How we avoided FTX, Three Arrows Capital, and Celsius
Featured research: Why family offices are adding crypto
Complete fund terms, fees, and investor minimums
Step-by-step guide: from first call to capital at work

Investing for the future, specializing in the blockchain and cryptocurrency industry.

03/19/2026

Crypto as a Satellite Allocation: How Sophisticated Investors Should Actually Think About It

https://plutusmanagement.substack.com/p/crypto-as-a-satellite-allocation

03/19/2026

Wallets, Exchanges, Self-Custody, Taxes: Why Complexity Keeps Smart People Out of Crypto

Most wealthy investors do not stay out of crypto because they have concluded it is worthless.

03/12/2026

Why Crypto Allocations Are Quietly Becoming Standard in Family Offices

https://medium.com/p/1a6bcc33059c?postPublishedType=initial

01/05/2026

https://open.substack.com/pub/plutusmanagement/p/why-traditional-portfolios-are-becoming?r=6zcxz5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

12/09/2025

The Advisor’s Dilemma: X-Risk vs. A-Risk — Why Ignoring Digital Assets Now Creates Bigger Fiduciary Exposure Than Allocating to Them

By Plutus Capital Management Digital Asset Research & Macro Strategy

12/08/2025

ETFs Have Changed Crypto Forever — But Most Investors Still Don’t Understand How

https://open.substack.com/pub/plutusmanagement/p/etfs-have-changed-crypto-forever?r=6zcxz5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

12/05/2025

The Yen Shock, Global Liquidity, and Why the Next Financial Architecture Will Be Digital

For the first time in over a generation, the structure of global liquidity is cracking in real time — and most investors still don’t see the magnitude of what’s coming.

The catalyst? A violent unwind of the JPY Carry Trade, a mechanism that has quietly supported global markets for two decades.

The consequences? Potentially the most significant reordering of global capital flows since 2008.

And on the other side of that? A once-in-a-lifetime window where Distributed Ledger Technology (DLT) becomes the logical backbone of the next settlement layer for global finance.

This article explains the entire chain in plain English — and why long-term investors may want to prepare for a transition that happens faster than expected.

1. What is the JPY Carry Trade, and why does it matter?
For decades, Japan set interest rates near zero.

Read Full Article Here:
https://plutusmanagement.substack.com/p/the-yen-shock-global-liquidity-and?r=6zcxz5&utm_campaign=post&utm_medium=web&triedRedirect=true

07/29/2025

Market Cheat Code:

July 29, 2025 - Market Outlook

05/28/2025

Calm Before the Move - Todays Crypto Market Overview

May 28, 2025 - Market Outlook

12/05/2024

$103,000.

Up 6X on fund since November. Congratulations brave ones.