Welcome to another edition of the TRU Capital newsletter.
Before we hop into our November recap we have some updates regarding TRU Capital Fund 1!
With alt season being right around the corner, we've decided to help more investors by adjusting our performance fees to be 2/20 across the board so we reap the gains together!
Not to produce too much FOMO for current markets, but right now is the time to be allocated to "alts" before returns go parabolic in this cycle starting in 2025!
If you want to speak to our team to help with your allocation... now is the time!
Some of the positions we've allocated to just in the past few weeks are up over 40%!
You don't want to miss out on what is to come, so to learn more and to book a time with our team click the button below
Now with that said, let's hop right into it.
Trump won.
Bitcoin is testing resistance at $100k.
Altcoins are pumping.
A new use case for crypto has emerged this US election season, betting on the winner.
Donald Trump has been elected the 47th President of the United States of America. When he appeared at the Bitcoin Conference in Nashville in 2024, he laid out an extensive list of promises to the Bitcoin and crypto community. You may review a complete list here. We are two months away from having a sitting President who holds Bitcoin and Ethereum, not to mention his own DeFi project and several NFT collections.
The entire digital asset class has been pumping non-stop since Trump's November 7th electoral victory.
Gigachad and Bitcoin Zealot, Michael Saylor has been laser-eyesing more Bitcoin as the bull run heats up. He has converted his enterprise software company Microstrategy into a self-styled "Bitcoin Treasury Company" and announced plans to raise $42 billion to buy more Bitcoin over the next three years. Microstrategy is targeting a raise of $21 billion in equity and $21 billion in fixed-income securities, called its "21/21 Plan."
This chart shows Microstrategy's sustained outperformance since adopting the Bitcoin standard. On November, 19th, they completed a purchase of just under $5 billion of Bitcoin and brought their total holdings up to over 386,700 BTC.
Bitcoin throttling to new all-time highs and holding its ground has brought a resurgence of capital into the altcoin market.
This chart shows the market cap of altcoins in the last bull run vs. what might be expected in the current bull run.
With so much bullish momentum and expected catalysts, it's hard not to feel bullish on the entire digital asset class for the next several months. This does not mean that we won't see multiple corrections along the way. Don't get shaken out by drops of 20-30 percent in the price of Bitcoin or alts. That's a normal part of any bull run.
Stay Bullish,
This website is operated by TRU Capital Management, LLC TRU Capital Management, LLC. does not give or offer any business advice, investment advice, tax or legal advice to anyone using this website. Use of this website is not an offerby TRU Capital Management, LLC to solicit, sell or make an offer to buy any investment interest or securities. No federal or state securities commission or any other regulatory body has endorsed, guaranteed or approved of the information or materials on the website. Investment opportunities described or referenced on this website are meant only forAccredited Investors as defined in the Securities Act of 1933 and who understand and acknowledge the risks associated with private investments. TRU Capital Management, LLC does not make any recommendations regarding theappropriateness of any particular opportunities for any Investor or endorse any such opportunities. Investment opportunities referenced or linked on the website areexempt offerings of unregistered securities which are not publicly traded and aresubject to holding period requirements or other restrictions on transfer. As such, they are not suitable for investors who need or are expecting a short-term investment. In accessing this website and any pages or services thereof, you agree to be bound by TRU Capital Management, LLC’s Privacy Policy and Terms of Use .CONFIDENTIALITY NOTICE - This document and all contents herein are regarded asconfidential, proprietary, and legally privileged. All information is provided pursuant to an assertion and expectation of privacy and confidentiality. If you are not the expressly intended recipient or you do not assent to and agreed to keep all content herein private and confidential, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution or use of any ofthe information contained herein is STRICTLY PROHIBITED. If you are in possession of this document, but are not the expressly intended recipient of this document, please immediately notify the sender and delete the original email and all content.
© 2025 TRU Capital Management, LLC. All Rights Reserved.