Content
Conference videos, webinars, quarterly letters, and insights from the EXPAAM team.
Macro Presentation With Julien Bittel
Julien Bittel, Head of Asset Allocation
EADAF — Flagship Fund of Hedge Funds Strategy
Presentation on EADAF, Our Flagship Fund of Hedge Funds Strategy
Epoch One — Digital Art & Culture Fund
Presentation on Epoch One, Our Digital Art & Culture Fund
Digital Art Panel
Moderated by Roger Dickerman
Hedge Fund Panel
Moderated by Paulo Baia
Q1 2026 — Quarterly Update
Market conditions in Q1 remained driven largely by macro forces rather than crypto-specific deterioration, with positioning and sentiment reaching oversold levels prior to quarter end. Several indicators pointed to a meaningful reset in risk rather than structural damage to the asset class itself.
Q4 2025 — Quarterly Update
As we have emphasized consistently, EADAF is designed to capture long-dated, convex exposure to crypto assets outside of Bitcoin. The return profile of such exposure is inherently uneven. Periods of frustration, drawdown, and apparent stagnation are not anomalies — they are the cost of maintaining positioning in an asset class where the majority of returns are delivered in compressed windows.
Q3 2025 — Quarterly Update
Commentary on Q3 performance and benchmarking
The Everything Code
Raoul Pal & Julien Bittel discuss the macro framework for crypto investing
Q2 2025 — Quarterly Update
Transformational changes in digital assets and the new regulatory framework
Keynote from Raoul Pal
Raoul Pal, CEO & CIO of EXPAAM
Macro Presentation from Julien Bittel
Julien Bittel, Head of Asset Allocation
EADAF — Flagship Fund of Hedge Funds Strategy
Paulo Baia, Head of Manager Research
EAV — Fund of Venture Funds Strategy
Pierre M. Henry, Chief Commercial Officer
Panel on Hedge Fund Investing
Moderated by Paulo Baia
Panel on Institutional Adoption
Moderated by Raoul Pal
Panel on Venture Capital
Moderated by Pierre M. Henry
Q1 2025 — Quarterly Update
A dynamic start to the year with the change in administration
Parataxis Capital — Crypto Investment Strategies
Thejas Nalval, Co-CIO of Parataxis, interviewed by Paulo Baia
Plaintext Capital — Investing Approach to Crypto
Phil Bonello, Managing Partner & CIO of Plaintext Capital, interviewed by Paulo Baia
SUI Blockchain — Ecosystem Introduction
Evan Cheng (CTO), Adeniyi Abiodum (CPO), Sam Blackshear (CTO) from SUI Foundation
Cyber Capital — Fundamental Value Investing in Crypto
Justin Bons, Founder & CIO of Cyber Capital, interviewed by Paulo Baia
