A digital asset strategy, built in layers.

Digital assets are the foundation of our fund. We allocate by layer, from a long-term core reserve to stablecoin settlement rails, on-chain yield and a small thematic allocation, each with a target weight and written rules.

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// digital_assets

Digital assets, built in layers.

We allocate by layer, not by impulse. Each layer has a role, a target and rules for how capital enters, so the portfolio follows the thesis and is reviewed against the macro signals we track.

Core Reserve

Our core layers are our largest allocation. Built patiently, held for the long term.

Settlement Rails

Dollar-stablecoin infrastructure for settlement, liquidity and fast cross-border movement, with a focus on emerging markets.

Yield

Income, earned on-chain. We use staking and lending through established protocols to turn conviction into a steady income stream.

Thematic

Own the layer. A small, capped allocation to the infrastructure and protocols we believe will run the future of finance.

how_it_works

01 — ThesisA written fund thesis sets the layers and their target weights before any capital moves.
02 — SizePositions follow the target allocation and are built through a fixed-schedule DCA policy.
03 — CustodyEvery purchase cycle ends in cold storage, under written custody rules.
04 — ReviewThe allocation is reviewed against its targets on a set cadence, with rebalancing rules defined in advance.

Cold storage by default
Written custody rules
Target weights per layer
Fixed-schedule DCA

for investors Request the strategy overview → Our approach to digital assets, for qualified investors. weekly Read the crypto signals → Short notes on stablecoins, flows and adoption in our markets.

// questions

Digital assets, answered.

What does "built in layers" mean?

The portfolio is divided into four layers, each with its own role: a core reserve held for the long term, settlement rails built on dollar stablecoins, on-chain yield from staking and lending, and a small, capped thematic allocation to the infrastructure we believe will run the future of finance.

How does capital enter the portfolio?

A written thesis sets the layers and their target weights before any capital moves. Positions are then built on a fixed schedule (dollar-cost averaging), and the allocation is reviewed against its targets on a set cadence.

How is custody handled?

Every purchase cycle ends in cold storage, under written custody rules. Custody arrangements are part of the fund's rules, not an afterthought.

Why stablecoins?

Dollar stablecoins are becoming settlement infrastructure, especially in emerging markets where access to dollars is slow or expensive. We treat them as rails for settlement, liquidity and fast cross-border movement.

Is this investment advice?

Kaywood Capital does not offer investment products to the public, and nothing on this site is an offer or advice. Any future participation would be for eligible persons only, through formal documentation, where permitted by law.

// kaywood_signals

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The other three pillars

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