And your strategy should too.
Bitcoin's performance isn't an outlier, it's the new benchmark.
THE HURDLE RATE HAS SHIFTED
The greatest repricing event in financial history is underway.
Every asset class in the world—real estate, bonds, equities, and gold — is being silently measured against a new denominator: 21 million bitcoin. The shift is structural, not cyclical. And as capital begins to recognize this, the traditional models of portfolio construction collapse under their own weight.
At Dawn21, we aren’t passively along for the ride—we are engineering exposure with precision. We understand Bitcoin is the benchmark now. Not the S&P. Not CPI. Bitcoin. Beating that hurdle rate isn’t just a goal—it’s the requirement for capital preservation.
The asymmetry here is staggering. While most allocators are still optimizing for basis points, we are positioning for an era where trillions reprice into a system with no central authority, no debasement, and no second chances.
If you think you’re late to Bitcoin, you’re early to everything else that’s coming.
Investment Products
Conservative
Bonds
2 and 4 year bonds providing fixed income
Moderate
Capped Equity
Limited downside, exposure to Bitcoin and equities
Aggressive
Uncapped Equity
Less predictable, higher return potential
Our Approach
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Yield Focus
Built to outperform Bitcoin itself — our process targets returns beyond the baseline of Bitcoin’s compound annual growth, unlocking alpha through disciplined, data-driven strategies
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Growth Engine
We don’t just invest in Bitcoin — we leverage its momentum to beat Bitcoin’s own hurdle rate, delivering enhanced growth while staying true to Bitcoin's core principles.
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Intelligent Exposure
Our process centers on strategic investments in bitcoin treasury companies and bitcoin futures—building exposure that aims to direct asset growth derivative-based portfolio management