George Thomson
George Thomson @misterg23

Performance
All

19.38%2026
2026
-8.87%2025
2025
61.98%2024
2024
72.93%2023
2023
-45.70%2022
2022
51.24%2021
2021
43.09%2020
2020
48.85%2019
2019
-22.89%2018
2018
80.03%2017
2017
-54.24%2016
2016
53.32%2015
2015
224.70%2014
2014
224.7%0%-224.7%
George Thomson
Monthly Portfolio Update - May 2026 May was an exceptional month. The portfolio returned close to 20%, taking us to roughly 23% year to date. The story behind that number is simple. The Hyperliquid thesis I have built this position around is no longer a forecast. It is playing out in real time, and... Show More
George Thomson
Monthly Portfolio Update - April 2026 Hyperliquid $HYPE remains our highest conviction position. After bottoming around $ 21 in late January, the token has more than doubled, retesting $ 45 in April, and is still one of the strongest performing assets in the crypto top 15. Importantly, several of the... Show More
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HYPE
Hyperliquid
65.87
3.19 (5.09%)
George Thomson
Monthly Portfolio Update — March 2026 Hyperliquid HYPE has been the standout performer this month in a rough stretch for crypto. While the broader market has struggled, HYPE is up over 70% year to date and remains the best performing top-10 asset in the space. My conviction here has only grown. Two... Show More
George Thomson
Portfolio Update - February 2026 Total value: $ 97,150 Monthly performance: -12.02 % YTD performance: -9.93 % 2Y performance: +32.96 % Total AUC: $ 8.11M Total copiers: 4187 Avg copy amount: $ 1,937 Allocations and performance: Cryptocurrencies (78.82% of portfolio) $HYPE 28.99% Bitcoin: 18.20% ETH:... Show More
George Thomson
Portfolio Update - January 2026 Total value: $ 120,150 Monthly performance: +8.86 % YTD performance: +8.86 % 2Y performance: +60.68 % Total AUC: $ 9.78 M Total copiers: 4,339 Avg copy amount: $ 2,253 Allocations and performance: Cryptocurrencies (77.52% of portfolio) Bitcoin:20.31% HYPE: 18.41% ETH:... Show More
George Thomson
Portfolio Update - December 2025 Total value: $ 111,150 Monthly performance: -1.50 % YTD performance: -7.57 % 2Y performance: +158.9 % Total AUC: $ 9.6 M Total copiers: 4,586 Avg copy amount: $ 2,093 Allocations and performance: Cryptocurrencies ( 74.62% of portfolio) Bitcoin: 22.88% ETH: 14.65% Solana:... Show More
George Thomson
Portfolio Update - November 2025 Total value: $ 114,325 Monthly performance: -20.31 % YTD performance: -5.14 % 2Y performance: +165.73 % Total AUC: $ 9.98M Total copiers: 4682 Avg copy amount: $ 2,132 Allocations and performance: Cryptocurrencies ( 76.6% of portfolio) Asset: % of portfolio | October... Show More
George Thomson
Crypto Market Update Needless to say, the last few weeks have had terrible sentiment broadly speaking, but especially in crypto. Let's take a look at the facts: Bitcoin is currently down 30% from its high of $ 126,000. In my opinion there are a couple of main reasons for this: 1. For those... Show More
George Thomson
Portfolio Update - October 2025 Total value: $ 144,283 Monthly performance: -2.41 % YTD performance: +19.21 % 2Y performance: +234 % Total AUC: $ 12.4M Total copiers: 4912 Avg copy amount: $ 2,524 Allocations and performance: Cryptocurrencies ( 77.1% of portfolio) Asset: % of portfolio | October performance:... Show More
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HYPE
Hyperliquid
65.87
3.19 (5.09%)
George Thomson
Crypto Market Update Yesterday saw the largest liquidation event in crypto history. I want to start by reassuring you that this has not materially harmed our portfolio. Most of our holdings are trading 10% below recent highs, essentially back to prices from just one or two weeks ago. Why This Is Actually... Show More

About George Thomson
Portugal
Strategy: Growth

Investing in tech that will shape our future. 30.1% annualized return for 2014 - present
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