Syncracy Capital is a thesis-driven crypto hedge fund co-founded by Daniel Cheung and Ryan Watkins that makes high-conviction, concentrated investments in what it identifies as the secular winners of the cryptoeconomy. Syncracy Capital's Twitter Score is 104 out of 1000 (an Excellent rating) as of August 2026, ranking #6,795 (top 5%) among 483,944 tracked accounts.
Syncracy Capital was founded in 2021 with a core thesis that the next generation of dominant technology companies was emerging within the cryptoeconomy. The fund publishes original investment research covering assets and protocols including Solana, Hyperliquid, and Maker, as well as broader structural themes in DeFi and derivatives markets. Recent research includes a March 2026 essay co-authored by Ryan Watkins and Sunny Shi examining perpetual swaps and the evolution of Hyperliquid, and a January 2026 essay by Ryan Watkins on the state of the cryptoeconomy.
Syncracy Capital has shared public details of specific portfolio positioning, including disclosing that it built a large position in SOL during Q2 2023, ahead of its December 2023 Solana thesis publication. Syncracy Capital's account has published 22 posts and has 8,580 followers as of August 2026. The account has been mentioned by 42 accounts, with 50 total mentions.
Syncracy Capital's portfolio includes Celestia, Andrena, DAWN, Heritage Distilling, Sharps Technology, Inc and Paragon.
Who follows Syncracy Capital on X?
The accounts that follow Syncracy Capital include 347 founders, 128 angel investors, 150 influencers and 6 VCs. Among them are Ansem, Chris Burniske, Andrew Kang, Threadguy, Ryan Selkis and Hsaka.