Nicholas Levenstein & Co

What if your firm could think faster than the market? In high-stakes finance, alpha doesn’t come from grinding harder. It comes from thinking better. This stop on the Global Alpha Tour isn’t just a seminar—it’s a briefing on the operational architecture behind our 58% IRR. Built by Nicholas Levenstein & Company, the Catalyst Suite is the AI operating layer that automated our firm’s grind so we could double down on signal. The AI Seminar: https://lnkd.in/gzjuxtrq Youtube Seminar Introduction: https://lnkd.in/gBPzYEu8 Automation isn’t coming. It’s already here. In this closed-door briefing, we’ll demo the four-core Catalyst Modules: Sentinel Intelligence – AI research that reveals exactly why a client is a match Synthetix Comms – Automated, tone-matched messaging Nexus CRM (feat. “Kate”) – Voice AI that schedules your meetings Alpha Analytics – Reports your team will actually read You’ll leave with a tactical understanding of how to replace overhead with leverage—and see exactly what’s powering the next evolution of institutional operations. Crypto Derivatives Lounge: Institutional-grade cocktails. Crypto market insight. No panels. Meet accredited investors, fund managers, and finance futurists in a curated setting built for connection. This is not a keynote. It’s a catalyst. AI doesn’t replace humans—it replaces the noise between them. Join us in New York and step into the next operating layer of institutional finance. Who Should Attend: Traders & investors (traditional or crypto) Quantitative & AI professionals Founders & startup operators Finance & tech professionals Curious, high-caliber general audience interested in markets No prior coding or trading experience required—but intellectual curiosity is mandatory.

Join us in New York for a flagship stop of the Levenstein Global Alpha Tour 2026—an afternoon AI Seminar followed by an evening Crypto Derivatives Lounge. While you sleep, our systems research your top prospects, synth-call them with precise tonality, and book meetings directly into your Calendly. By your morning coffee, real conversations have already happened. The question is simple: do you want to compete against that—or own it? What if your firm could think faster than the market? In high-stakes finance, alpha doesn’t come from grinding harder. It comes from thinking better. This isn’t a motivational seminar. It’s a closed-door briefing on the operational architecture behind our 58% IRR—the Catalyst Suite, built in-house to automate the grind and concentrate entirely on signal. This is not a keynote. It’s a catalyst. AI doesn’t replace humans—it replaces the noise between them. Join us in Chicago and step into the next operating layer of institutional finance.

At Nicholas Levenstein & Company, we recently moved a voice-based AI scheduling system from testing into production. The AI itself performed well. It could conduct professional conversations, understand nuance, verify contact details, and book meetings confidently. None of that was the problem. The challenge was everything around it. A single booked meeting required precise coordination across calendar availability logic, automation workflows, CRM synchronization, time-zone handling, and authentication lifecycles. When any component drifted, failures didn’t appear immediately—they surfaced later as operational inconsistencies. This experience reinforced a simple lesson: AI capability is rarely the bottleneck. Infrastructure maturity is. This video shares what we learned when AI stopped being a demo and started being a system. Watch here: https://lnkd.in/g3vfzbPr

Q4 2025 tested every crypto strategy. Bitcoin declined ~23%. CMFDH II declined less — while increasing BTC holdings by 11.74%. Key highlights: • BTC holdings: ₿11.63 → ₿13.23 • Quarterly ROI: -14.78% • Alpha vs BTC spot: ~10% • No success fee applied (performance-aligned structure) Over 6.5 years, across two funds, the strategy has delivered a 56% pre-fee average IRR. We also outline: • Tactical lessons from Q4 volatility • Expansion of internal AI automation • Launch of the Opportunity Seeker income-optimization system • A disciplined, risk-managed 2026 roadmap Full Q4 performance breakdown: https://lnkd.in/g25pUr8a

How Hedge Funds Actually Evaluate Trade Ideas This idea came to us via a financial manager friend. We approached it the same way we approach every idea: with serious analysis. Approximately 95% of the trades we review never become viable investments, this was one of them. We are sharing the analysis anyway, as a transparent example of how professional managers filter ideas long before capital is deployed. The claim: Buy gold in Uzbekistan and sell it in Dubai for a “risk-free” 3% profit. Why it fails: • FX conversion costs erase the entry discount • Gold buy-back prices differ materially from spot • A 5% customs duty alone destroys margins • Export limits make the trade legally non-viable • Transport costs exceed expected returns 📉 Net result: –4% to –12% loss 🎥 Full forensic video analysis: https://lnkd.in/gz6BtDEk After rejecting this trade, we identified a genuinely attractive opportunity, which we’ll share next week. #GoldMarkets #RiskManagement #DueDiligence #HedgeFunds #InvestmentAnalysis

New Video: October 2025 Trade Review & Lessons Learned This month’s analysis revealed more than a 0.03 BTC loss — it exposed a structural flaw in our options decision-making. We identified the core issue: selling new call options below the prior quarter’s high-water mark, a move that could have jeopardized both BTC and USD balances if the market reversed. This insight has now become a permanent fund rule: Continuous learning → stronger systems → long-term protection for our investors. Watch the full analysis in the video here: https://lnkd.in/ezCAnyrY

New Video Release — “Holding for Theta: A Probability-Based Call” In this 2-minute market brief, Nicholas Levenstein walks through the October–November BTC options dilemma: whether to close short calls or hold for theta. Using real data and probability analysis, we show why discipline and time decay can often outperform emotional trading. Watch the breakdown of our decision logic, volatility triggers, and expected payoff curves — the same process we use daily at Levenstein Capital to manage risk and generate consistent yield. Watch now: https://lnkd.in/g-cVRPgf #CryptoDerivatives #OptionsTrading #QuantFinance #ThetaDecay #BTC #RiskManagement #TradingStrategy

Q3 2025 Report — Crypto Money Fund Dollar Hedge II (CMFDH II) We are pleased to share another solid quarter for CMFDH II, demonstrating strength, adaptability, and strategic precision in an evolving crypto derivatives market. Quarter Highlights: 🔹 Gross Return: 6.08% (≈ $77,000) 🔹 Net ROI (after fees): 4.56% (≈ $58,000) 🔹 Core Strategy: Fully collateralized, zero-liquidation risk framework 🔹 Innovation: AI-driven analytics for adaptive position management As institutional players deepen their footprint in crypto options, we continue to refine our edge using advanced AI tools that enhance trade selection and risk calibration. Our long-term commitment remains unchanged — steady performance, disciplined risk management, and full transparency for our investors. #CryptoFunds #HedgeFundManagement #AIinFinance #CMFDHII #QuarterlyResults #InvestorRelations #CryptoStrategy #NicholasLevenstein #FinancialInnovation

Most investors fear crashes. We don’t. Here’s why: our hedge strategy means that when Bitcoin drops, we gain more BTC — while still protecting half our dollar value. Example: Start: 1 BTC @ $105K. Crash: BTC falls 40% → hedge payout grows. Result: 1.78 BTC mid-crash, trimmed back to 1.39 BTC post-recovery. End: $145K vs. $105K → a $40,000 advantage. This is the power of convexity in coin-margined futures. 👉 Preserve 50%. Earn BTC. Profit on the rebound. #BitcoinStrategy #CryptoDerivatives #Convexity #RiskManagement #FintechInnovation

Crypto markets can be brutal. The ups are thrilling, the downs… not so much. At Nicholas Levenstein & Company, we’ve designed a fund that outperforms Bitcoin while managing risk—so investors can earn, grow, and sleep at night. Our edge: 🔹 Derivative strategies (covered calls, contango, volatility control) 🔹 AI-driven research & disciplined risk management 🔹 Proven results with smoother returns If you want crypto exposure without sleepless nights, check us out: 📩 Ready to connect? Contact us here: levenstein.net/contact #Crypto #Derivatives #HedgeFund #AlternativeInvestments #FinancialGrowth