Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The CLARITY Act represents a critical regulatory milestone for the US crypto industry, aiming to grant the CFTC primary jurisdiction over digital commodities while restricting the SEC to traditional investment tokens. </li><li>Although the bill has passed the House and advanced through key Senate committees to reach the legislative calendar, it is currently stalled by backroom negotiations over an ethics amendment and committee reconciliation.</li><li>Policy experts warn that Senate leadership must bring the legislation to a floor vote before the August recess or the window to pass this major institutional market catalyst will effectively close for 2026.</li></ul>

The CLARITY Act represents a critical regulatory milestone for the US crypto industry, aiming to grant the CFTC primary jurisdiction over digital commodities while restricting the SEC to traditional investment tokens. Although the bill has passed the House and advanced through key Senate committees to reach the legislative calendar, it is currently stalled by backroom negotiations over an ethics amendment and committee reconciliation.Policy experts warn that Senate leadership must bring the legislation to a floor vote before the August recess or the window to pass this major institutional market catalyst will effectively close for 2026.

Tech Talk: Crypto Happenings : Regulatory Deadlocks, Market Corrections...

<ul><li>Asset tokenization is projected to evolve into the backbone of global finance, with institutional adoption potentially driving the market to between $11 trillion and $16 trillion by 2030. </li><li>Within 10 years, this “great migration” could reach more than $60 trillion as the technology expands from real estate into stocks, bonds, and previously untradable assets like carbon credits.</li><li>The ultimate scale of this growth depends on regulatory clarity and the finalization of interoperability laws that allow assets to move seamlessly across global digital networks.</li></ul>

Asset tokenization is projected to evolve into the backbone of global finance, with institutional adoption potentially driving the market to between $11 trillion and $16 trillion by 2030. Within 10 years, this “great migration” could reach more than $60 trillion as the technology expands from real estate into stocks, bonds, and previously untradable assets like carbon credits.The ultimate scale of this growth depends on regulatory clarity and the finalization of interoperability laws that allow assets to move seamlessly across global digital networks.

Tech Talk: Tokenomics : How Blockchains and Cryptocurrencies Are Going to Reshape Transactions

Equity Bottom-Up

<ul><li>We are initiating coverage of SOL Strategies, Inc. (NASDAQ: STKE), a pioneer in the Solana market.</li><li>SOL Strategies is a publicly traded company that provides infrastructure for the Solana blockchain ecosystem, which is the fastest-growing project in crypto.</li><li>The company’s catchphrase is “Solana Grows, We Win. It’s That Simple.”</li></ul>

We are initiating coverage of SOL Strategies, Inc. (NASDAQ: STKE), a pioneer in the Solana market.SOL Strategies is a publicly traded company that provides infrastructure for the Solana blockchain ecosystem, which is the fastest-growing project in crypto.The company’s catchphrase is “Solana Grows, We Win. It’s That Simple.”

SOL Strategies, Inc: Initiating Coverage; Taking Solana to the Next Level

<ul><li>Wald expressed excitement about the company’s recent NASDAQ listing (STKE), which provides cross-border access to the US market.</li><li>The move is seen as a significant achievement, unlocking new opportunities for liquidity and expansion. She believes the listing will attract institutional investors and expand the company’s shareholder base.</li><li>SOL Strategies also anticipates increased interest from US analysts and plans to engage with various investors, including registered investment advisors (RIAs) and family offices, to secure meaningful allocations.</li></ul>

Wald expressed excitement about the company’s recent NASDAQ listing (STKE), which provides cross-border access to the US market.The move is seen as a significant achievement, unlocking new opportunities for liquidity and expansion. She believes the listing will attract institutional investors and expand the company’s shareholder base.SOL Strategies also anticipates increased interest from US analysts and plans to engage with various investors, including registered investment advisors (RIAs) and family offices, to secure meaningful allocations.

SOL Strategies, Inc: CEO Outlines Solana-Based Crypto DAT++ Model and NASDAQ Cross-Listing

United States

Sol Strategies Inc. operates as a holding company. The Company, through its subsidiaries, invests in technologies and crypto currencies. Sol Strategies serves customers in Canada.

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Sol Strategies (STKE US)

Tech Talk: Crypto Happenings : Regulatory Deadlocks, Market Corrections...

The CLARITY Act represents a critical regulatory milestone for the US crypto industry, aiming to grant the CFTC primary jurisdiction over digital...

Water Tower Research

Tech Talk: Tokenomics : How Blockchains and Cryptocurrencies Are Going to Reshape Transactions

Asset tokenization is projected to evolve into the backbone of global finance, with institutional adoption potentially driving the market to...

Water Tower Research

SOL Strategies, Inc: Initiating Coverage; Taking Solana to the Next Level

SOL Strategies is a publicly traded company that provides infrastructure for the Solana blockchain ecosystem, which is the fastest-growing project...

Water Tower Research

SOL Strategies, Inc: CEO Outlines Solana-Based Crypto DAT++ Model and NASDAQ Cross-Listing

Wald expressed excitement about the company’s recent NASDAQ listing (STKE), which provides cross-border access to the US market.

Water Tower Research

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