Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
649 Views
Crypto: Perfect Storm on Stablecoin Infrastructure
The bigger worry of TerraUSD de-pegging has investors to re-assess the reserve behind stablecoin in the crypto ecosystem; we expect the ripple...
746 Views
Whale's Tracking - Gold Over "Digital Gold"
The first week of 2026 offered investors a distinctly unromantic reminder: when the macro narrative shifts from "growth and inflation" to...
279 Views
Interpreting Circulating Supply Effects on Token Valuation: MC Vs FDV
Fully Diluted Valuation (FDV) and Market Capitalisation (MC), while subject to various externalities, are often used as reference points for token...
640 Views
Tokenized Real-World Assets: Could Vaults Solve the DeFi Integration Challenge?
The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of...
382 Views