Arbitrum DAO Allocates To RWAs -What Is The Value To The Ecosystem?
Isaac
May 9, 2025
As of May 8 2025, the Arbitrum DAO approved a proposal to invest 35 million
INSIGHTS, IDEAS, AND RESEARCH
We conduct research together with our community and partners — exploring liquid markets, primarily in public equities, crypto and adjacent sectors.
As part of this work, we periodically share our findings, reports, and investment theses with buy-side institutions and funds, helping strengthen their market strategies.
We occasionally publish select research and thesis pieces drawn from our internal work.
Most of our research is shared privately within our institutional network, but a few public insights are available below.
Insights
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Growth of AI Agent Applications. How are we positioned?
Isaac
May 9, 2025
Base is one of the most used blockchains in 2025, and consistently ranks just below
April 2025: Market Research Update
Isaac
May 5, 2025
A new report by Vestun outlines the state of the market as of April 2025.
CAPITALIZING ON THE CONVERGENCE OF AI IN CRYPTO
Isaac
October 18, 2024
Markets look ready to enter the expansion zone, TOTAL3 looks like it could be bottoming
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- 20/03/2025
Markets are looking to enter the expansion zone of the global liquidity cycle, but returns are likely to be widely dispersed …..
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- 20/03/2025
A new report by Vestun outlines the investment thesis in Houdini Swap and its utility token LOCK, highlighting its impressive growth rate and value accrual to its token which makes it heavily undervalued compared to its peers.
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