Physical scarcity is the trade of the decade – Yet investors are holding paper
Chayan Asli
October 6, 2025
In January we told you China was the most unloved obvious trade of 2025. That
INSIGHTS, IDEAS, AND RESEARCH
In collaboration with our partners, we conduct research into public equities and digital assets.
Our findings and investment theses are shared periodically with buy-side institutions to provide strategic market insights.
We occasionally publish select research and thesis pieces drawn from our internal work.
A selection of public insights is available below.
Insights
DAOs begin to allocate into RWAs
Isaac
July 9, 2025
As of May 8 2025, the Arbitrum DAO approved a proposal to invest 35 million
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
April 30, 2025
A new report by Vestun outlines the state of the market as of April 2025.
China’s stimulus moment: why DeepSeek just lit the fuse
Chayan Asli
January 27, 2025
China in 2025: why we believe this is the year the most unloved trade re-rates
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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