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Latest Newsletters

  • ARE YOU READY FOR A LONG ALT SZN?
    ARE YOU READY FOR A LONG ALT SZN?
    Bitcoin has dominated the headlines in 2025 and outperformed most other cryptoassets in the process. Trump’s election may have exposed a new reservoir of crypto-curious investor capital, but like Daniel Plainview in There Will Be…
    Cryptocurrencies
    Web3
  • Ninepoint Unveils 2025 Midyear Outlook!
    An Idea Whose Time Has Come (Again): The Tokenization Tipping Point?
    This past week, Ninepoint Partners published its 2025 Midyear Outlook, covering insights across fixed income, infrastructure, gold, energy, cryptoassets, and private credit from our team of industry-leading portfolio managers. The report offers thoughts on what’s…
    Cryptocurrencies
    Web3
  • Ninepoint Unveils 2025 Midyear Outlook!
    Ninepoint Unveils 2025 Midyear Outlook!
    This past week, Ninepoint Partners published its 2025 Midyear Outlook, covering insights across fixed income, infrastructure, gold, energy, cryptoassets, and private credit from our team of industry-leading portfolio managers. The report offers thoughts on what’s…
    Cryptocurrencies
    Web3
  • You Don’t Need to Be in Mensa to See the “GENIUS” Act is a Big Deal
    You Don’t Need to Be in Mensa to See the “GENIUS” Act is a Big Deal
    The GENIUS Act has finally passed the U.S. Senate with strong bipartisan support (68 Y/30 N). The legislation, which we have written about at length in this newsletter, represents a watershed moment in the regulation…
    Cryptocurrencies
    Web3
  • A Tale of Two Deals: Circle and Plasma Show Capital Formation Happening Everywhere, All at Once
    A Tale of Two Deals: Circle and Plasma Show Capital Formation Happening Everywhere, All at Once
    This past week may go down as a pivotal moment for capital formation in crypto: two significant deals got done —one the old-fashioned way; another assembled at “crypto speed.”
    Cryptocurrencies
    Web3
  • Nvidia, Jevons Paradox, and Why the AI Age is Just Getting Started
    Nvidia, Jevons Paradox, and Why the AI Age is Just Getting Started
    Last week, chipmaker NVIDIA reported earnings that exceeded expectations, growing revenue at 69% year over year, putting to rest any fears that the AI boom propelling the company and broader market to new heights was…
    Cryptocurrencies
    Web3

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