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DEEP RESEARCH

LATEST ARTICLES

Crypto Compendium - Part XIV - What Comes Next
A sweeping look at crypto’s evolution, real-world adoption, and what lies ahead.
Crypto Compendium - Part XIII - Intrinsic Value
Digital assets in 2025 generate real, scalable cash flows—via tokens, DeFi apps, and network usage—proving clear intrinsic value beyond outdated narratives.
Crypto Compendium - Part XII - Money Legos
How crypto’s modular architecture unlocks powerful financial primitives like perps, yield-bearing stablecoins, and tokenized real-world assets—reshaping the future of global finance.
Crypto Compendium - Part XI - Quantum Theory or Threat
Exploring quantum computing's potential threat to crypto.
Crypto Compendium - Part X - Stablecoins will eat the world
Revisiting stablecoins as digital financial infrastructure
Time for BTC to Shine?
Revisiting bitcoin’s role amid global uncertainty.
Q1 2025 Update
Q1 2025 has been a period of correction and renewed opportunity for directional liquid strategies.
Crypto Compendium - Part VIII - The Risks are Real
Revisiting crypto’s core security, systemic risks, and the evolving landscape of threats and resilience.
Crypto Compendium - Part VII - Bitcoin and Ethereum and Solana
Revisiting blockchain fundamentals: layers, tokenization, native assets.
Crypto Compendium - Part VI - Almost Ready for Primetime
Revisiting blockchain's development, scaling challenges, regulatory hurdles, and emerging opportunities.
Crypto Compendium - Part V - What's in a Name
Exploring how blockchain disrupts money and trust.
Crypto Compendium - Part IV - Digital Gold
Revisiting how Bitcoin offers a secure, transparent, and scarce asset to protect wealth
Crypto Compendium - Part III - Practically Speaking
Revisiting the crypto revolution: empowering peer-to-peer payments with bitcoin
Crypto Compendium - Part II - Genesis
Discover how Bitcoin is revolutionizing transactions and cutting costs
Crypto Compendium - Part I - Introduction
Understanding digital assets: addressing real problems beyond the hype and scams.
The ETF Edition
Revisiting how the first US BTC and ETH spot ETFs have performed.
Project Highlight: Satellite signal correction with GEODNET
Does blockchain improve upon existing business models?
Q4 2024 LP Update
Q4 2024 was pivotal for Triton Liquid.
2024: The Year of Real Revenues
Triton is a fundamentals-focused liquid fund and invests in long-term opportunities
Webinar: Trump administration's expected impact on crypto markets
We cover market data, policy impacts and predictions for 2025.
Triton Liquid is now Licensed in Abu Dhabi Global Markets (ADGM)
As one of the first liquid crypto hedge funds licensed in ADGM.
What is Ethereum Worth?
The $450 billion-dollar question. What is the value of ETH the native asset.
Triton Welcomes Peter Knez, Former CIO of BlackRock
He brings a wealth of knowledge from BlackRock, BGI, Goldman Sachs and more.
Off to the races?
What a Trump presidency means for digital assets
What’s the deal with Polymarket?
Polymarket and the 2024 US election season
Following ETH’s Value Flows
The Economic Equation Behind ETH
A Quick Bite on MEV
MEV (Maximum Extractable Value) is the value captured by third parties on blockchain networks
Uniswap Becomes an L2
Uniswap is launching its own Layer 2 chain, "Unichain"
Q3 2024 Update
Q3 has been a period of consolidation for the market
Fraud in Crypto
Crypto is not unique nor creative when it comes to illicit activity
Early Optimism about the Superchain?
Optimism hit $8B in TVL, but faces competition from L2s like Base
Can ETH be deflationary after EIP-4844?
It may face challenges due to reduced fee burns and shifting activity to layer 2 networks
Ethereum Network Economics - Part II
Ethereum’s layer 2 networks reduce transaction costs and improve scalability
Ethereum Network Economics - Part I
Recent upgrades have optimized Ethereum's economic model
Welcome, Ethereum ETFs
Eight spot Ethereum ETFs launched in July
Narrations on the Market: Early August Crypto Sell-Off
Five primary drivers for the substantial move we witnessed last week
Project Highlight: HoudiniSwap
Simple cross-asset, cross-ecosystem swaps
Q2 2024 Market Update
Approaching a bullish market after laying out a robust foundation
ECON 101 and Digital Assets
This market pain is to be expected. We are thrilled to see it. 
Narrations on the Market: Part II The Embedded Crypto Put
TGEs and airdrops allow founders and investors to exit projects earlier, even if they failed
Narrations on Recent Market Dynamics: Part I
Airdrop campaigns are a uniquely powerful mechanism, but only if used correctly
The Role of Digital Assets in a Diversified Portfolio
If you are not long digital assets, you’re short them
2024 Annual Triton Liquid Summit 
We organized our 2nd Annual Triton Liquid Summit, which gathered top liquid and venture digital asset funds
Expect the Unexpected
Spot ETH ETF approvals and softening political opposition to digital assets in the US
Project Highlights: Real World Value
Nayms leverages blockchain tech to provide an onchain “Lloyds of London”
More “Real World” Value: DePIN and Gaming Applications
DePIN and Gaming are promising applications of blockchain technology.
Triton Liquid on Bloomberg TV and at Dubai Fintech Summit
We discussed market outlook, price drops in April, entering the UAE and more.
Next Stop: “Real World” Value
Decentralized trading infrastructure provides strong examples of the power of blockchain technology
Project Highlights: Value Transfer Platforms
Stacks is the current front-runner for Bitcoin L2s
Digital Assets Are Fundamentally Productive Assets
Valuing digital assets requires a digital-first perspective
Triton Liquid Fund is Now Live
Investors can now access our data-driven digital assets investment strategy
Square Peg, Round Hole: Bridging the gap between traditional and digital asset networks
Digital assets turn payment networks into value transfer platform
Idiosyncrasy in Market Volatility
We haven't seen the last of these sharp market movements
After All-Time Highs, What Comes Next?
Spot BTC ETFs and Other Industry Developments
Applying Triton's Liquid VC Lens to Digital Assets
Evaluating Token-Enabled Protocols
LVC Series: Part 5 - Research Process
Research Process for Liquid Crypto
LVC Series: Part 4 - Data Dashboards For lVC
Data Dashboard for Liquid Crypto
LVC Series: Part 2 - Liquid Venture Capital
Why Liquid Crypto VC is the right approach to crypto exposure
LVC Series: Part 1 - The Origins of Triton Liquid
The Origins of Triton's Approach to Liquid Crypto VC