Happy Holidays from the Triton Liquid team,
A couple weeks ago we had our webinar on the Trump administration’s policies on crypto markets and covered market data, policy impacts and predictions for 2025.
If you couldn’t make it, don’t worry—we’ve got you covered. We're happy to share some fun holiday media.
Webinar link here: https://docsend.com/view/3x4rcez3y727beh9
As always, we’re here to support you with timely insights and strategies to navigate the evolving crypto landscape. Feel free to reach out if you have any questions or need assistance.
Note that we've kept Q&A and fund overview for live listeners.
We hope to catch you next time!
Triton Liquid Team
On rare occasions, we publish details on our highest-conviction investments. This week, we revisit our thesis on $GEOD. Our view: GEODNET’s rapidly scaling RTK network and token buyback model make it an underappreciated physical AI infrastructure play.
On rare occasions, we like to publish details on high conviction public-market positions. Galaxy Digital ($GLXY) is one of these. Our thesis rests on three layers; Galaxy’s data center expansion, growing institutional digital-asset business, and emerging compute-futures opportunity.
Treasury’s decision to double bond buybacks to $4B has reinforced the Liquidity Pivot thesis, helping drive a broad crypto repricing. Strong growth, robust earnings, easing core inflation, and limited Fed tightening pressure continue to support the risk-on backdrop, while oil volatility and Treasury support remain key variables.