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
We see Q1 2026 as a rare asymmetric crypto entry point—fundamentals are intact, valuations reset, and sentiment is at multi-year lows—positioning our long-horizon capital to capture potential outsized returns through our vertical-focused, data-driven approach.
Perpetual swaps have achieved product-market fit in crypto and are now scaling via decentralized exchanges like Hyperliquid, with improving execution and liquidity. The next growth phase lies in capturing retail derivatives flow - especially vs CFDs - supported by new infrastructure enabling expansion beyond crypto.
Despite post-deleveraging weakness, protocols like Solana, Maple, Hyperliquid, Pendle, and Aerodrome show resilient activity, evolving design, and sustained relevance supporting a cautious medium-term outlook.