Friends of Triton Liquid,
Please find our Q2 2024 update here. Note that this is a public version, and for an update including fund performance figures, you are welcome to reach out.
We officially launched Triton Liquid Fund this quarter, our long-only alternative token fund.
We are pragmatically approaching a bullish market in the Fall after laying out a robust foundation - hiring experienced team members, performing detailed write-ups that track project progress since ‘22, sharpening our proprietary data dashboard suite and analysis, and strengthening relationships with our liquid GP peers.
As always, we encourage you to reach out with any questions on the crypto markets. Given the complexity and speed at which these markets operate, we are happy to be a resource.
Please reach out to Chris@tritonliquid.com and Anne@tritonliquid.com to set up a time. We are often in person in the UAE, NYC, London, and Barcelona.
Thank you for your continued support.
Sincerely,
Christopher Keshian
Founder and CIO of Triton Liquid Fund
Traditional banks like Comerica and DeFi protocols like Aave now manage similar asset scales, but DeFi offers higher yields and instant liquidity. With \$120B+ across leading protocols, governance tokens are capturing growing value as adoption accelerates.
Bitcoin has dominated recent cycles, but a structural shift is underway as regulatory clarity, institutional flows, and stablecoin adoption set the stage for altcoins to outperform. The digital asset market is maturing—ushering in a new era of fundamentals-driven investing beyond BTC.
Crypto markets are heating up as onchain activity, ETF flows, and institutional adoption converge. With regulatory clarity and macro stability in sight, this summer is shaping up to be decisively bullish.