We’re excited to share that Triton Liquid has been granted a Financial Services Permission (FSP) by the Financial Services Regulatory Authority (FSRA) of the UAE’s highly recognized financial centre, Abu Dhabi Global Markets (ADGM).
Triton Liquid is now one of the first liquid crypto funds licensed in ADGM.
You can read more about it here.
The FSP license marks another step forward our mission to lead the way in institutional investment strategies for digital assets.
This license allows us to manage a Collective Investment Fund, giving us the ability to set up, operate, and manage diversified investment portfolios through a UAE-based entity. We’re thrilled to serve both our Middle Eastern and global investors through this new venture.
We chose to register under ADGM’s top-tier regulatory framework to ensure we meet the highest standards in governance, risk management, and transparency to create a legacy digital asset management firm.
Iterating on previous news, Dr. Peter Knez, former Co-Chief Investment Officer at BlackRock, will be joining Triton as a UAE-based Board Member. Peter will bring invaluable guidance as we work towards becoming a leading digital asset hedge fund and expanding our capabilities to support the needs of institutional-grade clients worldwide.
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.