The next five years will not be kind to the casual investor. Speculation, hype, and emotion have ruled the digital asset markets for over a decade — but that era is ending. As regulatory frameworks tighten, utility begins to dominate, and liquidity migrates toward real-world use cases, most digital assets — and
1. Executive Brief The crypto market has entered a state of engineered quiet tight ranges, suppressed volatility, and thinning liquidity. These aren’t signs of stability. They’re signs of pressure building beneath the surface. At Bayberry Capital, we view these moments as inflection points. When volatility returns, and it
1. History Doesn’t Repeat, But It Rhymes In the late 1990s, the internet seduced the world. Money flowed into startups with slick websites but no working product. Everyone believed they were early to the “next big thing.” For a while, they were. Until reality hit. The dot-com bubble burst
The landscape of cryptocurrency regulation in the U.S. is evolving rapidly, and while regulation might sound daunting to some, it’s essential for the future of digital assets. Right now, several pivotal bills are making their way through Congress, each aimed at bringing clarity and structure to a market
We often get asked why we don’t emphasize diversification in our investment strategy. In traditional finance, diversification is widely regarded as a fundamental principle. The idea is simple: don’t put all your eggs in one basket. But while this strategy has its merits, we believe that when it
Hype can only take you so far. True long-term value is driven by real-world utility, and $XRP is uniquely positioned to reshape global finance as we know it. More than just another cryptocurrency, XRP has the potential to become the backbone of world trade, currency markets, and even the sprawling
Every day new projects emerge, social media hype shifts, and prices move unpredictably. For many investors, this environment can feel overwhelming, leading to reactionary decisions and costly mistakes. That’s where an investment thesis becomes essential. What is an Investment Thesis? An investment thesis is a well-researched and clearly defined
In the fast-paced world of digital assets, it’s easy to get caught up in price movements. Many investors find themselves chasing the next big pump, only to be left holding the bag when the hype fades. But the smartest investors don’t chase price—they chase value. Why Value
