1. Executive Summary Over the last decade, the global financial system has wrestled with the limits of pre-internet infrastructure underpinning trillions of dollars in daily cross-border value transfer. SWIFT messaging, correspondent banking, and siloed settlement rails have introduced chronic inefficiencies into global liquidity movement. XRP, originally designed as a bridge
Why Most Crypto Projects Will Die - And What We Choose to Believe In Crypto is still misunderstood. To some, it’s a revolutionary new financial system. To others, it’s a speculative frenzy built on false promises. The truth lives somewhere in between. Yes, there are real innovations being
A New Phase of Adoption A shift is happening. Digital assets are no longer just speculative vehicles. They’re becoming functional components of corporate finance, integrated into balance sheets, used for payments, and considered strategic reserves. Just this past month: * VivoPower announced it will become a digital asset treasury company,
The moves being made behind the scenes — and how you can position yourself before the floodgates open. The Calm Before the Storm On the surface, the crypto market feels eerily quiet. The narratives have slowed. Volatility has compressed. Retail attention has drifted elsewhere. It almost feels like nothing is happening.
The Nature of Consolidation — and Why XRP Is Different In markets, time is the ultimate weapon. When an asset spends months — or years — trapped in a narrow trading range, it isn’t dead. It’s building strength. It’s compressing. It’s waiting. Every major move in financial history has
If you’ve been in crypto for more than a few weeks, you’ve seen it: The rankings. The market cap comparisons. The tired claims that one asset is “undervalued” or “overvalued” based purely on a floating number — market cap. Here’s the truth: Market cap is not a measure
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
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 in
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
