There’s no shortage of noise in digital assets. Every week, a new narrative, a new meme, or a new pump-and-dump cycle captures attention. Most investors get caught up in this endless carousel, chasing volatility instead of mastering discipline. But the real alpha has never been in chasing. It has
Why Deep Research and Small Allocations Outperform Diversified Guessing 1. The Illusion of Needing More Capital Most people think they need a large bankroll to start investing seriously. They wait until they “have enough” before making moves. But in that waiting… they miss time. They miss cycles. They miss the
The Age of Tokenization Has Already Begun This isn’t a theory. It’s already happening. Trillions of dollars in traditional financial assets—money markets, U.S. Treasuries, real estate, private debt—are being reissued on-chain. Not as a bet. As a migration. BlackRock didn’t tokenize its first fund
Bayberry Capital | July 11, 2025 XRP made headlines this week with a decisive surge, recapturing attention across the digital asset landscape. But this wasn’t a meme pump or random bounce—it was backed by coordinated exchange flows, leveraged positioning, and deep pockets operating behind the scenes. Let’s break
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