Q1 2025 Digital Asset Outlook
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The Market That Isn’t : A Bayberry Capital thought piece
Ten years in, and we still call it a market. That word does a lot of work it hasn’t earned. A market prices things based on what they do — what they produce, what they settle, what they save someone in time or cost or risk. What we have instead
What XLM’s Surge Tells Us About XRP, and About Ourselves
A Bayberry Capital research note on patience, pattern recognition, and the DTCC announcement the market should have seen coming. Published: May 28, 2026 — Bayberry Capital On Wednesday, May 27, 2026, the Depository Trust & Clearing Corporation — the institution that custodies more than $114 trillion of the world’s financial assets
The Tokenization Landscape Where the World's Assets Are Going On-Chain Bayberry Capital — Internal Research | April 2026
The tokenization of real-world assets is no longer a thesis. It is infrastructure being deployed in real time, at scale, by the institutions that run the global financial system. BlackRock, JPMorgan, Franklin Templeton, and DTCC are not conducting pilots. They are building the rails. As of April 2026, the
XRP: The Setup Everyone Can See, the Trigger Nobody Controls
A Contrarian Long Thesis for a Deeply Discounted Macro-Beaten Asset Bayberry Capital — Internal Research Date: April 10, 2026 | Asset: XRP/USD | Price: ~$1.33 | Action: Accumulate | Conviction: High Snapshot MetricValueEntry Price$1.33Draw from ATH–64% (Peak: $3.65, Jul 2025)Losing Streak6 consecutive months — worst in 10+ yearsMarket