Why XRP Is Our Largest Holding
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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
RLUSD Is Not Competing With XRP
It Is Unlocking It For years, the crypto market has framed stablecoins and native assets as competitors. That framing is wrong. Stablecoins are not designed to replace native liquidity assets. They are designed to prepare capital to move. And when capital is prepared correctly, the infrastructure beneath it becomes exponentially