Why XRP Is Our Largest Holding
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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 on-chain
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 Cap~
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
The Most Valuable Skill In Investing Is Patience
There are a thousand strategies in this market. Momentum strategies. Value strategies. Quant models. Liquidity plays. Narrative rotations. Everyone is searching for the perfect system, the perfect indicator, the perfect catalyst. But the deeper you go into the craft, the more obvious one truth becomes. The most valuable skill in