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34 posts tagged with "investment"

Crypto investment strategies and analysis

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Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation
·Dora Noda·7 min

Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation

Over 100 public companies now hold 1.1 million+ BTC on their balance sheets. From Strategy's 762K BTC hoard to Metaplanet's yen-funded accumulation, explore how the corporate Bitcoin treasury movement is reshaping supply dynamics — and why 2026's bear market is testing its limits.

crypto
investment
finance
institutional-investment
+4
The Great Crypto VC Pivot: $2.8B in Q1 2026 Flows to Stablecoin Rails, Not Web3 Apps
·Dora Noda·8 min

The Great Crypto VC Pivot: $2.8B in Q1 2026 Flows to Stablecoin Rails, Not Web3 Apps

In Q1 2026, crypto venture capitalists shifted focus from Web3 consumer apps to stablecoin infrastructure, institutional custody, and RWA tokenization, marking a structural repricing in the crypto investment landscape.

crypto
stablecoins
infrastructure
investment
+1
The SUI ETF Race: Four Funds Live, a $1.8T Asset Manager on Board, and What It Means for the Move VM Ecosystem
·Dora Noda·8 min

The SUI ETF Race: Four Funds Live, a $1.8T Asset Manager on Board, and What It Means for the Move VM Ecosystem

The launch of four SUI ETFs and T. Rowe Price's inclusion of SUI in its crypto ETF filing marks a pivotal moment for the Sui blockchain and the Move VM ecosystem, highlighting a shift in institutional interest and blockchain evaluation.

Sui
ETF
investment
crypto
+1
White House Clears Path for Crypto in the $14 Trillion 401(k) Market — What It Means for Retirement Investing
·Dora Noda·9 min

White House Clears Path for Crypto in the $14 Trillion 401(k) Market — What It Means for Retirement Investing

The White House's approval of a new rule could revolutionize retirement investing by allowing 401(k) plans to include cryptocurrency, potentially reshaping the $14 trillion market and sparking new institutional demand.

crypto
finance
regulation
investment
+1
Bitcoin Is Now Less Volatile Than NVIDIA: What Wall Street's Quietest Revolution Means for Crypto
·Dora Noda·8 min

Bitcoin Is Now Less Volatile Than NVIDIA: What Wall Street's Quietest Revolution Means for Crypto

Bitcoin's volatility has fallen below that of NVIDIA, marking a significant shift in the crypto landscape. This structural transformation, driven by institutional capital and ETF infrastructure, redefines Bitcoin as a stable investment, akin to digital gold.

Bitcoin
crypto
finance
investment
+1
The $40 Billion Bet: Polymarket and Kalshi Chase Record Valuations While Congress Cracks Down
·Dora Noda·9 min

The $40 Billion Bet: Polymarket and Kalshi Chase Record Valuations While Congress Cracks Down

Polymarket and Kalshi are pursuing $20 billion valuations amid explosive growth in prediction markets, while facing increasing regulatory scrutiny from Congress over controversial 'death markets.'

fintech
prediction markets
regulation
investment
+1
The $35 Billion Collision: Securitize's Wall Street IPO vs. Ondo's Permissionless Revolt in the Race to Tokenize Everything
·Dora Noda·8 min

The $35 Billion Collision: Securitize's Wall Street IPO vs. Ondo's Permissionless Revolt in the Race to Tokenize Everything

In 2026, the tokenization market has surged past $35 billion, with Securitize and Ondo Finance leading opposing strategies in this financial revolution. Explore how these companies are shaping the future of finance and the implications for institutional and global investors.

tokenization
finance
crypto
investment
+1
Druckenmiller Stablecoin Paradox: The Whole Payment System Will Be Stablecoins but Crypto Is a Solution Looking for a Problem
·Dora Noda·7 min

Druckenmiller Stablecoin Paradox: The Whole Payment System Will Be Stablecoins but Crypto Is a Solution Looking for a Problem

Billionaire investor Stanley Druckenmiller predicts a future dominated by stablecoins, dismissing broader cryptocurrencies as unnecessary. His views highlight a growing institutional consensus on the transformative potential of blockchain for payment systems while questioning the broader crypto ecosystem's utility.

stablecoins
crypto
finance
blockchain
+1
Staking ETFs Are Minting a New Asset Class — How SUI, ETH, and SOL Yield Products Are Redrawing Institutional Crypto
·Dora Noda·8 min

Staking ETFs Are Minting a New Asset Class — How SUI, ETH, and SOL Yield Products Are Redrawing Institutional Crypto

Staking ETFs are revolutionizing the crypto market by transforming proof-of-stake tokens into yield-bearing instruments, attracting institutional investors and reshaping portfolio strategies.

Ethereum
Sui
Solana
crypto
+1
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