Canary XRP ETF: A Clean, Spot-Based Approach To XRP Exposure
A concise analysis of the Canary XRP ETF (XRPC), explaining how its spot-based structure provides direct XRP exposure without futures roll costs, leverage decay, or structural drag found in other crypto ETFs.
American Bitcoin: A High-Flying Mining Story With A Valuation That's Running Out Of Road
American Bitcoin is scaling its mining fleet fast, but its valuation is stretched far beyond its Bitcoin reserves. This breakdown explains the real risk-reward behind ABTC’s growth story.
SharpLink Gaming: An Undervalued Ethereum Proxy With 24% Upside
SharpLink Gaming (NASDAQ:SBET) trades below the value of its Ethereum treasury, creating a rare discount for investors seeking ETH-backed equity exposure. This post breaks down the upside and the key drivers behind SBET’s valuation gap.
Ethereum: The Unrivaled Settlement Layer Fueling On-Chain Finance's Expansion
Ethereum’s settlement growth, L2 expansion, and staking dynamics continue to reinforce its long-term value. My valuation model outlines why ETH could reach $5K–$14K by 2030.
Bitcoin: Shrinking Supply, Institutional Demand Driving Its Transformation Into Monetary Infrastructure
Bitcoin’s supply is shrinking as ETFs, corporate treasuries, and long-term holders absorb millions of coins—tightening liquidity and driving its transformation into global monetary infrastructure. Discover why institutional adoption could push Bitcoin toward $229,000 by 2030.