Triton Liquid Fund

This week, Triton Liquid Fund is hosting a webinar to discuss what a Trump presidency means for digital assets. (Link in comments) Last week, we also commented on immediate implications following elections in our newsletter. TL;DR > Polymarket’s high odds for Trump’s win aligned with unexpected outcomes, sparking a 30% rise in Bitcoin. > BTC has a significant chance of hitting $100,000+, and Trump may establish a national Bitcoin reserve targeting 10-15% of available supply. > Institutional and government interest in Bitcoin is growing, with Wall Street seeing high trading volumes and potential US regulatory support. > Expected regulatory clarity may open up DeFi and crypto access, attracting new talent and capital to the US market. > With US support, crypto may mature, with BTC as a store of value, streamlined tokenomics, and a focus on fundamentals.

This week, we would like to extend a warm welcome to the newest member of the Triton Liquid Fund team. We are incredibly excited to announce that Dr. Peter Knez, former Co-Chief Investment Officer at BlackRock, will be joining as a Board Member and strategic advisor to the fund. Peter brings an enormous wealth of knowledge and experience from his time overseeing global fixed income at BlackRock and as Global CIO at Barclays Global Investors (BGI) Fixed Income. Benefitting from his long track record of financial innovation and data-driven strategic success, we very much look forward to working with Peter to continue building Triton into the strongest vehicle through which investors can access diversified exposure to liquid digital assets.

I'm excited to have joined the exceptional team at Triton Liquid as an advisor. Looking forward to contributing to the institutionalization of digital asset management.

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We’re excited to share that Triton Liquid Fund has been granted a Financial Services Permission (FSP) by the Financial Services Regulatory Authority (FSRA) of the UAE’s highly recognized financial centre, ADGM (Abu Dhabi Global Markets). We could not have asked for a better Christmas present :) Triton Liquid is now one of the first liquid crypto funds licensed in ADGM.   The FSP license marks another step forward our mission to lead the way in institutional investment strategies for digital assets. We’re thrilled to serve both our Middle Eastern and global investors through this new venture. We chose to register under ADGM’s top-tier regulatory framework to ensure we meet the highest standards in governance, risk management, and transparency to create a legacy digital asset management firm. This announcement is a huge step forward, and nice corollary to our previous announcement - Dr. Peter Knez, former Co-Chief Investment Officer at BlackRock, will be joining Triton as a UAE-based Board Member.

Triton Liquid Fund released a white paper on ETH’s inherent value, in collaboration with John Pfeffer, former KKR partner and McKinsey & Company consultant. John authored “an Institutional Investor’s Take on Crypto Assets” 7 years ago, offering a long-term investor's lens on evaluating liquid crypto asset investments, using ETH as a case study. We refreshed the piece with today’s priors. Here’s some takeaways: > Blockchain technology, led by Ethereum, will drive immense industry disruption and value creation. > Successful projects will integrate blockchain strengths, disrupt incumbents, and create substantial user value. > Increasingly, cash flows and fundamentals will lead to higher dispersion, but sustainable value capture is more difficult for crypto assets > Mature assets will transcend "crypto" labels, becoming investable businesses in a new internet-based financial system. > At maturity, Bitcoin is expected to dominate as a non-sovereign store of value while new value capture mechanisms will arise that lead to fundamentally new investable asset classes To capture the full essence, our paper is linked in the comments below. We recommend it for holiday readings 🙂

This week, Triton Liquid Fund is hosting a webinar to discuss what a Trump presidency means for digital assets. (Link in comments) Last week, we also commented on immediate implications following elections in our newsletter. TL;DR > Polymarket’s high odds for Trump’s win aligned with unexpected outcomes, sparking a 30% rise in Bitcoin. > BTC has a significant chance of hitting $100,000+, and Trump may establish a national Bitcoin reserve targeting 10-15% of available supply. > Institutional and government interest in Bitcoin is growing, with Wall Street seeing high trading volumes and potential US regulatory support. > Expected regulatory clarity may open up DeFi and crypto access, attracting new talent and capital to the US market. > With US support, crypto may mature, with BTC as a store of value, streamlined tokenomics, and a focus on fundamentals.

This week, Triton Liquid Fund covers Polymarket and its role in the USA 2024 election cycle TL;DR > Polymarket has drawn significant attention in the 2024 US election season, rivaling traditional polls with $3B in election-related bets. > Betting volumes have spiked, reaching daily highs of $70M, with TVL and open interest at all-time highs ($450M and $440M, respectively). > Trustworthiness is debated along political lines, with concerns about market manipulation from large, outsized bets skewing results. > Activity is partially driven by a potential Polymarket token airdrop, raising questions about inflated trading volumes and “wash trading.” > On-chain transparency offers unmatched insights into user behavior and trends, making Polymarket’s data valuable as prediction markets gain prominence. Full newsletter in the comments below.

Our grand finale at the Bitpanda stage happening right now at European Blockchain Convention #EBC10 is this look into Finding Alpha in the Digital Asset Market. Thanks to our expert guests Sadie Raney, Co-Founder & CEO at Strix Leviathan, Colla Rensch, Head of Alternatives, Funds & Quant Research at Bank Syz, Christopher Keshian, Founder and CIO at Triton Liquid Fund, Thijs van Boven, Head Trader, Digital Assets at VanEck and our wonderful moderator Jordan Walker, Head of Business Development at Re7 Capital.

NOW at BUIDL Stage: Startup Battle Round 4 - DeFi and Crypto 🚀 ChangeX, CryptoUnity, Dexodus, enfineo, fija Finance, Filtroo, Hakata, LockPod, PrimeTrader, Skyline Digital AG, and Yodl are presenting their cutting-edge DeFi and crypto solutions. Our jury—Anne-Maria Salmela (Triton Liquid Fund), Dima Foremnyi 🇺🇦 (3x Capital), Luis Pastor (Tritemius), and Rich Bond (BlockHunters Group (BHG)*)—is evaluating these disruptive projects. Join us now to see who will lead the DeFi revolution! #EBC10