Weekly Market Outlook | August 24 - August 30, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Insights on the Edge
Weekly Market Outlook | August 17 - August 23, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | August 10 - August 16, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | August 3 - August 9, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | July 27 - August 2, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
HYPE: An Equity-Research Valuation
An equity-research-style valuation of Hyperliquid's HYPE token: we put fair value near $83 on a twelve-month view, grounded in revenue, share count, and the buyback rather than the multiple.
Weekly Market Outlook | July 20 - July 26, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | July 13 - July 19, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital Announces Completion of Fund Tokenization
Edge Capital has completed the tokenization of a regulated Cayman Islands fund — one of the first brought on-chain — pairing a compliant fund framework with faster settlement and transparent ownership.
Weekly Market Outlook | July 6 - July 12, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
The Peg Is Not the Price
Tokenized real-world assets trade as wrappers, not pure exposure to the underlying security. We map the five risks inside the wrapper — credit, exit, rails, marks, and leverage — and when they cause a token to depeg.
Weekly Market Outlook | June 22 - June 28, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | June 15 - June 21, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | June 8 - June 14, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | June 1 - June 7, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | May 25 - May 31, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | May 18 - May 24, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | May 11 - May 17, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | May 4 - May 10, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Apr 27 - May 3, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Apr 20 - 26, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
AI, Crypto, and the Threat That Wasn't
Edge Capital's research shows that the 2026 data does not support the thesis that AI has qualitatively transformed the threat landscape for crypto. The largest incidents remain slow, deliberate, and expert-led; AI is instead becoming a meaningful element of defense.
Weekly Market Outlook | Apr 13 - 19, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Apr 6 - 12, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Mar 30 - Apr 5, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Mar 23 - 29, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
A Unified Federal Framework for Digital Assets
On March 23, 2026, the SEC and CFTC jointly published a landmark interpretation establishing the first comprehensive federal taxonomy for crypto assets. We analyze the structural implications for institutional capital.
Weekly Market Outlook | Mar 16 - 22, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Crypto Market State
Bitcoin's 40% drawdown from October highs reflects a positioning-driven correction rather than deteriorating on-chain fundamentals. We analyze leverage, stablecoin flows, RWA adoption, and key catalysts.
Weekly Market Outlook | Mar 9 - 15, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Mar 2 - 8, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Feb 23 - Mar 1, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Feb 9 - 15, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Tokenization Is Scaling With Institutional Balance Sheet Demand
Tokenization is no longer a proof-of-concept exercise. Over 2025, the value of tokenized real-world assets excluding stablecoins scaled to roughly $18B, with growth driven by institutional use rather than crypto market cycles.
Regulatory Clarity as a Catalyst for Institutional Crypto Adoption
In 2025, regulatory progress across key markets moved decisively from ambiguity toward implementation, establishing legal foundations for the next phase of global crypto adoption.
Stablecoins as a Core Layer of Financial Infrastructure
Stablecoins have become the most established and economically relevant application in digital assets. Their primary function is payments: efficient, borderless, and low-cost value transfer.
Weekly Market Outlook | Jan 26 - Feb 1, 2026
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Jan 19 - 25, 2026
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Jan 12 - 18, 2026
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Jan 5 - 11, 2026
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Weekly Market Outlook | Dec 22 - 28, 2025
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
BTCFi: Unlocking Bitcoin's Dormant Trillion-Dollar Capital Base
A research report on the rise of Bitcoin DeFi and the activation of dormant capital, exploring how BTCFi transforms Bitcoin from digital gold to programmable capital.