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.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
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.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
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.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across 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.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
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.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
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.
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 have become the most established and economically relevant application in digital assets. Their primary function is payments: efficient, borderless, and low-cost value transfer.
Edge Capital's weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
Edge Capital’s weekly assessment of geopolitical risk, capital flows, protocol developments, and market structure across digital assets
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.