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MANTRA: Taking Real-World Asset Tokenization to New Heights

Token Takeaway: OM; MANTRA is a cutting-edge Layer-1 blockchain platform that bridges the gap between traditional finance (TradFi) and decentralised finance (DeFi) through tokenization. It has made waves in the industry with major partnerships, while its native token, OM, has been among the sector’s top performers. But is this

A Soft Dollar Will Fuel the Gulf States

Trade in Whisky; The world has sat back and watched President Trump thrust his agenda, including tariffs, Ukraine, Gaza, Europe, DOGE, Greenland and more. There is pushback building in all areas, and it is unlikely he’ll get his way. Still, he’ll have a go, and the disruption is

Tokenization: Revolutionising TradFi with Blockchain

💡This issue covers RWA Tokenization, MANTRA (OM), BNB Chain (BNB), and Solana (SOL). ByteFolio Issue 146; The tokenization of Real-World Assets (RWA) has emerged as one of the most transformative trends in the industry. By leveraging blockchain technology, tokenization allows traditional assets, such as real estate, bonds, and private credit,

Gold – Silent No More

Trade in Whisky; I wrote about gold last week in Atlas Pulse, Gold’s Super Silent Bull. That was a bullish piece looking at the silver and gold miners’ catch-up trade caused by the lack of participation from investors. I concluded that the main reason for this was investors’ enthusiasm

Altcoin Season Delayed

💡This issue covers Avalanche (AVAX), BNB Smart Chain (BNB), and Mantra (OM). ByteFolio Issue 145; Last week, I began the update by saying that $100k had been crossed again. It’s happened so many times that I have lost count. Bitcoin has been softening alongside the NASDAQ, while crypto has

Venture: Portfolio Update

Issue 59; There have definitely been fewer recommendations of late, and for good reason. I want to keep standards high, and that means being picky. When Venture was launched in September 2023, it was obvious that many UK and European stocks, especially small and mid-caps, were oversold. Some of the

Gold’s Super Silent Bull

Atlas Pulse Gold Report Issue 102; The price of gold is at an all-time high and an all-time high in real terms. Silver has kept up but should be 50% to 150% ahead, and the miners are still asleep. Institutional investors are ignoring this great opportunity because gold is not

The Tariff Man

It has been an eventful weekend. Trump has upset the Mexicans, the Canadians, the Colombians, the European Union, the Chinese a little, and the South Africans who were branded racist. He would have upset the United Kingdom, but rumours have it that the Trump administration was struggling to see what

Terrible Tariffs

💡This issue covers Bitcoin (BTC), Ethereum (ETH), and Ripple (XRP). ByteFolio Issue 144; Another week goes by with Bitcoin crossing the $100k line for the nth time. This time it can be blamed squarely on Trump’s tariffs. $100k Crossed Again The irony is that he has been saying tariffs

Gold Breaks $2,800

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 31st January 2025, the new target weights for the BOLD Index are 24.9% Bitcoin and 75.1% Gold, a 0.4% increase for Bitcoin over the previous month. The 21Shares ByteTree BOLD ETP (BOLD) invests in Bitcoin and Gold. BOLD

The Rise of XRP: Navigating Regulation and Market Dynamics

Token Takeaway: XRP; XRP, the native token of the XRP Ledger, has established itself as a top performer in the industry. Rapidly ascending the ranks, it is now the third-largest cryptocurrency after Bitcoin and Ethereum, boasting a market capitalisation of over $177bn. But what drives XRP's high valuation,

Venture: Offices for the 21st Century

Issue 58; The pandemic was a tough period, but the businesses that managed to survive came out of it in better shape. Technology has improved, and we all discovered how much could be achieved by working from home. If it had happened a few years earlier, I doubt the government

Flash Note

Trade in Whisky

No Free Lunch

Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and leaving Jerome Powell with a Herculean task. Markets face a rollercoaster 2025, with sharp swings driven by Trump’s policies and a juggling Fed. The AAA Model remains steady, up