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Standard Kepler Research
Digital Asset Treasuries (DATs): A Bridge to Crypto or a House of Cards?
Standard Kepler Research
DATs offer high-risk crypto access via transient premiums. Success hinges on both asset performance and impeccable management integrity. Extreme caution advised.
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The foundation of value: collective belief
Standard Kepler Research
Understanding the nature of value does not negate its significance. Rather, it allows us to see clearly that the key to sustaining value has never been mere “belief” alone, but the balance between belief and supply-demand. It requires both crafting a narrative worthy of trust and maintaining a baseline of supply stability.
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Surveillance-Sharing Agreements Key to BTC ETF Approval
Standard Kepler
We hold a cautious view on the approval of the first spot bitcoin ETF by the SEC, primarily due to the condition of a surveillance-sharing agreement (SSA).
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