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Wednesday, 12 August 2026

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A Broad Approach in a Narrow Market

The second quarter of 2026 stood in stark contrast to the first. Our last letter concluded with our suspicion that markets were looking for a reason to go back up. They found one over and over again with each new announ…

Investing in the Peptide Boom: REX Files for New Peptide ETF

On July 27, REX Shares filed for the REX Peptides ETF tracking the VettaFi Peptides Index. The fund targets companies strategically positioned to advance the development, manufacturing, and commercial adoption of peptid…

FTX Repayments: Creditors to Receive Another $900 Million

FTX will begin distributing another $900 million to creditors starting tomorrow, bringing total repayments since the exchange’s 2022 collapse to nearly $10 billion. Many creditors are expected to recover more than 100% …

RWA perps will outpace tokenization

Tokenization has gotten nods of approval from the Larry Finks of the world. It’s top of mind for every large financial institution. Blackrock, Fidelity, Franklin Templeton are just some of the many that have tokenized t…

Crypto Kiosk Scams Cost Texans $57M as Lawmakers Weigh a Ban

Texans lost $56.8 million to cryptocurrency kiosks last year, more than any other state, according to FBI figures put before a legislative committee on Thursday. The state accounted for 1,179 of the 13,460 complaints th…