Our Blog

Writing

Signature in a white background

Signal 2025: Institutional Alpha, On-Chain Liquidity, and the Next Market Cycle

A financial revolution is reshaping how public companies manage capital reserves, driven by Digital Asset Treasuries (DATs). Caladan has identified six distinct schools of thought that capture how corporate leaders view DATs and their implications.

The Caladan Weekly | Understanding Crypto’s Response to Rate Cuts: What Past Fed Decisions and the Russell 2000 Correlation Reveal

Explore how cryptocurrency markets react to Federal Reserve rate cuts, drawing on eight historical easing cycles and their tight correlation with the Russell 2000. This in-depth analysis reveals why anticipation often drives bigger moves than the cuts themselves and how small-cap equity trends provide a powerful signal for crypto investors.

Report: Why Investors Pay $2 for $1 of Bitcoin – Analysis on Digital Asset Treasuries

Discover why investors often pay a premium for corporate Bitcoin holdings. With $330B in corporate digital asset treasuries, this analysis explains the five forces driving premiums, the role of transparency and capital access, and where the market is heading in 2025 and beyond.

Caladan Partners with Finery Markets: Expanding Global Liquidity Reach Amid 112% OTC Market Surge