Quantum computers can't break bitcoin. Yet.
We’ve published a new report examining what the quantum threat actually looks like for digital assets, including the timeline, the potential exposure, the prep required, and what this all might mean for asset allocators.
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A guide to understanding $XRP in 4 articles
We spent a week breaking down $XRP: who actually controls it, why we hold it, where the real on-chain activity lives, and how it fits in a portfolio.
Full recap 🧵👇:
How does $XRP fit in a portfolio?
Instead of sizing it off vibes and price targets, we built a framework off the actual thesis instead.
🚨Spoiler alert: lumping all digital assets into a single, undifferentiated bucket is a portfolio-construction error.
$4B in tokenized assets.
~$1.6B RLUSD stablecoins.
Both live on the same ledger $XRP runs on: XRPL.
Here's the part a lot of people miss: none of it trades in $XRP.
Our thesis is that more activity eventually lifts demand for it, not that it's denominated in
Every digital asset needs two things: a reason to exist, and a reason to appreciate.
Our $XRP investment case rests on 4 pillars:
regulatory clarity, institutional access, measurable utility, and fixed supply.
One is fully resolved. The other three are still playing
