Chart of top 100 crypto tokens price performance YTD 2025. 57% of the top 100 tokens are down by more than 20% YTD. That sucks.

Chris Kuiper, CFA so question is, when does this become a treasury asset v a financial asset? the idea that a BTC or more likely altcoins holder who might be locked up, say a VC with SUI, can push it into a pubco and get liquidity while also getting a mark-up if there's a nav premium is plain

Vikara Capital July monthly. Highlights in bullets, full note in link. - Ethereum ($ETH) up a lot this month, finally (GOOD) - GENIUS Act passed and CLARITY Act moving to Senate (EXCELLENT) - Institutional adoption continues with J.P. Morgan and PNC Bank integrating crypto trading

Vikara Crypto Fund July Investor Monthly. Happy reading. vikara.com/vikara-july-20…

❤️$PENDLE

Like $SYRUP.

Vikara Fund August 2025 monthly in link. Highlights: - Four-year cycle or really just well timed lower rates and increased liquidity (looser monetary policy) = crypto go up - The good (crypto not a security), bad (Kayne coin) and ugly (Story Protocol optics and valuation) - Meme

Yugong🍌😼🍎 Based.

Unstable Coin looks good here.

Who’s really buying your bags? Do you actually know? For Unstable Coin, the answer is clear. Vikara Capital has started sharing their thesis with thousands of smart money investors on why they believe $USDUC is set to be a cycle winner. Launched in 2022, Vikara is an open-ended

Let me say the quiet part out loud. Vikara Capital backs projects like Unstable Coin when their thesis points to MULTI-BILLION dollar valuations. their interest in $USDUC is already catching the eyes of other smart money funds. we’re still so EARLY. don’t make me press the

notsofast talked to PondTalk with Blew 🐸💹🧲🐻 about this a lot today. we’ll find out soon enough eh?

Art coming out of the Unstable team is absolute 🔥

Vikara Capital Apollo Crypto pump.fun hi ً the hedge fund is reply-guying other HF’s again at *checks notes* $38m valuation when Paolo Ardoino 🤖 printed $3b yesterday it’s time to accelerate the great unstabling at scale cc: alon / Kyle Samani

Only 16 tokens in top 100 up on 7 day and that includes two tokenized gold tokens. So much for Fed induced pump.