Research & insights
Markets, read closely. Then written down.
Market analysis, project reviews and firm news from the Nasu Capital desk, on digital assets, technology and innovation.
Featured · News
Nasu Capital Secures Digital Asset Management License in St. Helena: A New Era for Regulated Tokenization
Nasu Capital has secured a Digital Asset Management License in St. Helena, marking a pivotal step toward regulated tokenization and institutional-grade digital asset management.
News
Solana Treasury Companies Under Pressure: SkyAI Sells Half Its SOL for a $201M Tender
SkyAI sold about half its SOL and plans a $201 million tender offer. Here is what it means for Solana treasury companies, the conditions attached and what to watch next.
Technology
Tokenized Gold Explained: How XAUT and PAXG Work and Where the Risks Sit
A plain-language look at how tokenized gold works, how Tether Gold and Pax Gold differ on custody and redemption, and the issuer, verification and concentration risks to weigh.
News
BlackRock Tokenization Explained: What Ondo's Intelligent Portfolios Actually Are
Ondo launched three tokenized portfolios built on BlackRock model strategies. Here is who issues them, who can hold them, and what the launch does and does not say about BlackRock.
News
Fed Proposes GENIUS Act Rules for Stablecoin Issuers: Reserves, Redemption and Yield
The Federal Reserve has opened two GENIUS Act proposals for the stablecoin issuers it supervises, covering reserves, capital, redemption and a presumption against disguised yield. Here is what they say and what remains open.
News
After the CLARITY Act Vote Failed: Crypto Rules Now Depend on Agencies
The Senate's 49-50 cloture vote left the CLARITY Act stalled. With statute off the table for 2026, the SEC, OCC and foreign regulators now shape the rules for tokens, staking and stablecoins.
News
SEC Innovation Exemption for Tokenized Securities: What It Allows and What It Leaves Open
The SEC's five-year innovation exemption lets tokenized securities venues operate without exchange registration, days after the Clarity Act failed in the Senate. We review the conditions and open risks.
Market Analysis
The GENIUS Act & Stablecoin Liquidity: Why Corporate Treasurers are Finally Trading T-Bills for On-Chain Rails
The 2026 GENIUS Act has transformed stablecoins from speculative assets into high-velocity treasury tools. Discover why corporate CFOs are moving away from T-Bill settlement friction in favor of regulated, on-chain liquidity rails.
Market Analysis
Why Compliance is the New Alpha: The 2026 Digital Asset Playbook
Discover why regulated digital asset management is the key to "Permanent Alpha" in 2026. Explore Nasu Capital’s insights on the GENIUS Act, RWA tokenization, and institutional security.
Market Analysis
Bitcoin Dominance (BTC.D) Hits a New Cycle Low: What It Means for Altcoin Season
The crypto market is buzzing again, and one of the most important metrics traders are watching is Bitcoin Dominance (BTC.D). Recently, BTC.D dropped to a new cycle low of 57.5%, sparking conversations about what this means for altcoins.
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