Investigación y análisis
Mercados, leídos con atención. Y después, por escrito.
Análisis de mercado, evaluaciones de proyectos y noticias de la firma desde la mesa de Nasu Capital, sobre activos digitales, tecnología e innovación.
Destacado · News
Nasu Capital Secures Digital Asset Management License in St. Helena: A New Era for Regulated Tokenization
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.
Technology
The Convergence of AI and Crypto: Reshaping Finance in 2025
In 2025, AI and cryptocurrency are merging to transform finance, making it more accessible and efficient. At Nasu Capital we are using AI-driven strategies to thrive in volatile markets.
Project Review
Hyperliquid: Why This DEX Stands Out in the 2025 Cycle
We wanted to share a brief update on Hyperliquid, a standout performer in the current cycle and a project we continue to trade.
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