: Following BlackRock's experimental footsteps, the Swiss bank is launching a tokenized fund on Ethereum.

A handful of protocols poised to capture to entire market

While traditional tech investments require even mainstream products to constantly fend off competitors, open protocols follow a different path. Once adopted, they grow into resilient open networks, becoming

On top of that, when talking about tokenization, principles from traditional finance apply: established, trusted systems are nearly irreplaceable due to the critical role of security and trust. Liquidity, in turn, reinforces itself—attracting more liquidity.

Put together, it makes sense to expect that 

 decentralized protocols, each specializing in a core function, will make their competition irrelevant and eventually 

On what chain will these protocols be? We believe there's no debate, as explained in our recent Substack 

The sentiment on Ethereum is currently at a historic low, implying an opportunity to acquire associated businesses at an unfairly cheap valuation.

With the above in mind, our title’s intent should now be clear: this is a rare moment to gain 

affordable exposure to global finance’s future revenue streams

The protocols we favor stand out for their lack of relevant competition, first-mover strength, solid leadership, and rapid integration momentum.

An Ephemeral Gift

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Our portfolio aims to be a fundamental lever on Ethereum's growth.

Each token in our portfolio is selected based on its integral role in Ethereum’s infrastructure. These tokens are less speculative because their value and utility are closely tied to the volume of activity on the Ethereum blockchain.

This approach ensures that as Ethereum activity grows, so does the intrinsic value of the assets within our portfolio. Hence why our portfolio is referred to as a fundamental leverage on ETH.

Leveraging Ethereum

Why did we adopt a bearish stance despite Bitcoin's breakout?

Each following snapshot was taken around the same time as our last update. (November 20th, 2023)

This is an AI signal detecting downside risk in a 60-day time window. 

The 'bullish' signal indicates the model's confidence of a large downside potential. 
(Bullish downside is bearish).

The 'bearish' signal indicates the model's confidence of an exceptionally low downside risk. 
(Bearish downside is seller exhaustion).

This GIF shows the evolution of predictions as models get trained with more recent data.

Since AI models are trained on historical data, and the crypto market is relatively young and constantly evolving, an additional year of data can significantly enhance the model's accuracy and generalizability.

Downside Risk (60D)

The following signals are slightly more complex, they represent different kind of bullish and bearish signals for different kind of strategies. In this context, the bullish signal reflects the model's confidence in a potential 'Buy' opportunity, while the bearish signal indicates confidence in a 'Sell' opportunity.

Glassnode (one of our data providers) is great at generating comprehensive and user-friendly on-chain data aggregations, along with visually appealing charts. Here, we present a few examples to give you a glimpse of the types of insights that can be produced from on-chain analysis.

The following chart shows the supply of DeFi blue-chips tokens on exchanges.

The following chart show the changes in miners' Bitcoin supply.

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FishTank's AI Signals

AI signals.

Specific Data.

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An Ephemeral Gift

Leveraging Ethereum