See the real foundations.
Structure. Analysis. Conviction.
Institutional
intelligence for
digital assets.
Strategy, valuation and advisory for a more transparent digital asset economy.
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Our perspectiveDigital assets,
Digital assets,
understood
differently.
01 Capital provides institutional-grade intelligence on the economics, structures and behaviours that define digital assets. We help investors, boards and protocol teams make clearer decisions — with independent analysis, rigorous valuation and deep sector expertise.
Learn more about 01 Capital →Go beyond the noise.
Make better decisions.
SolutionsAsset-native intelligence.
Asset-native intelligence.
Institutional discipline.
Protocol valuation
Independent, rigorous valuation of digital assets, networks and tokenised structures.
Value created is not automatically value captured.
Analysis for holders
Ownership, liquidity, conditionality and risk analysis for institutional asset holders.
Unlock timing can create economic seniority without contractual seniority.
Treasury & analytics
Decision-grade analysis of treasury composition, liquidity and management options.
Treasury tokens are not obligation-free assets.
Strategic & board advisory
Independent advice for boards and leadership teams operating in digital-asset markets.
Insights
Ideas for a more informed market.
Market intelligence
View the full insights archive →Institutional Crypto Infrastructure Is Moving Toward Regulated Balance-Sheet IntermediationStrategic capital deployments, federal charter applications, and payment acquisitions signal an institutional transition from retail trading connectivity toward regulated custody, balance-sheet intermediation, and settlement.
→PerspectiveDigital-Asset Treasuries Should Be Valued as Leveraged Capital Structures, Not Token ProxiesPreferred stock, buybacks and executive dilution are turning token-treasury companies into capital-structure trades. NAV is only the starting point; financing terms determine who captures the exposure.
→ResearchStablecoin Control Is a Functional Feature, Not a Philosophical DefectThe power to freeze stablecoins can support regulated use while displacing illicit activity into less controllable assets. Institutions must assess both issuer recourse and the market response it induces.
→Market intelligenceCrypto’s Institutional Flow Is Moving From Spot Exposure to Engineered Balance SheetsRecent activity is concentrated in preferred securities, staking wrappers, whitelisted credit and regulated custody. Institutional crypto exposure is becoming a layered capital-structure trade, not a simple token allocation.
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We have worked with leading protocols and institutions since 2019. Whether you are a protocol team, an institutional holder or an investor, we welcome the opportunity to discuss how 01 Capital can support your objectives.