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Cosima Research

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Institutional Digital Asset Research @CosimaCapital on Twitter www.cosimacapital.co

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Channel Posts
Delphi Consulting FREE SUI q2 report

2
https://members.delphidigital.io/reports/suis-q2-on-chain-ux-primitives-btcfi-expansion-scaling-production/?utm_source=emailoctopus&utm_medium=email&utm_campaign=Consulting:++Sui%E2%80%99s+Q2:+On-Chain+UX+Primitives,+BTCFi+Expansion,+Scaling+Production#key-takeaways
244
3
https://cdn.prod.website-files.com/6542c558790cbcc1ce789de0/687806e6faf1ac0659641af3_Q2%202025%20-%20SDM%20Market%20Overview.pdf
346
4
Secure Digital Markets Q2 review
320
5
Donald Trump is drafting an executive order to let 401(k) plans invest in crypto, gold, and private equity. The move would open the $9 trillion retirement market, push regulators to identify barriers, and explore legal safeguards for plan administrators. - FT (No Paywall) 🏷️ Trump, Retirement
332
6
https://x.com/watcherguru/status/1940094239368691898?s=52
315
7
Galaxy: state of crypto lending and borrowing
560
8
https://x.com/fekdaoui/status/1888874371286257999?s=52
274
9
https://x.com/bitcoinnewscom/status/1882900137246347469?s=52
409
10
https://x.com/solidintel_x/status/1882759518901424474?
421
11
Various Crypto ETF Filings
Various Crypto ETF Filings
550
12
The Block 2025 Digital Asset Outlook
582
13
MANTRA to Tokenize $1B of Real-World Assets for UAE-Based Property Firm DAMAC The MANTRA blockchain network has partnered with DAMAC Group, one of the largest real estate companies in the UAE, to tokenize at least $1 billion of DAMAC's assets, spanning real estate, hospitality, and data centers, starting in early 2025. - Link
489
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2025: Outlook | Narratives | Predictions: Aggregated by infinityhedge A Compilation of Forecasts from a16z, Coinbase, Vaneck,
2025: Outlook | Narratives | Predictions: Aggregated by infinityhedge A Compilation of Forecasts from a16z, Coinbase, Vaneck, and more All reports are available in group👇
545
15
https://www.franklintempleton.com/forms-literature/download/DAO-F25
520
16
https://x.com/glxyresearch/status/1872696283011662131
451
17
Bitwise 2025 Predictions
540
18
https://s3.us-east-1.amazonaws.com/static.bitwiseinvestments.com/Research/Bitwise-The-Year-Ahead-10-Crypto-Predictions-for-2025.pdf
650
19
Messari Crypto Theses 2025
1 009
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