Recent Posts
Blog•Feb 27, 2026
Premium Investor Report #509
The Premium Investor Report #509 highlights Lark Davis’s portfolio moves, a warning on the RIVER token, and a deep dive into Ondas (NASDAQ: ONDS). Davis continues dollar‑cost averaging Bitcoin, Solana and adds positions in AMD, Blackstone, Brookfield and COPX. The RIVER analysis reveals extreme token concentration and missing audit documentation, flagging security risks. Ondas, positioned as the autonomous operating system for the robot economy, lifted its 2026 revenue outlook by 25% and holds FAA certifications for beyond‑visual‑line‑of‑sight drone operations.
By Lark Davis
Blog•Feb 27, 2026
RIVER: A Cautionary Tale
River, formerly Satoshi Protocol, launched a chain‑agnostic stablecoin system called satUSD using its Omni‑CDP architecture. The protocol boasts LayerZero cross‑chain messaging, smart vaults, and integrations with major DeFi platforms, with satUSD peaking at $350 million and 50 000 holders. However, token ownership...
By Lark Davis
Blog•Feb 24, 2026
How To Use Strata: The Structured Yield Protocol Paying Double Digit Returns
Strata, launched on Ethereum in October 2025, is a structured yield protocol that tokenizes a shared collateral pool into senior and junior tranches. The senior tranche offers over‑collateralized, lower‑risk returns, while the junior tranche absorbs volatility for amplified yields that now...
By Lark Davis
Blog•Feb 20, 2026
Premium Investor Report #507
The Premium Investor Report #507, authored by Lark Davis, outlines recent portfolio adjustments, a deep dive into LayerZero’s multi‑chain messaging protocol, and an extensive Amazon stock analysis. Davis added Solana and increased his COPX position while exiting Blue Owl. The...
By Lark Davis
Blog•Feb 17, 2026
Earn Yield From Stables and RWA Tokens on Kamino
Kamino has emerged as the second‑largest DeFi protocol on Solana, managing just under $2 billion in total value locked. The platform blends lending, automated liquidity vaults, and a Multiply feature that lets users leverage stablecoins and tokenized real‑world assets (RWAs). RWAs...
By Lark Davis
Blog•Feb 13, 2026
BankrBot & BankrCoin “Onchain Agents”
Bankr is launching an on‑chain agent protocol that lets users execute DeFi actions—swaps, limit orders, DCA, token launches—via natural language commands through its BankrBot and BankrCoin. The platform already ships a live swapping interface (swap.bankr.bot) and an External Orders API...
By Lark Davis
Blog•Feb 13, 2026
Premium Investor Report #505
BankrBot & BankrCoin "Onchain Agents"
By Lark Davis
Blog•Feb 12, 2026
Did Bitcoin Already Bottom (And What Comes Next)?
PLUS: Jobs Report Defies Expectations
By Lark Davis
Blog•Feb 11, 2026
Premium Investor Report #504
Premium Investor Report #504, authored by Lark Davis, delivers a technical‑analysis heavy outlook across equities, metals and crypto, highlighting a strong short bias. The S&P 500 remains in a rising wedge with breakout thresholds at 7,015 (long) and 6,900 (short). Gold...
By Lark Davis
Blog•Feb 10, 2026
Earn High Yield From Insurance Products With Re
Re is a DeFi protocol that tokenizes access to U.S. reinsurance markets through two yield‑bearing tokens. The lower‑volatility reUSD token generates about 7% APY by investing in Treasury bills and delta‑neutral ETH basis trades, while the higher‑yield reUSDe token targets...
By Lark Davis
Blog•Feb 7, 2026
A Bottom Vs. The Bottom
Bitcoin's recent bounce to $70K fell short of the 200‑week SMA, leaving the market uncertain whether the $60K dip marked a true bottom. Glassnode’s profit‑loss chart shows profit and loss balances nearing convergence, suggesting capitulation may still be ahead. Meanwhile,...
By Lark Davis
Deals•Oct 25, 2025
Pumpfun Acquires Trading Terminal Padre to Boost Memecoin Liquidity
Crypto token issuer Pumpfun (PUMP) has acquired trading terminal Padre to drive higher trading volumes and liquidity for its tokens amid a cooled memecoin market. The deal aims to support token activity and market engagement.
Lark Davis
Deals•Oct 24, 2025
BlockStreet Raises $11.5M Seed Round Led by Hack VC
BlockStreet, building a unified liquidity layer for tokenized assets on Monad, has raised $11.5 million in a funding round led by Hack VC. The startup plans a Q4 2025 launch and is running a public testnet to onboard users and...
Lark Davis
Deals•Oct 23, 2025
Kalshi Closes $300M Growth Funding Round Led by Andreessen Horowitz and Sequoia
CFTC-regulated prediction market Kalshi closed a $300M funding round co-led by Andreessen Horowitz and Sequoia, supporting the platform's expansion after hitting $50B in annualized trading volumes and broadening its global reach.
Lark Davis
Deals•Oct 21, 2025
Tempo Raises $500M Series A at $5B Valuation to Build Stripe‑backed Stablecoin Chain
Tempo, a Stripe‑backed Layer‑1 optimized for stablecoin payments and RWAs, raised $500M in a Series A at a $5B valuation. The round was led by Green Oaks and Thrive Capital; Tempo’s launch date is not yet announced.
Lark Davis
Deals•Oct 18, 2025
Bitfarms Ups Convertible Notes Offering to $500M
Bitcoin miner Bitfarms increased the size of its convertible notes offering to $500 million (up from $300 million) and expects the offering to close around 2025-10-21. The move expands its debt financing plans amid market volatility.
Lark Davis
Deals•Oct 14, 2025
Aurelion Raises $150M to Hold Tether Gold as Primary Treasury Asset
Aurelion (formerly Prestige Wealth) raised $150 million to pivot into digital assets and become the first public company to hold Tether Gold (XAUT) as its primary treasury asset. The round was backed by fintech platform Antalpha, strategic investor Tether, and...
Lark Davis
Deals•Oct 7, 2025
Ondo Finance Acquires Digital Asset Broker-Dealer Oasis Pro
Ondo Finance has acquired digital asset broker-dealer Oasis Pro to expand its capabilities in tokenized securities and brokerage services, bolstering its position in the RWA and digital assets market. The move accompanies Ondo's growth to over $1.7 billion in Total...
Lark Davis
Deals•Oct 7, 2025
Stripe Acquires Stablecoin Infrastructure Firm Bridge
The article states that Bridge, a stablecoin infrastructure firm, was recently acquired by Stripe. The acquisition is noted in context of Bridge issuing the Phantom-launched CASH stablecoin, which is being integrated across Stripe's merchant network.
Lark Davis