Thrilled to finally share what I've been building: @sharpbytexyz — a crypto-native fund laser-focused on the future of yield. We combine onchain alpha with offchain edge to deliver stable, asymmetric returns across market cycles.

Crypto is at a pivotal moment — driven by two undeniable macro forces: Long BTC and Long Yield.

At SharpByte, we're all in on Long Yield. Over the coming years, we foresee an unprecedented influx of capital into blockchain ecosystems, driven by explosive stablecoin growth, widespread tokenization of real-world assets (RWA), and increasing institutional participation. We believe these trends will fundamentally reshape finance, offering unparalleled opportunities for those positioned to provide liquidity and structured yield.

Why now?

The landscape is shifting rapidly

• The GENIUS Act redefines stablecoin legitimacy, unlocking bank-grade participation.
• Giants like Apollo are tokenizing billions, accelerating the RWA flywheel.
• The SEC's tone shift is clearing a path for institutional capital to flow in.

We're witnessing explosive growth in decentralized finance (DeFi). Total Value Locked (TVL) in DeFi has surpassed $100 billion, stablecoin supply has reached $200 billion, and tokenized real-world assets onchain have surged from just $200 million in 2021 to $24 billion today. These numbers represent not just growth, but a fundamental shift towards a new financial ecosystem built on transparency and efficiency.

This cycle won't be won purely onchain.

We're entering a phase where success requires bridging two worlds: the composable efficiency of onchain systems and the real-world know-how of capital markets, partnerships, and deal-making.

Gone are the days when one can extract alpha by looking inwards. We've already seen this pattern affecting founders. Those who killed it in the current cycle have shown incredible operational and commercial capabilities. They understand how to navigate the offchain world as well as the onchain world; how to align incentives between different key stakeholders; how to do commercial arrangements that create a flywheel for both parties — all completely different skill set is needed compared to the original cypherpunk era of crypto.

SharpByte Capital is uniquely equipped to navigate the evolving crypto space. We combine deep operational expertise, offchain understanding, and direct DeFi strategy execution. We don't just source onchain yield, but also structure it. We pair hands-on DeFi execution with deep operational experience and offchain access. I'm more than grateful to be advised by Bizyugo, a legend in the DeFi yield game, whose insights continue to shape how we approach this hybrid future.

Crypto is more exciting than ever — if you know where to look.

We're not early anymore, but we're definitely not late. The next wave is coming fast, and it's going to be bigger, faster, and more connected than anything we've seen before.

The best is yet to come.

– Marco Manoppo