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Latest Research and Articles

Lighter Initiation Report

3/5/26

This 14-part report on Lighter, combines the essential facts with in-depth analysis, clear key takeaways, modeled scenarios, tables, and a structured investment thesis. The report last updated on February 24, 2026.

The Iran War Is Not 2022

3/4/26

Comparing the 2026 Iran conflict to the 2022 Russia-Ukraine shock is a mistake. The macro backdrop and nature of the oil disruption are fundamentally different. 

Modern Macro and Digital Assets advisory

Asgard 

Welcome to Asgard, a macro and digital assets advisory firm. Our experienced team bridges the traditional macro markets with the digital assets space, providing invaluable insights and strategies to optimize returns and mitigate risks for our clients.  With a robust network in the digital assets space, we provide exceptional service and expert advice to help our clients achieve their goals.

Providing Strategic advise for Market positioning success
&
Delivering Alpha across asset classes

The Asgard team consists of seasoned professionals specializing in macro, capital markets, investment banking, corporate finance and digital assets. Our broad range of expertise, coupled with hands-on experience working within leading global financial institutions, allows us to offer our clients unique perspectives and valuable insights.

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