Research

A Digital Asset investor content repository hand crafted by the Iron Key Capital research team

Investing in 3DOS – Decentralized Manufacturing

An investment memo articulates the value proposition of the 3DOS network.
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Proof of Physical Work Thesis

This thesis argues that real world networks and infrastructure can be built using crypto economic incentives.
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Crypto Valuation Frameworks & Risk Management

A primer on angel investing, syndicates, and how to think about crypto asset valuation and risk management.
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Scalability vs. Composability

This article discusses that scalability is now a prerequisite to adoption, and why composability is the next obstacle.
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Mercenary Liquidity & Impermanent Loss Thesis – DeFi

Liquidity mining, known as yield farming, is a crucial component to enable innovation in the DeFi ecosystem. This is how emerging protocols have bootstrapped their user base, incentivizing early investors...
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Innovation Will Move Up and Down the Web3 Tech Stack

One component of our general fund thesis is that innovation will move up and down the Web3 technology stack. The smart contract space is generally crowded, and operating systems tend...
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Fund Research Overview

This Prospectus gives an overview of the Investment Program.
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Monetary Policy & Its Affect on the Crypto Markets

This letter intends to convey our “base case” in regards to monetary policy enacted by the Federal Reserve, and how that relates to the crypto markets in the short and...
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State of the Bear Market – June 2022

Investors, Given the state of the market, we would like to provide you some insight into one of our positions. As you know, we hold larger allocations of “large caps”...
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NYC Crypto Fund Manager Summit – Iron Key Capital

Sam Patmore of With Intelligence's US Emerging Fund Managers Summit interviews Joseph Argiro, CEO of Iron Key Capital. Iron Key Capital is a digital asset hedge fund that focuses on...
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2021 Crypto Market Review and 2022 Outlook

  The global equities market is approximately $122 Trillion –  The crypto market cap touched $3 Trillion USD briefly before cooling off to around $2.2T throughout November and into 2022....
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