Nautilus Capital
ir@nautiluscapital.com
The nexus of institutional macro strategy and cross-asset execution.
High-conviction analysis for the sophisticated allocator.
Solana now processes over $3.5 billion in tokenized stock trades each month, cementing its position as the leading blockchain for on-chain equity markets.
Is the current AI frenzy a revolutionary breakthrough or a speculative bubble destined to pop? We dive into the macro indicators, valuation metrics, and supply chain risks.
Explore the economic powerhouse of the NBA, where sports betting partnerships are driving record valuations and transforming revenue streams in the wake of PASPA's repeal.
Private equity is evolving beyond buyouts into a $25 trillion ecosystem. We explore the massive untapped wealth channel, the rise of private credit, and the liquidity revolution reshaping alternative assets.
BlackRock’s ETHA has surpasssed $10 billion in AUM, fueled by institutional demand and the GENIUS Act. With rising global liquidity and a potential move to $16,000, we analyze why Ethereum is the decade's biggest trade.
Fundstrat’s GRNY ETF combines a top-down fundamental research framework with a quantitative, bottom-up stock selection process. We dive into the seven core themes driving its massive outperformance against the S&P 500.
Peloton has transformed from a volatile, hardware-driven business into a durable, profitable subscription model. We deconstruct the $55 habit with software-like margins.
Viking Therapeutics is emerging as a top contender in the trillion-dollar obesity market. With superior Phase 2 data for its oral pill VK2735 and strong buyout potential, we explore why this biotech is deeply undervalued.