Pelican Investments

Leading platform for RWA tokenisation, transforming traditional assets into secure, high-yield opportunities

Not financial Advice.

[Pelican Investments @pelicaninv]

Roughly $4.6B of the $300B+ stablecoin market is yield-bearing.

That means the overwhelming majority of stablecoin holders are sitting on dollars that earn nothing while they wait.

That gap is where we’re building.

#StablecoinYield #DeFi #RWAfi

[Pelican Investments @pelicaninv]

We’re building something for a simple, overlooked problem.

Most stable coin capital sits idle, earning nothing. Pelican RWA Yield Generator is launching to change that — a regulated, audited income portfolio targeting 7.78%, paid monthly.

More soon.

#RWA #StablecoinYield

[Pelican Investments @pelicaninv]

📰 𝐏𝐞𝐥𝐢𝐜𝐚𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 📰

Bullish is acquiring transfer agent Equiniti in a $4.2B deal, accelerating the shift toward tokenized capital markets.

The combined platform plans to support:
• 24/7 securities trading
• Stablecoin settlement
• Tokenized asset issuance
NYSE, Nasdaq, and DTCC are also advancing tokenization initiatives as institutional adoption continues to grow.

#Tokenization #DigitalAssets #Blockchain #CapitalMarkets

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

NYSE is partnering with Securitize to build a tokenized securities platform.

The initiative would allow stocks and ETFs to be issued as blockchain-based tokens, with features like 24/7 trading, instant settlement, and stablecoin funding.

Unlike many current tokenized stock offerings, this model focuses on native tokenization, aiming to preserve shareholder rights rather than creating derivatives.

With both NYSE and Nasdaq advancing similar efforts, tokenization is moving closer to becoming part of core market infrastructure rather than an experimental layer.

#Tokenization #DigitalAssets #Blockchain #CapitalMarkets #InstitutionalInvesting

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

Bitcoin (+1%) and Ethereum (+6%) outperformed during the 2026 US–Iran conflict — while S&P 500 fell 8% and gold/silver declined.

All this amid:
• ~20% of global oil trade disrupted
• Brent +36%
• Volatility spiking
Yet crypto market cap still rose to ~$2.39T (+1.8%).
After an initial risk-off move, crypto rebounded fast — supported by liquidity and institutional flows.
Meanwhile, traditional safe havens fell.
A rare divergence.

Flows are turning:
• $1.2B into Bitcoin ETFs
• Long-term holders accumulating
• AI + RWA growth continues

Bottom line:
Bitcoin & Ethereum are increasingly acting as a distinct asset class in macro stress.

#Bitcoin #Ethereum #Crypto

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

Strategy resumes Bitcoin accumulation with a $330M buy (4,871 BTC) - total holdings now ~767K BTC (~$53B).

Despite a $14.4B Q1 drawdown, accumulation continues, funded via preferred shares (STRC).

Why it matters:
Long-term conviction > short-term volatility.
Institutional demand remains resilient, with BTC stabilizing near $69K and capital markets still open.

#Bitcoin #Crypto #DigitalAssets #InstitutionalInvesting

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

Hong Kong launches its first regulated silver token 🪙

- 1:1 backed by physical silver
- Approved by SFC
- Fully transparent structure

A major step for RWAs - bringing real assets on-chain with trust & regulation.

Tokenisation is becoming investable.

#RWA #Tokenization #Crypto #DigitalAssets

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

2026 Crypto: Strength Through Selectivity

Crypto is shifting from speculation to liquidity, institutions, and structure.

Bitcoin >$70K with ~58% dominance → still leading.
Total market ~$2.3T → capital rotating, not exiting.

Key points:
• BTC remains the anchor (ETF + corporate demand)
• Not a broad rally—markets are selective
• Macro (rates, regulation) drives direction
• Institutions continue to support
• DeFi maturing into real infrastructure

Why it matters:
This looks like consolidation, not reversal—pointing to a stronger, more mature cycle.

Outlook:
2026 favors selective exposure over hype.

#Bitcoin #DigitalAssets #CryptoMarkets #InstitutionalCrypto #MarketStructure

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

Tokenized securities are entering regulated markets

Nasdaq has received SEC approval to enable trading of tokenized securities—integrating blockchain into traditional market infrastructure, not replacing it.

Key points:
• Tokenization is happening within regulation
• Focus on institutional-grade assets (S&P 500, Nasdaq 100)
• Existing settlement (DTC) remains in place
• Adds efficiency, not disruption

Why it matters:
Tokenization is becoming an infrastructure layer—enhancing speed, transparency, and flexibility while staying fully compatible with current systems.

Outlook:
Digital assets are evolving into a natural extension of traditional capital markets.

#Tokenization #DigitalAssets #Blockchain #Crypto #Bitcoin

[Pelican Investments @pelicaninv]

📄 Pelican Market Update 📄

Mastercard expands into stablecoin infrastructure with $1.8B BVNK acquisition

A major step toward integrating blockchain into global payments.

What this means:
• Scaling stablecoin payment rails globally
• Stronger focus on cross-border blockchain settlement
• Traditional networks moving into digital asset infrastructure
This signals a shift from experimentation → execution in digital assets.
Stablecoins are increasingly becoming core to future financial rails.
#DigitalAssets #Stablecoins #Payments #Crypto

[Pelican Investments @pelicaninv]

📄 Pelican Market Update 📄

Bitcoin nearing key $75K resistance

BTC is trading ~$74K after a strong weekly recovery, driven by renewed institutional demand and improving sentiment.

Key level to watch: $73K–$75K
A breakout could accelerate momentum across crypto markets.
Market signals:
• BTC +10% (1W)
• ETH & majors moving higher
• Continued inflows into spot ETFs

We’re entering a phase where macro + technicals will define the next move.
#Bitcoin #Crypto #DigitalAssets #Markets

[Pelican Investments @pelicaninv]

📰 𝐏𝐞𝐥𝐢𝐜𝐚𝐧 𝐌��𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 📰

European banks are preparing a MiCA-compliant euro stablecoin.

Backed by institutions including ING, UniCredit, BNP Paribas and BBVA, the project targets launch in 2026.

The objective:
a regulated European alternative to USD-dominated stablecoins and blockchain-based euro settlement.
Traditional finance is increasingly building on blockchain infrastructure - not competing with it.

#Stablecoins #DigitalAssets #Crypto

[Pelican Investments @pelicaninv]

��� Pelican Market Update 📰

Crypto may be entering the early stage of a new bull cycle.

Institutional flows into digital-asset investment products are returning and market sentiment across the sector is improving.

At the same time, policy discussions in the U.S. around stablecoins and digital-asset market structure could provide the regulatory clarity institutions have been waiting for.

Structural trends supporting the market include:
- Growing institutional access through regulated investment vehicles
- Expanding stablecoin adoption for payments and settlement
- Increasing integration between traditional finance and blockchain

Periods of volatility often create strategic entry opportunities for institutional investors.

If institutional adoption continues to accelerate, the current environment could represent the early phase of the next crypto bull cycle.

#Crypto #DigitalAssets #CryptoMarkets #InstitutionalCrypto #Blockchain

[Pelican Investments @pelicaninv]

📰 𝐏𝐞𝐥𝐢𝐜𝐚𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 📰

𝐁𝐢𝐭𝐜𝐨����𝐧 𝐣𝐮𝐦𝐩𝐬 ~8% 𝐚𝐬 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐟𝐥𝐨𝐰𝐬 𝐫𝐞𝐭𝐮𝐫𝐧.

Digital asset investment products saw ~$1B in net inflows last week, ending five straight weeks of ~$4B in outflows.

Bitcoin is approaching $72K, its highest level in about a month, as investors reposition and institutional demand returns.

Capital flows were concentrated in BTC and ETH, with most inflows coming from U.S. investment products, alongside Canada, Germany, and Switzerland.

Institutional positioning may be shifting from risk reduction → selective re-allocation.

#Bitcoin #Crypto #CryptoMarkets #DigitalAssets #BTC

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

Michael Saylor signals what would mark Strategy’s 100th Bitcoin purchase, extending a 6-year accumulation strategy that’s reshaping corporate treasuries.

Snapshot:
• 717,131 BTC
• Avg price: $76,027
• ~$47B value
• ~13.6% paper loss
• BTC ~48% below ATH
Still accumulating despite volatility — funded via convertible debt + equity.

This isn’t a trade.

It’s a capital structure model.

A 40–50% drawdown is now the real stress test for institutional BTC conviction — and so far, it’s holding.

#Bitcoin #BTC #DigitalAssets #TreasuryStrategy #MarketStructure

[Pelican Investments @pelicaninv]

📰 𝐏𝐞𝐥𝐢𝐜𝐚𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 📰

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 𝐈𝐬 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐑𝐞𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐅𝐥𝐨𝐰𝐬

Regulation is quietly reshaping Bitcoin.

February developments across the U.S., China, Hong Kong, and the UAE signal a shift from uncertainty to operational frameworks.

Different paths, same outcome: clarity.

Capital flows toward clarity.

As licensing, custody, stablecoin, and banking rules solidify, Bitcoin becomes easier for institutions to integrate - via ETFs, treasury exposure, and structured products.

2026 isn’t about hype.
It’s about where compliant capital feels comfortable deploying.

[Pelican Investments @pelicaninv]

📰 Pelican Market Update 📰

H100 acquired Switzerland-based Future Holdings in a SEK 6.89M share deal, expanding its Bitcoin treasury footprint and bringing total holdings to 1,046 BTC.

Key signals:
• Share-based acquisition at ~70% premium
• Minimal dilution (~1%)
• Strategic Swiss expansion
• Governance integration

This reflects a shift from simple BTC buying to structured capital-market-driven treasury models.

Why it matters:

Corporate balance sheet BTC is long-duration supply removal. As treasury strategies consolidate and mature, institutional demand becomes structural rather than cyclical.

The BTC treasury space is no longer experimental. It is becoming institutional infrastructure.

#Bitcoin #DigitalAssets #InstitutionalCrypto #Treasury #CryptoMarkets