Sarson Funds

08/31/2026

Sovereign AI is becoming a much bigger part of the AI infrastructure story.

Our latest looks at how hyperscalers, neoclouds, decentralized networks and physical infrastructure are evolving together as the market expands.

AI infrastructure is expanding beyond the hyperscalers. Sovereign compute, neoclouds and decentralized networks are becoming a bigger part of the global stack.

08/19/2026

Tokenized equities are moving beyond crypto-native experiments as Nasdaq, NYSE and major digital asset platforms build new market infrastructure.

We examine how tokenized real-world assets could reshape trading, settlement and on-chain finance, and where regulatory questions remain.

Tokenized equities are moving beyond crypto-native experiments as Nasdaq, NYSE and major digital asset platforms build new market infrastructure. We examine how tokenized real-world assets could reshape trading, settlement and on-chain finance, and where regulatory questions remain.

08/14/2026

Crypto’s quantum problem is bigger than any one blockchain.

Our latest examines how major chains are preparing, why migration is so difficult and where multichain security solutions may fit.

Quantum-resistant blockchain security must go beyond one chain. See how Ethereum is preparing and why multichain protection is needed.

08/11/2026

After last week’s Coldcard incident, and with plenty of investors still getting familiar with the ins and outs of self-custody, it felt like a good time for a quick wallet hygiene refresher.

We break down a practical framework for cold storage, hot wallets, exchange balances and reducing single points of failure.

A hardware wallet is only one part of a strong digital asset custody strategy. Following the recent Coldcard security incident, we examine wallet hygiene, asset segregation and a practical three-tier framework for managing crypto custody risk.

07/21/2026

CSPR is now available for trading on Kraken, giving U.S.-based participants a more familiar way to access Casper. We examine what comes after the listing, from network discovery and staking education to Casper’s work around real-world assets and machine-native commerce.

07/15/2026

Casper's path to broader U.S. access is taking shape through Kraken. We look at why this access moment matters for CSPR, staking and the broader Casper ecosystem, and why understanding the network goes well beyond the ticker.

Casper's expected availability on Kraken could give more U.S.-based participants a familiar way to explore CSPR and the network behind it. We examine why expanded access matters and why education around staking, validators and network participation should come next.

07/14/2026

Analysts are always trying to find the best indicators of crypto price movements.

Accumulation ranges are sometimes overlooked.

Learn more about what we are watching.

Bitcoin accumulation among mid- to large-sized holders has reached its strongest monthly level since the FTX collapse. We examine what the latest on-chain data may indicate about patient buyers, market volatility and the risks of trying to call an exact bottom.

07/09/2026

Sarson Funds is launching a U.S.-based validator on Casper Network, giving CSPR holders another option for staking participation while supporting network growth and decentralization.

Sarson Funds has launched a U.S.-based validator on Casper Network, giving CSPR holders another option for staking participation while supporting network growth and decentralization.

07/08/2026

John Sarson joins Macro Wealth Management, Inc. and explores key developments shaping the future of crypto, including the GENIUS Act, growing integration between AI and blockchain technology, and the anticipated passage of the CLARITY Act.

Watch:

07/07/2026

Messari’s new report on Dispersed includes a thoughtful section on Sarson Funds and The Manifest Network’s RenderCon 2026 demonstration.

Report: https://messari.io/report/understanding-dispersed-a-comprehensive-overview

The report highlights how AI applications can source GPU power programmatically as workloads appear, rather than reserving cloud compute permanently.

One line captures the shift well: “The agent stops being a chatbot. It becomes a buyer of compute.”

Worth a read for anyone following decentralized AI infrastructure, GPU compute and the Render ecosystem.