StrategyMay 2026
We Buy Your Assets for a Dollar
When a stuck position has no real bid, we will buy it from you for a dollar so you can realise the tax loss and clear the line off your balance sheet.
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Insights that sharpen decisions.
Research, commentary and frameworks from the YMC Capital team. We write about what we know — capital preservation, credit markets, digital assets, and the discipline of solving problems others avoid.
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Workouts
When the Borrower Is a Friend
The money went out because you trusted them. Now it's been three years, you've stopped asking, and the friendship is quietly rotting around the unsaid number. The most useful thing you can do is hand the position to us and stop being the person on the other end of the conversation.
May 2026
Strategy
When Capital Gets Stuck
Why capital gets trapped, who ends up holding it, and what it takes to force a resolution.
April 2026
Strategy
Preservation Is Discipline
The mathematics of loss explain why the foremost emphasis must always be on avoiding permanent destruction of capital.
January 2026
Strategy
The Position You Keep Avoiding
Bad investments, neglected subsidiaries, forgotten agreements. Everyone has them. The question is what to do about them — and who to call.
October 2025
Strategy
Margin of Safety in Credit
Margin of safety in credit is not a yield buffer — it is the distance between what has to go right for principal to come back and what is actually likely. The wider that distance, the more things can move against you without ending up somewhere you would rather not be.
July 2025
Market Commentary
Relationships Still Beat Algorithms
In Asian credit markets, the best opportunities are not found on screens. They are found through decades of trust.
March 2025
Fund Education
Outsource the Stack, Keep the Carry
The traditional fund launch costs six figures and takes six months. The platform model changes both numbers dramatically.
August 2024
Fund Education
When an SPC Is the Right Tool
An SPC lets one manager run several distinct strategies under one operating stack — admin, audit, custody, regulatory licence — without the assets of one ever reaching the liabilities of another. The structure is statutory; the practical case is operational.
May 2024
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