Asset Appearances
Crypto - Crypto Strategy
Kraken Down on Custodial Staking
KRAKEN DOWN ON STAKING AS A SERVICE On Wednesday, Brian Armstrong, the CEO of Coinbase, tweeted that he heard rumors that the U.S. Securities and...
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Crypto - Crypto Strategy
Market Trips on LSDs
CARNAGE GIVES WAY TO INDIFFERENCE There are few cohorts of people more excited to turn the page to a new year than crypto investors. After...
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Crypto - Crypto Strategy
It Smells Like Something is Burning
EARNINGS REVISITED Below is a chart that is both slightly jarring and fairly intuitive at the same time. The jarring aspect is obviously the rapid...
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Crypto - Crypto Strategy
High Beta Merge Ideas
DATA DUMP Last week, we discussed the market’s positive reaction to the deluge of negative economic data. Despite a continued murky economic outlook, risk assets...
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Crypto - DeFi Digest
A Basic Walkthrough of Leverage Creation in DeFi
CORRECTION: IN THE FIRST DISTRIBUTION OF ‘DEFI DIGEST 14: A REFLECTION ON LIQUIDITY DYNAMICS THROUGH THE CONTAGION & GHO STABLECOIN’, WE INCORRECTLY REFERENCED VOYAGER INSTEAD...
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Crypto - Crypto Strategy
Good Price on Bad News is Good News
GOOD PRICE ON BAD NEWS IS GOOD NEWS Last week, we discussed the piping-hot inflation print and expected additional volatility around this data point. On...
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Crypto - Crypto Strategy
Kraken Down on Custodial Staking
KRAKEN DOWN ON STAKING AS A SERVICE On Wednesday, Brian Armstrong, the CEO of Coinbase, tweeted that he heard rumors that the U.S. Securities and...
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You currently can unlock 2 reports this month.
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Crypto - Crypto Strategy
Market Trips on LSDs
CARNAGE GIVES WAY TO INDIFFERENCE There are few cohorts of people more excited to turn the page to a new year than crypto investors. After...
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Crypto - Crypto Strategy
It Smells Like Something is Burning
EARNINGS REVISITED Below is a chart that is both slightly jarring and fairly intuitive at the same time. The jarring aspect is obviously the rapid...
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Crypto - Crypto Strategy
High Beta Merge Ideas
DATA DUMP Last week, we discussed the market’s positive reaction to the deluge of negative economic data. Despite a continued murky economic outlook, risk assets...
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Crypto - DeFi Digest
A Basic Walkthrough of Leverage Creation in DeFi
CORRECTION: IN THE FIRST DISTRIBUTION OF ‘DEFI DIGEST 14: A REFLECTION ON LIQUIDITY DYNAMICS THROUGH THE CONTAGION & GHO STABLECOIN’, WE INCORRECTLY REFERENCED VOYAGER INSTEAD...
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Crypto - Crypto Strategy
Good Price on Bad News is Good News
GOOD PRICE ON BAD NEWS IS GOOD NEWS Last week, we discussed the piping-hot inflation print and expected additional volatility around this data point. On...
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