Crypto Research
- Comments
- Funding Fridays
Avax Fuels Jump in Funding
WEEKLY RECAP Crypto funding saw a large jump week-over-week, increasing 83% from $231 million to $424 million, and total deal count rose by 21% from 28 to 34. The large funding total was helped by a $250 million token sale completed by Avalanche ahead of its Avalanche9000 upgrade. Infrastructure dominated...
- Liquid Ventures
Empyreal
EMPYREAL OVERVIEW Empyreal provides developers with a software development kit (SDK) to make crypto programming easier and more effective. EMP hopes to bridge the gap between web2 and web3 developers and remove some of the nuances of blockchain-centric languages like Solidity. The EmpyrealSDK takes a modular approach, allowing developers to...
Crypto - Crypto Strategy
The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects
CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...
Crypto - Comments
Time to Get Back into MSTR
In today's video, we discuss the post-CPI reaction in crypto and why the next couple of weeks could be explosive for MSTR. https://vimeo. com/1038388783/dded57bb7f? share=copy...
Crypto - Comments
RAY and AAVE Stand Out Amid Recovery
We discuss today's price action and highlight assets that demonstrated the strongest recoveries following yesterday's forced selling. https://vimeo. com/1038027486/c6691cb1e7? share=copy TICKERS IN THIS VIDEO: #BTC...
Crypto - Comments
What to Make of ETH's Outperformance
In today's video video we discuss the major implications from today's employment data, and some changes to the Core Strategy Portfolio. https://vimeo. com/1036922239/249e1acd0f? share=copy TICKERS...
Crypto - Crypto Strategy
Adding ETH Beta (Core Strategy Rebalance)
Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through...
Crypto - Funding Fridays
Big Week for CeFi
WEEKLY RECAP Crypto funding rose 60% week-over-week from $145 million to $232 million, while total deal count decreased 7% from 29 to 27. CeFi was...
Crypto - Comments
$100k Level Breached, What's Next?
In today's video, we take a (very brief) victory lap after hitting $100k, then dive into why we're buyers of today's sell-off. We also explore...