Crypto Research
- Market Update
- Funding Fridays
Funding Rebounds to End Q2
WEEKLY RECAP In the final week of Q2, crypto funding bounced back, rising 64% from $78 million to $128 million, while deal count rose modestly from 18 to 20. The funding total was dominated by Infrastructure, which comprised 88% of the total and also made up 55% of the total...
- Market Update
Coinbase and Stripe Partner Up, Animoca Brands Exploring Public Listing
CRYPTO MARKET UPDATE DESPITE MAY PCE DATA COMING IN LINE WITH EXPECTATIONS AT 0.0% MOM, U.S. TREASURY YIELDS ARE MOVING HIGHER ACROSS THE CURVE, AND THE DXY IS HOLDING STEADY AT $105.8. Equity indices are flat on the day in the final trading session of Q2. Crypto is showing weakness,...
Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...
Market Update
VanEck Files for Spot SOL ETF, Miners Consolidate
CRYPTO MARKET UPDATE THE CRYPTO MARKET RALLIED THIS MORNING ALONGSIDE FALLING RATES AND A WEAK DXY. Quarterly GDP growth aligned with market expectations at 1.4%,...
Market Update
Blast Airdrop Goes Live, Bybit Card Integrates with Apple Pay
CRYPTO MARKET UPDATE U.S. EQUITIES ARE RELATIVELY FLAT AS THE #DXY HAS SURGED ABOVE $106, FUELED BY THE YEN'S WEAKNESS, WITH USDJPY HITTING ITS HIGHEST...
- Market Update
Crypto Starts July With a Bounce, ETH ETF Launch Likely Pushed to Next Week
CRYPTO MARKET UPDATE BTC IS UP 5% SINCE MARKET CLOSE ON FRIDAY, HOVERING JUST ABOVE $63K, WHILE #ETH IS LAGGING, CURRENTLY TRADING BELOW $3500. This ETH underperformance further supports the idea that market expectations for the #ETH ETFs are relatively muted. Meanwhile #SOL is nearly back to the level it...
Liquid Ventures
Nuco.Cloud
CLOUD COMPUTING OVERVIEW The creation of the internet has had a significant impact on how enterprises are run and managed. Prior to the internet, companies...
Market Update
Mt. Gox Repayments to Begin in July, Riot Withdraws its Bitfarms Bid
CRYPTO MARKET UPDATE EQUITIES ARE MIXED THIS MORNING, WITH THE $SPY GAINING 0.30% AND THE $QQQ DECREASING 0.31%, WEIGHED DOWN BY A 5% DROP IN...
Comments
Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is...
Funding Fridays
Solana L2 a Bright Spot in Dim Funding Week
WEEKLY RECAP Private funding was suppressed as we enter the summer season, with total funding dropping 43% week-over-week to $66 million and deal count decreasing...
