Crypto Research
- Crypto Strategy
- 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 a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy #LDO, #MKR, #PENDLE, #BTC.
- 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 52% to 15 deals. Infrastructure still took the top spot from a funding perspective, totaling $31 million across three deals, including Sonic, our Deal of...
Funding Fridays
Intents-Based Projects Becoming Hot Trend
WEEKLY RECAP This week’s $113 million in funding was less than half of last week’s $242 million, although the deal count showed a more modest...
Comments
Raising Some Cash (Core Strategy Rebalance)
Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within...
Market Update
Coins Continue Rolling Over, RIOT Buys More BITF
CRYPTO MARKET UPDATE ECONOMIC DATA CONTINUES TO SOFTEN, WITH TODAY'S CONSUMER SENTIMENT SURVEY COMING IN AT 65.6, BELOW THE CONSENSUS MARKET FORECAST OF 72. One-year...
- 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%, and durable goods orders slightly exceeded expectations. The most important piece of macro data this week will be Core PCE, due tomorrow. Among the majors,...
Market Update
Market Shakes off NFP, SMLR Buys More BTC
CRYPTO MARKET UPDATE RATES MOVED HIGHER ON A HOTTER-THAN-EXPECTED NFP NUMBER, WITH A TOTAL OF 272K JOBS VERSUS THE FORECASTED 185K AND WELL ABOVE LAST...
Funding Fridays
Confidentiality Important for Blockchain Adoption
WEEKLY RECAP Weekly funding fell by almost 50% to $182 million, while the deal count fell by about a third to 23. The Infrastructure category...
Comments
Miners to Benefit from HPC, Robinhood Increasing Crypto Proximity
In today's video, we discuss the intersection of bitcoin miners and high-performance computing (HPC), as well as the positive implications of Robinhood's pending acquisition of...
Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
