Crypto Research
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EXECUTIVE SUMMARY Solana is a high throughput smart contract platform (SCP) engineered for user friendly and efficient decentralized applications (dApps). The platform's primary objective is to establish a unified global state chain via its unique architecture enabling the parallel processing and rapid confirmation of transactions. Osprey Funds is a digital asset manager aiming to build low-cost digital asset investment products that are simple, secure, and transparent. Osprey's Solana Trust (OSOL)...
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated MicroStrategy BTC bid, upcoming earnings for COIN, and the broader macro factors supporting the bullish case for crypto. TICKERS IN THIS VIDEO: BTC 0.46%
WEEKLY RECAP Total funding fell 49% week-over-week from $188 million to $95 million, and total deal count decreased modestly from 23 to 31. Infrastructure and DeFi were the two leaders in fundraising, accounting for approximately two-thirds of the total. The week's largest deal was a $15 million Series A round completed by Bluesky, a Web3 social network. Party Icons was the sole Gaming company that raised capital this week. They...
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in our Core Strategy. These elevated DEX volumes have persisted through this week, and SOL has dramatically outperformed, breaking out against ETH and gaining ground against BTC—all amid a sharp bond selloff and a rally in the DXY. Source: Artemis Source: TradingView A significant portion of...
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against Bitcoin and Ethereum, and (3) the continued repricing of HPC miners. TICKERS IN THIS VIDEO: BTC 0.46%
WEEKLY RECAP Weekly funding rose by 37% from $132 million to $180 million, while the total deal count decreased slightly from 23 deals to 21. Funding was relatively evenly dispersed across categories, with four out of five categories raising more than $30 million, except Web3, which saw $8 million in funding. DeFi was the leading category in total funding and deal count, raising $56 million across nine deals. Series A...
SMALL CAP BREAKOUT A POSITIVE INDICATOR FOR BTC It is a common refrain among passive industry observers that BTC is strongly correlated with large-cap tech stocks, leading some to view BTC as a quasi-leveraged version of QQQ. However, we think this perspective is limiting. If you were to rely on QQQ as a barometer for crypto market conditions, you would experience several periods of underperformance over the course of a...
WEEKLY RECAP Q4 has represented the least funded quarter in each of the past two years, and two weeks into this year, the trend is on pace to remain intact. The first week of the fourth quarter was one of the least funded weeks all year, with just $11 million raised across eight deals. Although not overly impressive, funding rebounded this week to $120 million across 21 deals. Concentration in...