Crypto Research
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Founded in 2013, Grayscale provides investors with access to the crypto economy through a suite of future-forward investment products. Grayscale is one of the longest tenured digital asset managers with more than a decade of operational experience leading the industry. Investors, advisors, and allocators turn to Grayscale for exposure to single-asset, diversified, and thematic investment products. Grayscale has 34 different digital asset investment products spanning different sectors and structures. Grayscale’s...
In today's video, we break down what to expect for crypto ahead of tomorrow's FOMC press conference. We also explore the unusual divergence between stablecoin and ETF flows and examine what Strategy's latest security offering could mean for the crypto market. TICKERS IN THIS VIDEO: BTC
In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been a key catalyst behind today's rally, our concerns about the unsettling move in high-yield credit markets, and key developments we're monitoring closely for the remainder of this week. TICKERS IN THIS VIDEO: BTC
MONTHLY RECAP February showed a modest increase in funding amount and deal count compared to January. Total funding rose 7% to $1 billion, and deal count increased 8% to 116 deals. Infrastructure was the leading category, with $388 million raised across 58 deals. CeFi has had its third consecutive month of nine-figure investment with less than 10 deals. The largest raise in February was a $200 million undisclosed round completed...
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the risks we highlighted in early February that could impact crypto prices and update our stance on whether these concerns still apply. Next, we’ll take a brief look at potential outcomes for the WH Crypto Summit and review some changes in our Core Strategy. While we...
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient. However, the near-term (2–4 weeks) setup is starting to look compelling for a tactical rally as sentiment is miserable, liquidity conditions are improving on the margin, a lot of risk has already been priced in, and we’ve seen serious capitulation and deleveraging. All eyes will...