Crypto Research
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In today's video, we outline why risk asymmetries skew to the upside heading into this week's FOMC, explain our continued conviction in MSTR despite today's underperformance, analyze the market's negative shift on Solana, and share why we believe its recent weakness will be short-lived. TICKERS IN THIS VIDEO: BTC -5.89%
In today's video, we share our latest thoughts on Microstrategy's potential inclusion in the Nasdaq-100, highlight several bullish regulatory developments, and analyze what World Liberty Financial's recent purchases might mean for ETH and related assets like AAVE and LINK. TICKERS IN THIS VIDEO: BTC -5.89%
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 amongst categories, totaling $354 million across 21 deals, making up 84% of funding and 62% of total deal count. The...
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 pick and choose which toolkits they want to integrate into their products, supporting full customization. Each module encapsulates a different...
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 remain alert for signs of a local top (not a cycle top). That said, it is difficult to justify a risk-averse stance at this stage and think it is right to lean into this altcoin rally. Source: TradingView, Fundstrat Source: TradingView, Fundstrat STRONG DOLLAR +...
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 today. Yields continued their downward trajectory, and Fed funds futures also declined, reflecting the market's adherence to the Fed's dovish messaging. Yields Falling: Source: TradingView Fed Funds Futures Showing More Cuts: Source: TradingView Oil prices nearing YTD lows likely assisted in alleviating near-term concerns about...
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 the leading funding category, totaling $145 million across three deals and comprising 63% of all funding. The total was bolstered by Public’s $130 Series D round, representing only the second Series D round in 2024. Although CeFi has been a laggard category all year, three...