Crypto Research

SO LONG SUMMER As the sun sets on a tumultuous summer, we bring you a note filled with resolve as we continue to discuss the opportunity that remains on the table for those positioning ahead of the Merge. For those wishing to review a comprehensive summary on the matter, we invite you to check out the report we released this week. Despite the recent selling pressure across risk assets, we...

Funding dropping slightly this week from $331M to $311M. The largest deal of the week was Limit Break, in a gaming deal that raised $200M and accounted for nearly two-thirds of all funding. We dive deep into Limit Break in our Deal of the Week segment below. After Metaverse/Gaming, Web3 was the next highest funded sector with three deals totaling $63M. This is the third week in a row in...

READ OUR COMPREHENSIVE OVERVIEW OF ONE OF THE MORE CONSEQUENTIAL EVENTS IN CRYPTO HISTORY

Sean Farrell outlines 3 ways traders are positioning around the upcoming Ethereum Merge, including:Long Spot or FuturesDelta Neutral (the “Fork Trade”)Long ETH/BTC CRYPTO DEEP RESEARCH: THE ETHEREUM MERGE _*Recorded August 29, 2022_

DESPITE MARKET PULLBACK, JACKSON HOLE WAS NOTHING OF SUBSTANCE Fed Chair Jerome Powell took to the microphone on Friday afternoon for the first time since he announced the Fed’s prior 75 bps rate increase. Powell has mastered the art of tactful political speech, as he used 10 minutes of words to say nothing of substance. While there was a small corner of the market that thought Powell would cavalierly announce...

Venture funding had its highest funded week of the month, with funding nearly doubling from $167M to $321M. Web 3 led the way, accounting for over half of all funding at $170M. There were seven Web 3 deals, the largest of which was an $80M investment in Orange DAO, a Decentralized Autonomous Organization that is made up of over 1,000 Y Combinator alums and operates like a decentralized venture fund. The DAO's mission...