Crypto - Crypto Research
Thu, October 24, 2024 | 9:40PM ET

Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)

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...

Crypto - Comments
Tue, October 22, 2024 | 5:30PM ET

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...

Crypto - Funding Fridays
Fri, October 18, 2024 | 3:26PM ET

Gaming Goes Mobile

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....

Crypto - Crypto Strategy
Thu, October 17, 2024 | 8:24PM ET

Buying More SOL, Plus Another Election Trade Idea (Core Strategy Rebalance)

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...

Crypto - Comments
Tue, October 15, 2024 | 6:20PM ET

Crypto Setup Remains Compelling as Trump’s Momentum Builds and Yields Top

In this video, we discuss how the local tops in oil and real yields, along with Trump’s accelerating momentum, are driving the current bullish market...

Crypto - Funding Fridays
Fri, October 11, 2024 | 3:23PM ET

Sluggish Start to Q4

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...

Crypto - Comments
Thu, October 10, 2024 | 6:47PM ET

Three Key Catalysts for a Strong October Finish

In today's video, we break down why recent claims data, favorable seasonality, and shifting election odds signal a strong setup for crypto in the second...