crypto
- Comments
- Funding Fridays
Abstraction Layers Becoming Prevalent
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...
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Crypto - Crypto Research
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
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
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....
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Crypto - Crypto Strategy
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
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
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
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...