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Adding ETH Beta (Core Strategy Rebalance)
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...
Crypto - Funding Fridays
Compliance Takes Center Stage
WEEKLY RECAP Total funding has rebounded from last week’s abnormally low amount, increasing 251% from $44 million to $154 million. Infrastructure was the leading category,...
Crypto - Comments
Did the Crypto Market Just Peak?
In today's video, we walk through a few metrics to assess whether what we just experienced was the blow-off top. We also discuss the interesting...
Crypto - Crypto Strategy
Market Lacks Convincing Signs of Market Froth, Major Demand Side Catalyst for CORE (Core Strategy Rebalance)
FROTH OR REPRICING? A heated debate is unfolding among crypto investors: have we just hit a local top, or will the breakout after eight months...
Crypto - 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...
Crypto - Comments
Good Time to Own the Casino Stack (SOL, JTO, RAY, BONK)
In today’s video, we discuss SOL’s ongoing outperformance and explore how to best capitalize on the rising on-chain frenzy that’s driving its rally. https://vimeo. com/1023123992/477d5ac73e?...
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...