FSI Digital Assets
- Funding Fridays
Big Week for CeFi
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...
- Comments
$100k Level Breached, What's Next?
In today's video, we take a (very brief) victory lap after hitting $100k, then dive into why we're buyers of today's sell-off. We also explore what the reaction from altcoins reveals about the opportunities ahead in the market. https://vimeo. com/1036560333/3cad24d8a3? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Liquid Ventures
Maple Finance (SYRUP)
MAPLE OVERVIEW Maple Finance is a digital asset lending platform founded in 2019 by a group of former investment bank and credit professionals. Maple Finance...
Crypto - Comments
Encouraging CME & ETF Flows Suggest ETH Rotation Could Be Approaching
In today's video, we break down recent price action, assess the potential for a strategic reserve, and examine encouraging ETH-related data, including trends in CME...
Crypto - Funding Fridays
Funding Declines During Election Week
WEEKLY RECAP Weekly funding sharply declined, falling 81% from $181 million to $35 million, with total deal count dropping 31% from 26 to 18. The...
- Comments
$8 Billion in Wealth Creation, Plus Why Odds Favor a Crypto Rally Post-FOMC
In today's video, we discuss the recent HYPE and PENGU airdrops and their potential as positive tailwinds for crypto prices. We also reiterate our view on where risk asymmetries lie heading into tomorrow's FOMC meeting. https://vimeo. com/1040224587/116c87f6a0? share=copy TICKERS IN THIS VIDEO: #BTC
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....
Crypto - Comments
GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...
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...