FSI Digital Assets
- Funding Fridays
- Crypto Research
BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”
BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy conditions from November 12th through yesterday, BTC has appeared indifferent to fluctuations in risk appetite, continuing its upward momentum and approaching the $100K milestone. A...
- Funding Fridays
Lackluster Q4 Continues
WEEKLY RECAP Despite liquid crypto prices rising, private market funding remains lackluster thus far in Q4. Aggregate funding fell 29% week-over-week, decreasing from $155 million to $109 million, while deal count fell by over 31% from 22 to 15. Infrastructure was the leading category from both a financing and deal...
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
$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 - Deep Research
Solana: Consensus at the Speed of Light (Q4 Update)
EXECUTIVE SUMMARY Solana is a high throughput smart contract platform (SCP) engineered for user friendly and efficient decentralized applications (dApps). The platform's primary objective is...
Crypto - Comments
MSTR Bid Incoming, COIN Earnings Preview
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated...
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?...