Crypto - Crypto Strategy
Mon, November 4, 2024 | 7:35PM ET

A Crypto Investor’s Guide to Election Day

TRUMP MAINTAINS A SLIGHT EDGE, BUT IT’S ESSENTIALLY A TOSSUP Well, it's here, folks – the moment that markets have been building up towards since...

Crypto - Funding Fridays
Fri, November 1, 2024 | 2:33PM ET

dePIN Goes Solar

WEEKLY RECAP Weekly funding increased 65% from $103 million to $170 million despite the deal count falling 15% from 26 to 22. Eight companies raised...

Crypto - Comments
Thu, October 31, 2024 | 7:56PM ET

Not Wise to Fade the MSTR Bid, Nakamoto Upgrade Goes Live

In tonight's video, we discuss why we think many crypto-native investors remain sidelined despite record BTC ETF inflows and bullish futures sentiment, how Trump's stalling...

Crypto - Comments
Thu, October 17, 2024 | 8:55PM ET

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
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...