Crypto - Crypto Strategy
Fri, December 6, 2024 | 7:43PM ET

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...

Crypto - Funding Fridays
Fri, December 6, 2024 | 3:19PM ET

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...

Crypto - Comments
Thu, December 5, 2024 | 7:26PM ET

$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...

Crypto - Funding Fridays
Fri, November 15, 2024 | 3:22PM ET

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
Thu, November 14, 2024 | 9:07PM ET

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
Thu, November 14, 2024 | 8:19PM ET

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 - Liquid Ventures
Wed, November 13, 2024 | 3:07PM ET

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...