FSI Digital Assets
- Crypto Strategy
- Comments
Discussing Our MSTR Plan and SOL's Recent Underperformance
In today's video, we outline why risk asymmetries skew to the upside heading into this week's FOMC, explain our continued conviction in MSTR despite today's underperformance, analyze the market's negative shift on Solana, and share why we believe its recent weakness will be short-lived. https://vimeo. com/1039856066/6be7d4c560? share=copy TICKERS IN THIS...
- Comments
MSTR Announcement at 8pm, WLFi Endorses ETH, AAVE, LINK
In today's video, we share our latest thoughts on Microstrategy's potential inclusion in the Nasdaq-100, highlight several bullish regulatory developments, and analyze what World Liberty Financial's recent purchases might mean for ETH and related assets like AAVE and LINK. https://vimeo. com/1039108765/a17dc0c3e2? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Crypto Strategy
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
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
$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...
- Funding Fridays
Muted Funding During the Holidays
WEEKLY RECAP As expected, funding totals during the holidays were comparatively low. Both total funding and deal count fell by approximately 70%. There were 11 deals this week totaling $45 million in funding. All disclosed funding amounts fell into the Infrastructure and DeFi categories, while Web3 tallied two deals for...
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 - 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...