FSI Digital Assets
- Comments
- Comments
MSTR Bid and IBIT Options Power Market Higher, JTO Eyes Catch-Up Amid Surging Solana DEX Volumes
In today's video, we break down the massive Microstrategy bid, IBIT options, near-term macro considerations, Solana's impressive on-chain activity, and the potential beneficiaries of these emerging trends. https://vimeo. com/1031351457/8b79275fe3? share=copy TICKERS IN THIS VIDEO: #BTC
- 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, raising $99 million across 13 deals. This week’s largest deal fell into the Infrastructure bucket; 0G Labs, a former Deal of The Week, raised $40...
Crypto - Crypto Strategy
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
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
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...
- Comments
Do Crypto Prices Have More Room to Run?
In today's video, we discuss the key indicators we're monitoring to determine if it's time to take risk off the table. We also discuss some of the altcoins featured in our Core Strategy. https://vimeo. com/1035820752/8de374e735? share=copy TICKERS IN THIS VIDEO: #BTC
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...
Crypto - Funding Fridays
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...