MetaDAO has surged in popularity on the back of a horrid backdrop for token markets. Built-in token holder rights, control over the treasury, the lack of instant gratification for the team, and fair launch optics are working in MetaDAO’s favor.

On the flipside, “VC coins” have largely pursued similar playbooks (CEX listings, inflated valu

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TLDR

Strategy’s STRC preferred stock is quietly building a structural demand floor under Bitcoin, funded by Income markets that does not seem to care about crypto sentiment. STRC recorded $409 million in single-day volume on March 10 while 30-day price volatility compressed to ~2%. Whether this trend holds, we will see but record liquidi

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With all of the token vs equity talk recently I think this is a very interesting proposal by Across. They are proposing getting rid of the token + foundation model to a single equity c-corp model. There are two main motivations for this: first of all, their token has been punished. They believe it’s undervalued and believe that the market

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Given everything happening in global markets and around the world, we figured a short market update video was in order.

In this call, we discuss:
– The strength of the Israeli Shekel does not match up with expectations of an extended war.
– Today’s macro backdrop is much more resilient compared with the onset of the Russia-Ukraine war in

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The last few months have been a rough rollercoaster for Paradex. They went from doing over $3B in daily volumes to now settling at ~$300 million. They have caught an incredible amount of FUD, none of which really fazed me. Let’s touch on the first p... Read more

If y’all remember the BTC/GOLD chart and the 1W 9/21 crossover framework I’ve been tracking ever since we got that red downside cross, BTC against Gold has dropped -62.42%. The largest drop on record for this signal was -68.53%, and that was during... Read more

Venice is a privacy-focused AI platform. It has three main differentiators: Private: It doesn’t store your conversations or use them for model training. Processing is done through decentralized GPU networks, not central servers Uncensored: Unlike m... Read more

Summary

• The macro outlook heading into the ongoing “Iran Shock” was more resilient across a number of factors vs the macro outlook during 2022’s Russian invasion of Ukraine.

• While it is always possible for the Iran Shock to morph into a more prolonged crisis, this is not our base case.

• A VIX spike to 35+ is likely to trigger our bitc

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MetaDAO has come down to ~$4 ($90m market cap) after the potential breakout at the beginning of the year along with overall weakness in the market. There have been some recently developments worth tracking.

First, raises have cooled considerably since the Ranger Finance raise which has not gone great. After Ranger, MetaDAO attempted to d

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The Strait of Hormuz is about 21 miles wide at its narrowest point. Roughly a third of all seaborne crude passes through it. Earlier this week, Iran moved to restrict access to the Strait. That’s a lot of pressure on one choke point, and markets noti... Read more