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... Read more

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

... Read more

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 for now. Persistently higher oil prices over the co

... Read more

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

... Read more

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

Wanted to quickly put World Markets on your radar. Been following them for a couple of weeks ahead of the MegaETH launch and their team is cracked. It’s a fully onchain DEX with universal margin → spot + perps + lending unified. So, you can earn yi... Read more

The vibes in D.C. this past Tuesday were somewhere between a corporate merger and a bar fight. After months of the CLARITY Act sitting in legislative gridlock, the Trump White House locked the banking industry and the crypto heavyweights in a room fo... Read more