Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....When looking at the broad crypto market beyond the top 10 coins by market cap, we notice that the majority...It is certainly not the bull market everyone had been expecting.  ...

Welcome back to Market Musings, our weekly memo covering timely market happenings....We spoke about this market set up on our recent Market Matters episode, but it’s worth reviewing again...As discussed on Market Matters, market positioning into a defined catalyst (like an election or inauguration...

This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane), and addresses common misconceptions, deal logistics, valuation dynamics, best practices, and regu...

...developments in the crypto market. ...signals seen in past bull market peaks begin to flash in full....MicroStrategy led BTC additions with 4,020 new coins, while emerging vehicles like SharpLink Gaming and...Ethereum and Solana are emerging as strategic reserve assets, backed by targeted financings and integrated...

Obviously market structure changes the types of buyers involved in the market change, right?...How do you feel about the market today?...So I think right now, uh, the market movers are, you know....Like market, the market structure changes to adapt to, you know, what the primary participants in it...

Apps like Pendle have found product market fit by allowing users to speculate on the points market....Market Research Market research, and more broadly advertising, is one of the biggest industries in existence...Location data is an estimated $12B market.

 Welcome back to Market Matters – June edition!...Since our last discussion, market volatility has generally subsided....With BTC and risk asset markets trading near all time highs, we discuss our views on the market.

But what we’re seeing is that the market is pushing back and the market is saying it, you know, judging...Is it likely going to be something in the treasury market? Right....You have to listen to the market....Uh, market disruption back in August. Right....They, you lose them because something shifts outside of the market itself.

Welcome to another Market Musings, spooky szn edition....The market structure shift we discussed in the previous editions of Market Musings has solidified with...This emerging paradigm will not be dominated by AMMs but rather, order-books....Fortunately, an emerging protocol – Elixir Network – aims to preserve the democratization of liquidity...

...my conference takeaways, you can find them on the Alpha Feed, and again at the bottom of this week’s Market...It feels as though there has been a palpable shift in sentiment and risk appetite as expressed by market...Market structure remained poor, with BTC continuing to put in lower highs and lower lows on the higher...

Much of the last few Market Musings have been focused on the shifting tides in macro land....and the inside of the market, is very convinced that Trump is going to win....The market structure shift we discussed in the previous editions of Market Musings has solidified with...So far for the last year, the market has been very clear.

But I’ve also taken this time to really think about what’s going to happen when the market turns....I still think Eliza/ai16z is the outperformer when the market turns but this is loosely held.

 Welcome back to Market Matters – April edition!...Market volatility has been the theme of the year so far, with the most recent bout coming on the back...We go around the table discussing the macroeconomic landscape, BTC, and the broad crypto market outlook...

...important and timely developments in the crypto market....But the inflation and labor market data show an evolving situation....Stablecoin market cap was ~$5 billion at the time....Since then, stablecoin market cap has risen ~$40 billion to ~$150 billion....In a prediction market, you bet on what you think will happen.

...accounts—if a few respected voices push a narrative with manufactured enthusiasm, it could still distort the market...The next iteration will introduce PnL-based funding rates and market pricing mechanics, turning mindshare...their work cut out for them—especially around concerns like oracle integrity, liquidity depth, and market...

As promised – yet another weekly market update video. Last week was indeed a big week.

 As promised – yet another market update video....overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market...

What’s emerging is a new thesis in which I refer to as “The IPO Narrative” – where value flows not to...Fueled by regulatory clarity and a desire for structure and transparency, the market is beginning to...Meanwhile, emissions-based incentive schemes flooded the market with inflationary supply, diluting value...

& Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the next installment of Market...Meanwhile, memecoins have reached new highs in capital extraction, exacerbating the already fragile market...All eyes are on the Fed’s Jackson Hole summit this week amid signs of a weakening labor market and disappointing...

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...