Top Results175 results
The IPO Narrative – Is the Market Rotating into Crypto Equities?
8x since the IPO – a trend which was only seen in token markets has now become commonplace in crypto equities...Meanwhile, crypto-aligned equities – anchored in audited revenues and enforceable ownership rights are...A Shift Towards Crypto Equities For the longest time, CT has begged for the institutions to buy their...Equities offer that.
9 Min
Macro & Markets
Jun 2025
Summer Doldrums Not So Dull - Macro & Markets June 2025
Markets wasted little time, retracing the initial move in oil, with both equities and crypto pushing...Crypto Equities New Lease On Life Perhaps the most important development on this front has been the recent...Crypto related equities like Coinbase, Robinhood and Galaxy (among others) have performed admirably in...
14 Min
Macro & Markets
Jul 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
As of now, the ERC-20 dShares represent over 100 U.S. equities, ETFs, and commodity trusts, giving them...-listed equities for broker-dealers....other securities outside of crypto, their clear regulatory measures and explicit goal of incorporating equities...
20 Min
Other
May 2025
April Showers… May Flowers? - Macro & Markets May 2025
The result is a new category of public equities functioning as crypto-linked proxies....A new class of crypto-linked equities is emerging, sitting somewhere between operating company, holding...
25 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
Score: 54.6 (Neutral Regime) Monetary Outlook: Dovish tone supports July cuts Macro: Risk-on across equities...Fed officials are now openly signaling support for a July rate cut, triggering rallies across equities...Oil prices have declined, equities have climbed, and volatility measures have compressed  signaling that...
9 Min
Macro & Markets
Jun 2025
Covalent: On-chain Data Meets Agency
What if we could have an autonomous hedge fund that trades across equities, crypto, and even commodities...
13 Min
Infrastructure
Jun 2025
Market Musings - New Year, More Volatility
Equities have moved sideways.
13 Min
Macro & Markets
Jan 2025
Avalanche L1s: Powering the Future of Appchains
...chains used in the pilot, specifically hosting tokenized fixed income, while other networks handled equities...
22 Min
Infrastructure
Jun 2025
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
Once dominated by its relationship with tech equities, particularly the Nasdaq (QQQ), BTC’s price action...reflects how macro policy and allocator behavior are now driving BTC’s price alongside financial sector equities...Three dynamics help explain why BTC and bank equities are now trading together: Bitcoin’s structural...
10 Min
Macro & Markets
Jul 2025
Exclusive Robinhood Chain Alpha from Arbitrum CSO
...between Arbitrum Stylus’s extensive developer toolkit and Robinhood’s plans to use crypto rails to bring equities...Phase 1 (right now) – tokenized equities run inside an omnibus wallet on Arbitrum One (xStocks).
3 Min
DeFi
Jul 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
With gold and equities consistently grinding to new all time highs and with the clear bullish shift in...Equities continue to look impressively resilient, after putting in new highs month after month.
14 Min
Macro & Markets
Oct 2024
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Accumulation: Strategy adds $1B; Metaplanet crosses 10,000 BTC Macro: Risk tone improving (VIX down, equities...Equities are holding near highs, the VIX is falling, and the dollar has softened slightly,  all signaling...Despite a fourth consecutive day of regional military tension, equities and crude both stabilized – a...
6 Min
Macro & Markets
Jun 2025
Can You Take Me Higher?
BTC is off to a strong start this week, despite the relative weakness in equities.
1 Min
Macro & Markets
Apr 2025
Delphi's Market Matters - June 2025
I [00:24:30] mean, is really more similar to equities, right? Right....It’s a bunch of protocols that are essentially [00:46:45] bringing equities on chain or making tokens..., equities....And so the problem with crypto is that, that we want equities in a sense....Like we wanna be decentralized and then we want equities in a sense.
64 Min
Macro & Markets
Jun 2025
The Public Crypto Accumulator Era - Part 1
During periods of volatility or modest Bitcoin pullbacks, public accumulator equities often face sharper...
31 Min
Macro & Markets
Jun 2025
Global Markets Are One Giant Carry Trade
Although $BTC has indeed moved in correlation with equities over the years, benefiting from global liquidity...However, once the global carry trade begins to unravel, and leveraged assets face forced deleveraging, equities...earlier, there is a case for cascading events that could set the stage for the decoupling of $BTC from equities...
6 Min
Global Macro Themes
Apr 2025
The Year Ahead for Markets 2025
Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto)....year’s report, we noted the PBOC’s balance sheet expansion and the additional boost that could give US equities...We’ve seen crypto related equities like Coinbase and even Robinhood go on substantial rallies and expand...
90 Min
Macro & Markets
Dec 2024
Hope Metric : Macro Signal Monday (05-12-2025)
Key Takeaways Macro Backdrop Supports Risk Appetite: Global equities are rallying on volatility compression...
3 Min
Macro & Markets
May 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
With the right oracle infra, this app could theoretically offer perps on equities, commodities, and other...
39 Min
Infrastructure
Jun 2025
Delphi's Market Matters - April 2025
So all those things combined are pretty big headwind for risk assets, particularly equities, which are...Um, and you look at the sell off where, you know, equities are now down, I think 12% s and P’s now down...conditions remind me of the mark March banking crisis a little bit where bonds yields were rising, equities...
73 Min
DeFi
Apr 2025