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Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values..., in stark contrast to its ~67% of the perps market....Ultimately, I expect HL’s spot market share will find a resting state at around 5% of the spot DEX market...Is the market fairly pricing Hyperliquid?
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17 Min
DeFi
Feb 2025
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.
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13 Min
Macro & Markets
Feb 2025
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...
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1 Min
Macro & Markets
Apr 2025
Welcome back to Market Musings, our weekly memo covering timely market happenings....Since November, the market has seemingly turned one jumping from catalyst to catalyst....We spoke about this market set up on our recent Market Matters episode, but it’s worth reviewing again...most important and timely developments in the crypto market.
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13 Min
Macro & Markets
Jan 2025
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...
Media
64 Min
Macro & Markets
Jun 2025
Apps like Pendle have found product market fit by allowing users to speculate on the points market....A complete analysis of cost structure differences can be found in Teleport’s Ridesharing Econ 101....Market Research
Market research, and more broadly advertising, is one of the biggest industries in existence...
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43 Min
DeFi
Sep 2024
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.
Alpha Insight
1 Min
Macro & Markets
Jun 2025
Welcome to another Market Musings, spooky szn edition....These ideas have helped spawn an entirely new industry and asset class with a combined market cap of...Market Musings
Over the last 2 months, we have been outlining our increasingly bullish attitude towards...As BTC began to trade back towards the key levels left behind from global market de-risking in August...
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14 Min
Macro & Markets
Oct 2024
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.
Media
73 Min
DeFi
Apr 2025
...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...
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16 Min
Macro & Markets
Oct 2024
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.
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16 Min
Macro & Markets
Oct 2024
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.
Alpha Insight
3 Min
Macro & Markets
Apr 2025
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...
Alpha Insight
1 Min
Macro & Markets
Apr 2025
...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.
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10 Min
Macro & Markets
Aug 2024
...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...
Alpha Insight
9 Min
DeFi
Apr 2025
As promised – yet another weekly market update video. Last week was indeed a big week.
Alpha Insight
1 Min
Macro & Markets
May 2025
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...In effect, making the UNI token worthless, while the actual economic value migrates to the public market...
Alpha Insight
9 Min
Macro & Markets
Jun 2025
As promised – yet another market update video....overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>
As promised – yet another market...
Alpha Insight
1 Min
Macro & Markets
May 2025
& 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...
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1 Min
Macro & Markets
Aug 2024
...important and timely developments in the crypto market....In previous editions of Market Musings, we’ve looked into identifying and taking advantage of market...Long time readers will know how much emphasis I place on order flow, volume, and simple price action analysis...
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12 Min
Macro & Markets
Sep 2024