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.  ...

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...

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.

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....Live Nation currently has a $24B market cap.

 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.

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...

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.

...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....The market structure shift we discussed in the previous editions of Market Musings has solidified with...For those that may have missed it, I have added my commentary below: What’s your take on the current...So far for the last year, the market has been very clear.

And their rise likely reflects a shift in Solana’s market structure....Natural evolution to more sophisticated market makers with fierce competition and better prices for all...It’s everything you’d expect from a market maker looking to replicate their off-chain setup, just in...They’re basically active market makers onchain.

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...

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...

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...

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Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...important and timely developments in the crypto market....This is certainly what the market is hoping for....But that doesn’t mean the market is devoid of opportunity.