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....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.

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...

But when you compare it to [00:06:15] prior cycles, we’re nowhere near the, you know, the overextension...Um, and I guess you could say like irrational exuberance that we’ve seen in, in prior cycles....Obviously market structure changes the types of buyers involved in the market change, right?... Welcome back to Market Matters – June edition!

Apps like Pendle have found product market fit by allowing users to speculate on the points market....Cycles Architecture Cycles promises private, atomic, multilateral settlement....Cycles’ Obstacles to Adoption Cycles is an undeniably powerful concept, but there are a few potential...Cycles lowers the barrier to entry for starting a business.

 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....These ideas have helped spawn an entirely new industry and asset class with a combined market cap of...As BTC began to trade back towards the key levels left behind from global market de-risking in August...Interestingly, it looks a lot like the typical October performance of the past 2 election cycles.

...my conference takeaways, you can find them on the Alpha Feed, and again at the bottom of this week’s Market...China has always been important for global liquidity cycles, and by extension crypto cycles....If you agree with the general thesis that global liquidity cycles drive risk asset returns, the next...

...that historically memes (and other similar things like PFP NFTs) have typically run towards the end of cycles...past, over indexing to what happened in prior cycles is a good way to miss a lot of opportunity....Additionally, there are very big differences between this current cycle and cycles past; the interest...

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.

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

...it’s easy to see this expanding: Chartmetric for music/artist popularity Google Trends for cultural cycles...That’s why this model could be a better way toward more sustainable speculation cycles....accounts—if a few respected voices push a narrative with manufactured enthusiasm, it could still distort the market...

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

...sentiment: tokens are being re-evaluated in light of poor fundamentals, shady tokenomics, and repeated cycles...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...

Summary Market Discussion Panelists discuss Bitcoin price movement and market conditions Various perspectives...shared on market cycles and liquidity factors Discussion of technical indicators and historical patterns...Panelists offer their personal views on market timing Institutional Adoption Conversation about increasing...

& 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...

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.