In early 2021, the company’s core market was South Korea, with ₩57.4 billion ($50.1 million) in domestic...The design of the game fits that market, and the IP itself is a source of intense nostalgia for many,...MIR4, I noticed a significant presence of Chinese players, suggesting a potentially substantial gray market...

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....markets began to lose steam, and starting to look past this speculation (the new administration is still 2...The Fed delivered a ‘Hawkish Cut’. 2....Generational long setup 2. Reclaim range high and breakout, please God I don’t ask you for much.

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 to Market Musings, designed to keep our readers informed about the most important and timely...developments in the crypto market. ...signals seen in past bull market peaks begin to flash in full....Resurges, Ethereum Sees Early Rotation As shown in the daily chart, flows were strongest between May 2...

As promised – a follow up market update video given last week’s sell off coupled with the recent Trump...

Um, and I guess you could say like irrational exuberance that we’ve seen in, in prior cycles....LTR (2): Okay....You know, in prior cycles and public LTR: strategies blow up. Let’s go. Jason Pagoulatos: Yeah....And so just today we saw a company that’s at [00:42:30] 2 million market cap announced that they were...

Food delivery is essentially offering an Uber ride to the food orderer for a fraction of the cost – a $2-...In the SEC’s announcement of rolling out T+1 settlement (down from T+2), they boast reduced costs from...The case study has a NID of ~67%, suggesting all obligations could be settled with only 2/3 of the total...

But what we’re seeing is that the market is pushing back and the market is saying it, you know, judging...don’t fold and we see, you know, the effects of these things kind of draw out for, for another week, 2,...You have to listen to the market....2, 3, 5 years, probably pretty bullish.... Welcome back to Market Matters – April edition!

 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....over $2 Trillion....Market Musings Over the last 2 months, we have been outlining our increasingly bullish attitude towards...The market structure shift we discussed in the previous editions of Market Musings has solidified with...

...my conference takeaways, you can find them on the Alpha Feed, and again at the bottom of this week’s Market...clearly marks the end to the monetary tightening regime that markets have navigated through for the last ~2...China has always been important for global liquidity cycles, and by extension crypto cycles.

...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...

As promised – a market update video given the turbulent conditions we are facing.

But I’ve also taken this time to really think about what’s going to happen when the market turns....They still need to win rollups, but it will only take 1 or 2 legit ones to get momentum going imo....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....Getting inflation sustainably back down to 2 percent is expected to require a period of below-trend economic...clear that the Fed believes it has likely won the inflationary battle that has persisted over the past 2-...Stablecoin market cap was ~$5 billion at the time.

...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 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...