Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....$333m, however,… https://t.co/4WLkPxTYF4 pic.twitter.com/woTOHQvNkt — Ben Zhou (@benbybit) February 3,...When looking at the broad crypto market beyond the top 10 coins by market cap, we notice that the majority...

...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...

Welcome back to Market Musings, our weekly memo covering timely market happenings....The FOMC cut rates by 25 basis points to 4.50%, and signaled fewer cuts in 2025. 3....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...

As promised – a follow up market update given the recent bounce we’ve seen across risk assets over the...no rate cut (maintaining 425-450 basis points) Fed’s December hawkish stance led to recalibration in market...April non-farm payrolls Gold continues to surge, breaking $3,000/oz for the first time ever, indicating market...

 As promised – a follow up market update given the tariff situation as we approach Trump’s April 2nd...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...zone with seller pressure apparent in order books Altcoins Most altcoins down significantly, overall market...

As promised – a follow up market update given the continued bounce across risk markets over the last...: ISM manufacturing PMI, non-farm payrolls, unemployment rate Trump tariffs take effect April 2nd – market...Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...

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!

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

As promised – yet another market update video given the continued carnage across risk asset markets....Summary The market continues to experience a broad selloff across both tradFi and crypto assets....failed multiple attempts to break back above the critical 90-91K range, indicating a clear shift in market...

Somehow, an Uber/taxi ride that costs $15 dollars needs to cost $3 for food delivery....ACH transfers take 1-3 days to settle....ACH (1-3 days) – There was $77T of ACH volume in 2022....Cycles Architecture Cycles promises private, atomic, multilateral settlement.

 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...The market structure shift we discussed in the previous editions of Market Musings has solidified with...Interestingly, it looks a lot like the typical October performance of the past 2 election cycles.

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

...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...

At this point, BTC is about 3% off of the range highs which have acted as stiff resistance for the better...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...

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...They’re basically active market makers onchain....Since we have no idea who’s behind those 3 private AMMs my best guess is that they are professional market...

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....that the Fed believes it has likely won the inflationary battle that has persisted over the past 2-3...Stablecoin market cap was ~$5 billion at the time....In a prediction market, you bet on what you think will happen.