🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...

In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....

🌅 Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three […]...

🌅 Welcome! The U.S. Department of Justice is seizing Sam-Bankman Fried’s Robinhood shares. Elsewhere, Genesis tells clients that it needs […]...

We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...

🌅 Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...

🌅 Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as […]...

2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...

🌅 Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...

🌅 Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...

🌅 Welcome! A former U.S. President is launching an NFT collection and a committee to represent creditors in the FTX […]...

🌅 Welcome! MetaMask is partnering with one of the world’s largest digital payment platforms and SBF may have just seen […]...

A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...

🌅 Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...

🌅 Welcome! SBF will testify to the U.S. House Committee on Financial Services tomorrow. Meanwhile, Binance responds to a recent […]...

🌅 Welcome! SBF may be subpoenaed by the U.S. House Committee on Financial Services and separately faces a market manipulation […]...

Gaming was a primary driver of the 2021 mania, yet it has given way to cold realism as we move into the trough of disillusionment....

🌅 Welcome! SEC Chairman Gary Gensler continues to talk about crypto regulations and Genesis tells clients that the path forward […]...

🌅 Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...

In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive....