Investing
Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.
792 talks
- A macro framework for buying the dip, with Kyle Reidhead
- Circle IPO investment thesis and Ethereum versus Solana revenue models
- Chris Kuiper of Fidelity Digital Assets on tariffs and Bitcoin
- Is the bull market already over? Zeneca on stablecoins and institutions
- Bitwise on why Bitcoin looks like a strong risk-adjusted buy
- The macro indicator crypto investors should watch: Jesse Eckel
- Smart use of leverage and Coinbase's verified pools on Uniswap
- From Wild West to Wall Street: a different crypto cycle
- A Fed move that could drive Bitcoin higher, with Arthur Hayes
- Markets are pumping, but is it a true recovery? Kyle Reidhead on fundamentals
- Tether co-founder William Quigley on why the expected 2025 rally has not come
- Coinbase's John D'Agostino on why institutions are moving into crypto
- Why most crypto investors pick wrong and how to evaluate new projects
- The data availability thesis and whether Celestia can challenge Ethereum
- Andrew Lunardi on memecoins as a market cycle indicator
- Is the bull market over? Kyle Reidhead on the pullback and Trump's economic plan
- Is this the end of crypto cycles? A bearish short-term outlook
- Is the crypto bull market over? Michael Nadeau's bear case
- Are we entering a bear market? Milk Road PRO on reserves and Ethereum
- Bitcoin Strategic Reserve and three mega trends for DeFi's future
- Mark Yusko on a coming recession and why governments should embrace Bitcoin
- Zeneca's investing principles and market outlook
- VC Perspective: Future of Stablecoin Growth
- Maker's buyback, Virtuals and Berachain, per Milk Road PRO