Investing
Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.
792 talks
- Bitwise's Matt Hougan and Ryan Rasmussen on whether crypto is underpriced
- Bitcoin at $80K: breakout or fakeout? John Gillen on dominance and altcoins
- Crypto Q2 2026 outlook and what could unlock the next bull run
- Tokenized real-world assets across chains with Kaio
- Has Bitcoin really had its bull run yet? John Gillen
- Why retail still isn't in Bitcoin, with Natalie Brunell
- Bitcoin at a decision point, an Ethereum thesis and tokenization
- Bitwise: Bitcoin is two bets in one and its biggest rally hasn't started
- Why Bitcoin is stuck despite Saylor and ETF buying
- Strategy's Yield Machine & SEC Unlocking DeFi Front Ends
- Bulls versus bears: Bitcoin's next move with Michael Nadeau
- Bitcoin outlook and liquidity with James Lavish of the Bitcoin Opportunity Fund
- Whales accumulate Bitcoin and Ethereum while sentiment stays low
- Three signals for Bitcoin and institutional demand, with Bitwise
- The two catalysts that matter for Bitcoin right now: John Gillen
- Why AI Will Reprice The Entire Economy | Jordi Visser
- The ETF multiplier effect: Swan's Cory Klippsten on Bitcoin ETFs
- Investing for the tokenization revolution
- Why this boring crypto market is a generational trap with John Gillen
- Crypto Still Lacks a Valuation Framework
- SEC and CFTC clarity and the case for Ethereum, with Coinbase's David Duong
- From crypto cycles to structural growth: Reserve One's Jaime Leverton
- Bitcoin's next move and April 15: Bitwise on the Clarity Act and stablecoins
- Why BitTensor Is the Bitcoin of AI