Investing
Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.
792 talks
- Extreme fear in crypto: sentiment, BlackRock in DeFi and macro with John Gillen
- Bitcoin capitulation signals and what a bottom looks like: Jamie Coutts
- LayerZero Chain Launch, BTC Treasury Co Updates, RockawayX Founder Calls In, Then Messari Research
- Catalysts for the next Bitcoin breakout, with Matt Hougan
- Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
- Zooming out on the crash: Abra's Bill Barhydt on why the crypto thesis holds
- John Gillen on the early-2026 crypto selloff and macro signals
- How deep into the Bitcoin bear market are we? Julio Moreno of CryptoQuant
- The Case for Ethereum: Stablecoins and Beyond | Maria Shen - Electric Capital
- Why Ethereum may be better placed than Bitcoin for the next cycle
- Where to invest when most projects fail scrutiny, with Ryan Connor
- Mark Yusko's macro framework for investing in the next decade
- Bitwise's Matt Hougan and Ryan Rasmussen on gold, Bitcoin and the Clarity Act
- Raoul Pal's 2026 crypto thesis: liquidity and the end of the four-year cycle
- Where Coinbase Ventures is investing, with its head Hoolie Tejwani
- Why Bitcoin feels dead even though the thesis is winning: Jeff Park
- Why Bitcoin keeps imploding on small moves, with Scott Melker
- Bitcoin ETF flows as a signal on red days
- Four bullish signals for crypto despite regulatory uncertainty
- Is this Bitcoin rally real? Michael Nadeau on liquidity and ETF flows
- Ethereum can win and still be a weak investment
- The Clarity Act, stablecoin yield and crypto's path: Matt Hougan
- What flat Bitcoin prices hide, with Fidelity Digital Assets' Chris Kuiper
- Claude Opus 4.5’s Breakout Moment & Investing in 2026 with Qiao Wang