1. A deep dive into the Trump family-supported WLF: Who is the suspected OEM behind the scenes?
Since former US President Trump turned to cryptocurrencies, Trump's remarks in support of cryptocurrencies have become commonplace among industry insiders. However, since September 2024, Trump has personally supported the DeFi project World Liberty Financial, and even posted promotional articles on his official account with nearly 100 million followers from time to time, which still amazed industry insiders. Click to read
2. Grayscale: Potential impact of US election results on the crypto market
Despite the many problems in the 2024 US election, the digital asset industry has attracted some of the candidates' time and attention. This can be attributed in part to the changing preferences of voters: in a national survey conducted by Harris Poll on behalf of Grayscale, we found that about half of potential US voters were more likely to vote for a candidate who was interested in cryptocurrency than for a candidate who was not interested in cryptocurrency. The growing attention to cryptocurrency also reflects the fact that US rulemaking lags behind other countries, even as the industry continues to grow and innovate, making comprehensive legislation more urgent. Click to read
3. Galaxy Q3 Crypto VC Market Report: Early-stage investment is the most, while new crypto VCs have the most difficulty raising funds
As Bitcoin has been volatile since March and other major liquid cryptocurrencies have failed to re-hit their previous all-time highs, VC activity has remained tepid in 2024. In the "barbell market", Bitcoin leads, while memecoin activity drives activity at the other end, coupled with little interest from large LPs and general venture funds, the crypto VC market has remained largely tepid in 2024. Click to read
4. Top Crypto VC Holdings Revealed: What Are They Buying Now?
This has been the weirdest cycle so far — no one knows what’s going to happen next. In times like this, it helps to see what everyone else is working on. So I spent the weekend digging deep to see what the big VC guys have been up to lately. I know some of you might be thinking, “They’re just casting a wide net and praying they get in early and benefit.” Look, I don’t think they’re the smartest people in the room, especially after the last cycle. But we should still pay attention to them: they have the information advantage, they’re well funded, and they’re closer to the builders than we are. Click to read
5. Arthur Hayes: How will the Middle East conflict affect the crypto market? What should investors do?
I spent the first two weeks of October skiing in New Zealand's South Island. I had spent the previous season in Hokkaido and my guide assured me that New Zealand was one of the best places in the world for backcountry skiing. I took his word and spent two weeks with him, chasing powder and big lines from Wanaka. The weather was great and I was able to ski over some spectacular peaks and across huge glaciers. As an added bonus, I also improved my alpine climbing knowledge. Click to read