Investing

Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.

792 talks

• SharpLink, ETH Labs and Ethereum's institutional era
• Bitcoin ETF outflows and altcoin ETF inflows with James Seyffart
• VirtualBacon: The Next Bull Market Is Here (Full Thesis)
• Peter Schiff on Strategy's Death Spiral, Gold's Negative Sentiment and AI Inflation
• Bitcoin treasury companies under stress: Strive's Ben Werkman
• How global regulation could become Ethereum's tailwind
• Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)
• 🚨LIVE: STRC Under $80?! Strategy FUD At ATHs! HOLD The Line! Fede & Kubi Join, Then Kled & Story
• The best crypto and AI investment, and whether Saylor is Bitcoin's biggest risk
• Is Strategy's Credit Machine Starting to Crack?
• Bitwise's Matt Hougan and Ryan Rasmussen on whether Bitcoin has bottomed
• The case that it is time to buy crypto, with John Gillen
• The New Fed, STRC Stress, and Hyperliquid’s Rise
• A New Era Is Beginning In Markets | Weekly Roundup
• Anthropic's Fable Banned, Will Microstrategy Blow Up & Structuring A Portfolio in 2026
• Strategy's STRC below $100: free money or a serious problem?
• Outdated Rules Are Holding Crypto Back
• Why institutions are turning toward Ethereum and Hyperliquid
• ETHMilan26 Dispersion of Return
• Three bullish signals hit at once: is the bull run back?
• Bitcoin's investment case in 2026: Fidelity Digital Assets on adoption and portfolios
• The SpaceX IPO and the opportunity it creates in crypto
• A Farewell to Boccaccio
• Is crypto the biggest contrarian bet in markets? Matt Hougan