Investing
Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.
792 talks
- Five Bitcoin bear cases examined: Sam Callahan
- Did Saylor trigger the selloff? Bitcoin, ETF outflows and AI as a store of value
- Bitcoin ETF outflows and what ETF investors are actually doing
- Is Bitcoin still the best bet in crypto? Jamie Coutts weighs in
- Blockchains Are Central to the Future of Finance and Agentic AI
- Fireside Chat: Ethereum, TradFi and Physical Infrastructure with Sam Tabar and Adam Wozney
- Fireside Chat: Coinbase Ventures, M&A and Decentralization with Shan Aggarwal and Haseeb Qureshi
- Why Bitcoin keeps losing and where it bottoms next, with John Gillen
- Fireside Chat: Institutional Ethereum Adoption with Robbie Mitchnick and Matt Sheffield
- Investing for the Tokenization Vision
- Fireside Chat: USDC, Crypto Startups and Y Combinator with Nemil Dalal and Kartik Talwar
- Why Crypto Is Losing the Momentum Trade to AI Stocks Right Now
- Eric Jackson on spotting beaten-down assets with AI models
- Ethereum's identity crisis and the case for a second foundation
- Why institutions need privacy to move onchain
- Hyperliquid, Venice and Zcash: the Milk Road PRO analysts on cycle leaders
- Why the next crypto winners may not be layer 1s
- Prediction markets and why crypto apps may outgrow their networks
- Is this the last big Bitcoin dip before new highs? with John Gillen
- Bitcoin flashes 2022-style signals: Julio Moreno on a possible bear market rally
- Why Bitcoin adoption is becoming inevitable, with Ric Edelman
- John Gillen on the hidden bear market theory for crypto
- Bitcoin's setup versus previous cycles: Matt Crosby
- The biggest crypto narrative shift since Bitcoin ETFs