A thematic, research-driven digital asset investment firm.
Joined September 2020
- Tweets256
- Following22
- Followers1.3K
- Likes504
Mixed macro signals have led to a sideways market but according to previous #BTC Halving pattern, we are on the verge of an uptrend. Plus, @aeroxyz is set to become the destination to trade anything on chain thanks to @coinbase , @UniversalAsset_ and @circle
The Weekly 302 - Uptober is challenged by the Middle Eastern conflict, but we remain optimistic about the liquidity outlook and @solana's progress in gaining institutional support.
The China stimulus that could lift crypto again, and the exciting developments at @Metaplex, which powers an end-to-end dev experience on @solana . decentralparkcapital.substac…
Our 300th Investment Weekly with fresh takeaways from #Token2049Singapore! decentralparkcapital.substac…
BTC retouching $60K despite a macro heavy week and why we think cbBTC launch is a big deal. See you at #Token2049singapore! decentralparkcapital.substac…
When market is down let's focus on builders + What metrics matter for fundamental analysis decentralparkcapital.substac…
Crypto closed the gap with the equities market as the Fed's speech brought clarity to the liquidity trajectory. decentralparkcapital.substac…
Crypto and Equities performance diverged but we have good reasons to believe crypto will come back. Plus @solana #DeFi is following Ethereum's footsteps for more yield opportunities decentralparkcapital.substac…
The risky market quickly recovered last week, and DeFi lending markets managed liquidations effectively under the stress test. However, we expect more volatility ahead. decentralparkcapital.substac…
We don't see any immediate concern of a US recession but the BOJ rate hike did trigger a significant selloff. decentralparkcapital.substac…
The macro outlook is improving, but what excites us most is the increase in DEX volume and market share, with @solana leading the gain and @JupiterExchange's Giant $GUMI ambitions. decentralparkcapital.substac…
An improved macro setup for a potential Q4 rally and ecosystems with real user adoption could position well for the upswing! decentralparkcapital.substac…
decentralparkcapital.substac… Solana Blink is set to level the playing field for @solana in user acquisition, competing with @base and @ton_blockchain, and turbo charging @solana's growth in this cycle.
A Tale of Two Cities for #CEX and #DEX Trading Volumes and the Hockey Stick Growth of the @ton_blockchain ecosystem. decentralparkcapital.substac…
Altseason needs more accommodative liquidity condition but Solana meme season has not shown signs of slowing down. @RaydiumProtocol and @metaplex stand to benefit from meme trading and issuance.
Crypto summer needs a more accommodative macro environment, but Onchain Summer has already started on @base. Turbocharged by Smart Wallet, it simplifies user onboarding and enables dApps like @MoonwellDeFi to provide a gasless experience for users. decentralparkcapital.substac…
decentralparkcapital.substac… Our @consensus2024 takeaways - how @solana can help both #TradFi and #DeFi and the potential of @base in building the NextGen infra while #TradFi FOMO into crypto
Regulatory tailwind for crypto, #ETH supply crunch and which assets could benefit most from the #ETH #ETF approval decentralparkcapital.substac…