The Year Ahead – Jan 2023 Following what was a difficult year for the blockchain industry in 2022, we discuss some of the major events in a year-in-review recap. The investment team also shares their perspectives on how 2023 may unfold, including insights into which sectors we are monitoring for potential growth. Founder and Managing Partner Dan Morehead also discusses his view on the digital asset markets in the broader macro context.
The Seventh Bull Cycle – Feb 2023 Various members of the investment team reflect on prominent themes within our industry, including how trust can be rebuilt in CeFi, the evolution of consumer applications such as gaming and metaverse experiences, as well as blockchain infrastructure developments. This edition also overviews Bitcoin price cycles, contextualizing where we are in the broader arc of the digital asset markets.
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