Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
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Coinbase Targets Offshore Amid Falling Volumes
Since the start of 2022, Coinbase’s share of volumes has almost halved, falling from 10% to 5% while Binance gained as much as 30% market share...
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Binance Market Share Tumbles 16%
The banking crisis and ongoing regulatory crackdown have upended crypto market structure, leaving an uncertain dynamic among the world’s largest...
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USDC's Depeg Or: How I Learned to Stop Worrying and Trust the Bots
While the market seems to have shrugged it off, crypto – and DeFi in particular – survived an existential risk over the weekend.
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The Aftermath: What Happened to USDC?
As of Sunday night, we know that Circle's reserves are safe, but over the weekend both centralized and decentralized markets descended into chaos.
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