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Investment Memos

The current state of the crypto market highlights Bitcoin's resilience and the potential for strategic investments in BTC, ETH, and SOL, driven by macroeconomic factors and evolving market conditions.

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Master market trends with Stan Weinstein's Stage Analysis, a straightforward framework that categorizes asset price movements into four distinct stages, guiding investors on when to accumulate, ride, distribute, and avoid losses.

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Coinbase's Q2 2025 results reveal a significant shift in the crypto landscape, highlighting a decline in centralized exchange trading and a rise in decentralized finance. Insights from the exchange's performance provide critical guidance for founders and investors navigating the evolving market dynamics.

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A sudden market pullback reveals the fragility of recent gains, driven by macroeconomic realities, policy shifts, and investor sentiment. The surge in Figma's valuation highlights the risks of overexuberance in an overheated market.

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Figma's IPO marks a significant moment in the tech landscape, revealing its valuation, fundraising goals, and implications for investors. The company aims to raise \$1 billion with a valuation of \$16.4 billion, making it a critical event for designers and the SaaS industry.

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Between 2023 and 2025, the cryptocurrency market has experienced unprecedented fragmentation and chaos, presenting immense challenges and opportunities for investors. This article analyzes the performance gap between Bitcoin and altcoins and the underlying structural factors, offering profound insights and observational frameworks for future investment.

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Talus Network secures a $6M investment round at a $150M valuation, focusing on AI smart agents and leveraging the MoveVM for optimal blockchain performance.

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