A thematic, research-driven digital asset investment firm.
Joined September 2020
- Tweets 256
- Following 22
- Followers 1,272
- Likes 504
7 Photos and videos
14 Oct 2024
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, @AerodromeFi is set to become the destination to trade anything on chain thanks to @coinbase , @UniversalAsset_ and @circle
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7 Oct 2024
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.
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30 Sep 2024
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…
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24 Sep 2024
Our 300th Investment Weekly with fresh takeaways from #Token2049Singapore! decentralparkcapital.substac…
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15 Sep 2024
BTC retouching $60K despite a macro heavy week and why we think cbBTC launch is a big deal. See you at #Token2049singapore! decentralparkcapital.substac…
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9 Sep 2024
When market is down let's focus on builders What metrics matter for fundamental analysis decentralparkcapital.substac…
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26 Aug 2024
Crypto closed the gap with the equities market as the Fed's speech brought clarity to the liquidity trajectory. decentralparkcapital.substac…
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19 Aug 2024
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…
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12 Aug 2024
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…
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5 Aug 2024
We don't see any immediate concern of a US recession but the BOJ rate hike did trigger a significant selloff. decentralparkcapital.substac…
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30 Jul 2024
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…
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22 Jul 2024
An improved macro setup for a potential Q4 rally and ecosystems with real user adoption could position well for the upswing! decentralparkcapital.substac…
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1 Jul 2024
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.
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24 Jun 2024
A Tale of Two Cities for #CEX and #DEX Trading Volumes and the Hockey Stick Growth of the @ton_blockchain ecosystem. decentralparkcapital.substac…
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17 Jun 2024
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.
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10 Jun 2024
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…
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3 Jun 2024
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
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27 May 2024
Regulatory tailwind for crypto, #ETH supply crunch and which assets could benefit most from the #ETH #ETF approval decentralparkcapital.substac…
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