In this week's Crypto Long & Short, Varun Datta of Truth Ventures writes that crypto venture capital's retreat to later-stage deals is a consensus trade dressed as discipline. With proven companies taking 57% of last quarter's capital, he argues the founding-stage gap is where the returns are, and lays out three things to look for.
In this week's Crypto Long & Short, CoinDesk's Joshua DeVos writes that demand for tokenized equities is accelerating fast, from $16 billion to more than $590 billion in perpetual futures in a single year, but that the headline growth hides the question that matters most. Two tokens can trade under the same ticker while granting entirely different rights, and the structure underneath, whether it conveys real ownership or a synthetic claim, determines the risks and protections a holder actually has.
Banks are moving deposits on-chain using permissioned systems, not open ones. See why privacy and compliance dictate this path in this week's newsletter.
In this week's Crypto Long & Short, Solstice Finance's David Plisek argues that most of the money lost in DeFi this spring wasn't taken by hackers but by yield strategies that quietly stopped working. Looking at April's $13 billion drawdown, he shows that a headline yield number reveals almost nothing about whether it will hold under stress, laying out four questions an allocator should ask before committing capital.
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In this week's Crypto Long & Short, LMAX Group's Jenna Wright argues that markets break down not from too little capital but from capital stuck in the wrong place, trapped by settlement cycles while risk reprices by the minute. She makes the case that stablecoins and tokenization are quietly becoming the plumbing that lets money move as fast as the risk it supports.
You’re reading Crypto for Advisors, CoinDesk’s weekly newsletter that unpacks digital assets for financial advisors. Subscribe here to get it every Thursday.
In a follow-up to his essay on sizing crypto risk, Lionsoul Global's Gregory Mall backtests bitcoin in a 60/40 across bull, bear and sideways regimes, showing how a straight bitcoin position, a large-cap basket and a trend-managed sleeve part ways and why the way you hold bitcoin can matter as much as how much you hold.
In this week's Crypto Long & Short, Immunefi's Mitchell Amador writes that most of 2026's stolen crypto is leaving through keys, signers and governance, not contract bugs, and explains why “we were audited” was never the same as “we are safe.”
In this week's Crypto Long & Short, Lionsoul Global’s Gregory Mall writes that the primary crypto allocation decision is size, not selection.
Strengthening defenses against AI fraud
In this week's, Morgan Stanley’s Denny Galindo writes that as the crypto market expands, solana has historically been a better portfolio diversifier than ether, despite being more volatile.
ETFs face record outflows
In this week's Crypto Long & Short, FalconX’s Gaspar Martin writes that BTC is reaching a market bottom and is poised for a turnaround.
Solana (SOL) gained 4.5%, joining Aave (AAVE) as a top performer.
Your bitcoin isn’t just an asset; it’s a future. Ensure your loved ones can access it with a solid inheritance plan for when you're no longer here.
Bitcoin Cash (BCH), up 5.8% from Wednesday, joined Aave (AAVE) as a top performer.
In this week's Crypto Long & Short, Nonco’s Caue Teixeri makes the case that regardless of which coin ultimately wins, infrastructure is the prevailing currency in digital assets. Then, using CoinDesk's liquidation feed, Liquibit Capital's Alen Pavlović finds that June's forced selling peaked near $68,000, days before bitcoin actually bottomed.
Internet Computer (ICP), up 2% from Tuesday, joined Aave (AAVE) as a top performer.
Bitcoin’s 4-year cycle makes DCA costly. Learn why a cycle-smart strategy is essential for advisors to better manage volatility and maximize client returns.
Internet Computer (ICP) fell 4.1% and Sui (SUI) dropped 4%, leading the index lower from Wednesday.
In this week's Crypto Long & Short, trusted indexes turn fragmented digital assets into a mature market that big institutions can confidently invest in, writes Kirsten Wegner. Then, the division between traditional finance (TradFi) and crypto is disappearing, says Dave LaValle, President of CoinDesk Data & Indices.
Cardano (ADA), down 2.8%, was also among the underperformers.
Stellar (XLM), up 2.7% from Monday, joined Uniswap (UNI) as a top performer.
Near Protocol (NEAR), up 22.2% from Friday, was also a top performer.
Cronos (CRO), down 1.4% from Thursday, was also an underperformer.