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.
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.
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.
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, 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.
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.
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.
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.
In this week's Crypto Long & Short, Ben Nadareski writes that to win over big investors, DeFi builders must act like accountable money managers, not just software developers. Then, Stephen Stonberg says that bitcoin holders can survive crashes and protect their assets by earning income through reinsurance.
In this week's Crypto Long & Short, Ravi Tanuku on why the GENIUS Act didn't just regulate stablecoins, it repriced Bitcoin's monetary premium. Then, Jesper Johansen on why looped ETH staking no longer needs a lending market.
In this week’s Crypto Long & Short Newsletter, Alec Beckman on why BTC-backed lending is not a crypto story, but a capital efficiency story. Then, Serena Sebastiani on how stablecoins aren’t a crypto product; they’re becoming the settlement infrastructure global finance forgot.
In this week’s Crypto Long & Short Newsletter, Dovile Silenskyte provides an alternative to the “bitcoin as a risk asset” narrative. Then, Joshua de Vos shares insights and analysis on global exchanges.
In this week’s Crypto Long & Short Newsletter, Maxime Seiler notes that weak crypto prices mask adoption, making yield strategies the main trade. Then, Kavita Maharaj‑Alexander writes on crypto’s next phase being driven by proving compliance in practice, elevating the infrastructure providers that enable it.
In this week’s Crypto Long & Short Newsletter, Jordan Brewer writes on the missing piece in token markets: institutional-grade investor relations. Then, Martin Burgherr breaks down how crypto markets are maturing, becoming more efficient and lower risk for institutions.
In this week’s Crypto Long & Short Newsletter, Jennifer Rosenthal writes on the need to protect the people actually building DeFi infrastructure. Then, Alexis Sirkia comments on how Ethereum's L2 strategy is failing due to a fundamental design flaw.
In this week’s Crypto Long & Short Newsletter, Tricia Gallagher writes how the fix for broken digital identity systems will need to be state-led and user-controlled.
In this week’s Crypto Long & Short Newsletter, Bob Williams covers how stricter crypto regulations in Asia are putting more personal responsibility on senior leaders, making strong governance and D&O insurance essential. Then, the FBI’s Haidy Grigsby writes on how crypto scams are increasingly targeting experienced investors by building trust and tricking them into making larger deposits until their money is gone.
In this week’s Crypto Long & Short Newsletter, Nilmini Rubin writes on the challenge facing crypto and traditional markets to create a hybrid, shared governance structure. Then, Meredith Fitzpatrick covers how financial institutions must fundamentally rethink AML risk as crypto and TradFi converge.
In this week’s Crypto Long & Short Newsletter, Ryan Kirkley writes on how crypto prediction markets can risk incentivizing manipulation and amplify misinformation at scale.
In this week’s Crypto Long & Short Newsletter, Sylvia To on AI agents choosing denationalized money.
In this week’s Crypto Long & Short Newsletter, Martin Gaspar on how bitcoin looks to overcome quantum fears, echoing past climate backlash.
In this week’s Crypto Long & Short Newsletter, Gregory Mall of Lionsoul Global on how ETFs have shifted a growing share of bitcoin volatility into U.S. equity options markets.
In this week’s Crypto Long & Short Newsletter, Leo Mindyuk of ML Tech writes that while crypto markets look liquid on paper, executable liquidity at scale is more fragmented and more fragile than most institutions assume.
In this week’s Crypto Long & Short Newsletter, Haider Rafique of OKX shares a firm study on the generational perspectives of crypto investing. Then, Sky defies 2026 downturn in Chart of the Week.
In this week’s Crypto Long & Short Newsletter, Marcin Kazmierczak writes on risk ratings and how they are central to capital being deployed on-chain.
Then, Andy Baehr says Bitcoin has some 'splaining to do.
In this week’s Crypto Long & Short Newsletter, David Mercer of LMAX Group writes on tokenization and capital markets that won’t sleep. Then, Andy Baehr looks ahead to crypto’s “sophomore year.”
In this week’s Crypto Long & Short Newsletter, Josh Olszewicz of Canary Capital writes about equities, liquidity and crypto’s early — but still tentative — signs of a bullish turn. Then, Joshua de Vos examines ten major blockchain ecosystems and the trends to watch as we head into 2026.
In this week’s Crypto Long & Short Newsletter, Adeniyi Abiodun predicts that 2026 is the year Wall Street starts building on blockchain, not around it. Then, Andy Baer’s first Vibe Check of the year, reviewing the crypto’s quarterly mood swings in 2025 and the energetic start to 2026.