Catch up with us in our July recap 👇

1. Andrei Grachev, Managing Partner, was featured in Yahoo Finance and CCN discussing Strategy's Bitcoin sales and long-term effects, noting that markets are pricing clarity over volume.

2. Andrei was also quoted in CoinDesk on the Fed's interest rate decision, framing it as the Fed prioritizing its inflation mandate over growth concerns.

3. Artem Tolkachev, Chief RWA Officer at Falcon Finance, published an op-ed in CoinDesk arguing that collateral, not yield, will decide which stablecoins win.

4. Martin Lee, Content & Market Insights Lead, was quoted in CoinDesk on how weekend perps are reshaping oil markets. Weekend share has grown 25% since March.

5. We published Eyes on the Market Vol. 14 - "The Bid That Got Pulled", covering what happens when liquidity retreats faster than sentiment turns.

6. Eyes on the Market Vol. 15 discussed how and why market structure can shift even when the macro picture doesn't.

7. Eyes on the Market Vol. 16 - "Falling in Line" covered a red week across crypto and tech, investigating the size of BTC's drawdown relative to equities.

8. DWF Ventures published new research on prediction markets, examining the trade-off between commercial growth and forecasting accuracy.

9. DWF Ventures also published a deep dive on RWA perpetuals, covering the state of the market and where success lies in the future.

10. Falcon Finance launched the Falcon Card, extending collateral to USDf and into real-world spending. The stablecoin stack now has a payment rail.

11. We renewed our strategic partnership with the DMCC Crypto Centre, continuing support for projects in the UAE through fundraising, advisory, and ecosystem initiatives.

12. Andrei Grachev and Alessia Baumgartner will be at Blockchain Life 2026 in Dubai on December 1-2.

13. Lingling Jiang will be speaking at the Digital Asset Yield Summit during TOKEN2049.

See you in August 🛠