Catch up with us in our August recap 👇

1. Andrei Grachev, Managing Partner, was quoted in Cointelegraph on August's CPI print and its implications for the September Fed decision.

2. CoinDesk cited our research series Eyes on the Market on how AI has absorbed institutional and retail attention, and its effects on crypto market performance.

3. Andrei was also featured in CryptoSlate, framing the options market as constructive in positioning but defensive in pricing.

4. We published Eyes on the Market Vol. 17 - "Hawkish Guidance", covering how the Fed's July hold shifted the calculus for risk assets.

5. Eyes on the Market Vol. 18 - "Delayed Clarity" broke down crypto's best ETF week since April, and how ETH ETFs have started outpacing BTC in relative inflows since June.

6. Eyes on the Market Vol. 19 - "Staying Low" examined Wall Street institutions' Q2 crypto holdings. Most institutions increased positions against the broader trend.

7. Eyes on the Market Vol. 20 - "Changing Tides" covered the crypto breakout driven by Treasury buyback signals, regulatory tailwinds, and ETF inflows.

8. Eyes on the Market Vol. 21 - "Hike Fears Return" covered a flat week for BTC and equities as Warsh's Jackson Hole keynote repriced September Fed expectations. August closed as BTC's best month since October 2025.

9. DWF Ventures published a deep dive on tokenized collectibles. Gacha-style platforms have quietly become one of on-chain crypto's largest revenue categories, with Collector Crypt and Courtyard posting $260M+ in combined cumulative net revenue.

10. DWF Ventures also published a deep dive on social trading, examining how the copy-trade mechanic became one of the largest onboarding engines in finance.

11. We launched a new research series called S-Curve Breakdowns. The first edition covered prediction markets: why decades of attempts failed and how Kalshi and Polymarket finally broke through.

12. Falcon Finance announced its regulated pipeline for tokenized real-world asset issuance in El Salvador, starting with a tokenized GPU forward backed by anchor demand from NEAR AI.

See you in September 🛠