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Boop.Fun leading the way with a new launchpad on Solana.
Tom Dunleavy
Head of Venture @ Varys Capital | Ex: Sr. Analyst @ Messari | CFA/CAIA | NFA |
TG: dunleavy89 for dms
Tom Dunleavy kirjasi uudelleen
SBET has issued over 51m shares for $984m in proceeds over the last six weeks, equivalent to 58% of the current market cap
The proceeds were used to purchase what is now $1.6b of ETH
The ATM facility expanded from a $1b cap to $6b on July 24, enabling another $5b of share issuance. We can see Sharplink intends to drip shares onto the market each week at a rate of 3-10% of trading volume
SBET saw $3.7b in trading volume this week, so I'm estimating approx $110-$180m of shares were sold (3-5% of volume)
If you assume nothing breaks (!!), they are on pace to purchase another $3b of ETH this year
9,62K
Awesome thread on illiquidity, and the HF/VC tradeoffs
1.8. klo 02.14
Market sentiment has shifted meaningfully against crypto venture funds and in favor of liquid managers
Last week a prominent liquid fund blew up and liquidated its assets, reigniting this debate
1/ A jumbled defense of the role that venture funds play in crypto
1,17K
Pretty impressive that the Trump Admin hit almost all the timelines they laid out
11.4.2025
A few bullet points summarizing my conversations in DC regarding crypto legislation:
-Stablecoin legislation AND market structure targeted for August 1. Staffers confident in achieving both by this deadline.
-Bitcoin strategic purchases still on the table. Some individuals confident we can get it done through the national security angle. Some big names will speak to Congress re the security issue in the coming months
-Huge "book" of new rules and guidance coming out of the Trump admin targeted for late July. Agencies can fall in line or EO will force them to.
-The push by more centralized L1s in DC is very very real. This needs to be checked by the industry.
-Consistent and vocal support for onshoring crypto businesses. Incentives are on the table.
1,42K
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