VC Deals
Total 709 Intelligence Reports
Jun 18, 2026
Aave Valuation Metrics Shift Focus: Institutional models are unmasking the facade of crypto speculation.
Grayscale’s new cash-flow framework for Aave signals a major shift toward disciplined, fundamental protocol va…
Jul 16, 2026
Japan delays its new crypto tax cut: Policy lag stalls retail capital
Japan passes Bill 57 moving crypto to FIEA, but the anticipated 20% tax rate faces a potential implementation …
May 14, 2026
Solana sees funds accumulating assets: Amid market retreat, smart capital takes edge
Solana ETFs record $90M inflows pushing SOL to 4-month highs, signaling institutional conviction despite broad…
May 14, 2026
CLARITY Act Signals Market Maturity: Capital inflows pivot on regulatory certainty.
Hashdex CIO Samir Kerbage argues the CLARITY Act is an institutional activation event, creating a vital compli…
May 14, 2026
Nakamoto Revenue Surge Masks Cash Burn: Aggressive expansion hides a capital undertow, 284 Bitcoin liquidated
Nakamoto's Q1 revenue surges 500% but the firm bleeds cash, selling 284 Bitcoin to cover operations. Its stock…
May 14, 2026
Strategy's STRC funding loop costs rise: The dividend loop masks an escalating balance sheet burden.
MicroStrategy's STRC preferred stock fuels mid-month Bitcoin rallies. But this funding loop is piling on costs…
Aug 13, 2026
Multicoin exits Solana treasury firm: Quiet 27M Debt-Funded Split
Multicoin Capital has finalized its exit from Forward Industries, the $1.65 billion Solana treasury giant it h…
Aug 13, 2026
DATA Foundation masks token lockups: The Trust-Me Vesting Facade
DATA Foundation's unverified decision to delay its August 2026 insider token unlock by 18 months exposes a dan…
Aug 13, 2026
XRP Faces Severe Legislative Delays: Why $1 is a Liquidity Illusion
XRP clings to the critical $1 threshold by a single cent as the Senate’s legislative recess leaves the vital C…
Aug 13, 2026
FG Nexus abandons Ethereum treasury: The 45M corporate yield illusion
FG Nexus capitulating on its Ethereum treasury strategy at a staggering $45 million loss exposes the brutal re…
Aug 13, 2026
Metaplanet Burns Balance Sheet Reserves: A leveraged credit binge exposes the structural fragility behind corporate Bitcoin accumulation strategies
Metaplanet's aggressive Bitcoin acquisition strategy faces severe valuation hurdles as yen depreciation and ex…
Aug 13, 2026
Micron Stock Surges 189 Percent: Wall Street sees 70% upside as the AI memory crunch redefines capital ceilings.
Micron stock holds near $911 after a massive 189% rally driven by the AI memory shortage, with Wall Street ana…
Aug 13, 2026
XRP Whales Absorb Sub 1 Dollar Panic: A Critical Decoupling Signal
While retail and derivative traders dump XRP below the crucial $1 mark, on-chain data exposes a massive instit…
Aug 13, 2026
SpaceX stock rallies on AI deficits: Half-Trillion Dollar Illusion
SpaceX (SPCX) just added a staggering $500 billion in market valuation following the release of Grok 4.6, desp…
Aug 13, 2026
Senate Stalling Spurs Capital Flight: How AI Agents Bypass Washington
As the stalled Clarity Act drives capital to offshore havens like the Caymans, the 2026 Rare Evo Conference hi…