비트코인 벨류에이션에 관해

https://decentralparkcapital.substack.com/p/on-bitcoins-valuation?utm_source=substack&utm_medium=email

Decentral Park Research

On Bitcoin's Valuation

Since my inaugural Glassnode guest research report on the state of Bitcoin three years ago, there has been much progress in how we think about value drivers and measures for the network. This piece revisits long-standing valuation methodologies as well as…

https://decentralparkcapital.substack.com/p/the-weekly-236?utm_source=substack&utm_medium=email

Decentral Park Research

The Weekly #236

Liquidity concerns upon a debt ceiling agreement may cause near-term headwinds but net positive growth of liquidity within the market cycle is around the corner - and that's all that matters.

마켓메이킹 101

https://medium.com/prestolabs/%EB%A7%88%EC%BC%93%EB%A9%94%EC%9D%B4%ED%82%B9-101-54477a892f23

Medium

마켓메이킹 101 (KR)

최근 크립토 시장에 여러 사건들이 발생하면서, 마켓메이커(Market Maker) 및 마켓메이킹(Market Making)에 대한 관심이 높아졌습니다. 그러나 대부분의 경우 마켓메이킹은 시세 조작, 특히 펌프 앤 덤프(Pump and Dump)의 창구로 오인되어 있으며, 마켓메이커들은 금융시장에서 “실제로” 어떤 역할을 하는가에 대한 올바른 정보가 부족한…

https://open.substack.com/pub/decentralparkcapital/p/the-weekly-234?r=1k162m&utm_campaign=post&utm_medium=web

Decentral Park Research

The Weekly #234

All eyes are on the Fed rate hike this week but the debt ceiling will be the only thing that matters for the cryptoasset market.

https://medium.com/decipher-media/%EC%98%A8%EC%B2%B4%EC%9D%B8-%EB%8D%B0%EC%9D%B4%ED%84%B0-101-a26d64a921f5

Medium

온체인 데이터 101

Written by 안수빈(Subinium), 김동혁(Declan Kim)

https://coinstack.substack.com/p/the-crypto-vc-list-2023

Substack

The Crypto VC List - 2023

The Top 300 Global Crypto VC firms by fund size and investment activity

https://decentralparkcapital.substack.com/p/the-weekly-229?utm_source=substack&utm_medium=email

Decentral Park Research

The Weekly #229

The banking crisis is a crypto crisis. It's also crypto's opportunity.

https://route2fi.substack.com/p/14-timeless-lessons-from-the-crypto?utm_source=substack&utm_medium=email

The Black Swan 📈

14 Timeless Lessons From The Crypto Market

Welcome back, anon! Seems like the January/February up only-market is gone, and we’re back to ranging around $20k. $BTC is only down 15% from the local 2023 top, but several altcoins are down 30-60% from their top this year (including my $CANTO-bag ;))