Regulatory tailwind for crypto, #ETH supply crunch and which assets could benefit most from the #ETH #ETF approval decentralparkcapital.substack.com/p/the-weekly-2…

decentralparkcapital.substack.com/p/the-weekly-2… Our Consensus2024 takeaways - how Solana can help both #TradFi and #DeFi and the potential of Base in building the NextGen infra while #TradFi FOMO into crypto

Crypto summer needs a more accommodative macro environment, but Onchain Summer has already started on Base. Turbocharged by Smart Wallet, it simplifies user onboarding and enables dApps like Moonwell to provide a gasless experience for users. decentralparkcapital.substack.com/p/the-weekly-2…

Altseason needs more accommodative liquidity condition but Solana meme season has not shown signs of slowing down. Raydium and Metaplex 🦾 stand to benefit from meme trading and issuance.

A Tale of Two Cities for #CEX and #DEX Trading Volumes and the Hockey Stick Growth of the TON 💎 ecosystem. decentralparkcapital.substack.com/p/the-weekly-2…

decentralparkcapital.substack.com/p/the-weekly-2… Solana Blink is set to level the playing field for Solana in user acquisition, competing with Base and TON 💎, and turbo charging Solana's growth in this cycle.

An improved macro setup for a potential Q4 rally and ecosystems with real user adoption could position well for the upswing! decentralparkcapital.substack.com/p/the-weekly-2…

The macro outlook is improving, but what excites us most is the increase in DEX volume and market share, with Solana leading the gain and Jupiter (🐱, 🐐)'s Giant $GUMI ambitions. decentralparkcapital.substack.com/p/the-weekly-2…

We don't see any immediate concern of a US recession but the BOJ rate hike did trigger a significant selloff. decentralparkcapital.substack.com/s/the-weekly

The risky market quickly recovered last week, and DeFi lending markets managed liquidations effectively under the stress test. However, we expect more volatility ahead. decentralparkcapital.substack.com/p/the-weekly-2…

Crypto and Equities performance diverged but we have good reasons to believe crypto will come back. Plus Solana #DeFi is following Ethereum's footsteps for more yield opportunities decentralparkcapital.substack.com/p/the-weekly-2…

Crypto closed the gap with the equities market as the Fed's speech brought clarity to the liquidity trajectory. decentralparkcapital.substack.com/p/the-weekly-2…

When market is down let's focus on builders + What metrics matter for fundamental analysis decentralparkcapital.substack.com/p/the-weekly-2…

BTC retouching $60K despite a macro heavy week and why we think cbBTC launch is a big deal. See you at #Token2049singapore! decentralparkcapital.substack.com/p/the-weekly-2…

Our 300th Investment Weekly with fresh takeaways from #Token2049Singapore! decentralparkcapital.substack.com/p/the-weekly-3…

The China stimulus that could lift crypto again, and the exciting developments at @Metaplex, which powers an end-to-end dev experience on Solana . decentralparkcapital.substack.com/p/the-weekly-3…