Investigating crypto through the eyes of a seasoned hedge fund analyst. First principles approach to understanding and investing in crypto. All signal, no noise.
A seasoned analyst's take on crypto. I channel my near decade of hedge fund experience ($22bn BlueMountain Capital alum) into crypto research and writing.
Scenius' publications on Substack aim to provide readers and listeners with essential news and insights shaping the evolution of the blockchain/crypto industry.
We provide weekly analysis on the state of crypto fundamentals. Written by former institutional investors. Get the metrics that matter in one place with Artemis Sheets: https://www.artemis.xyz/sheets Get crypto data here app.artemis.xyz