Archimed Capital
Benjamin, Archimed CapitalArchimed Capital research hub
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 130 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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archimed.substack.comLatest Issues
The Insider
In last week’s, Insider - The Bounce needs flow, we argued that crypto was in a bottoming process, not in an all-clear. That remains the right frame. The bounce never really earned the right to become a trend, and this week the missing ingr...
Fund Background
Our thesis for crypto & AI and where we believe value will accrue
The Internet of Value meets the Age of Intelligence
The point, up front
Two technologies are reshaping the economy at once: blockchains, which give the world a na...
The Insider
In last weeks The Insider - Technical Reversal, we said the market was in a bottoming process, not an all-clear. That is still the right frame. The bounce arrived exactly where it should have: after a washout, after positioning got cleaned...
The Insider
Last week’s, Insider - Air Pockets, we framed the market as a bottoming process, not an all-clear. That still looks right in our view. We expected a bounce, and we got one. BTC reclaimed the low $60k area and total market cap ex stablecoins...
The Insider
Last week was not a pullback. It was a liquidation.
Total crypto market cap fell 12.8%. BTC was down 13.7%, ETH down 19.3%, and SOL down 20.8%. Total market cap now sits around $2.11T, down 52% from the October ATH and 30% from the 2021 AT...
Key Facts
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| Subscribers | Engagement | 64 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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Research @ Archimed Capital
Backing Web3 Builders
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