Inside The War Machine: The US Aerospace and Defense Sector

June 3, 2022 in Signal from Noise

The conflict in Ukraine has been a critical negative catalyst for markets. However, some industries like US Aerospace and Defense are poised to benefit from the watershed moment. We explore vital considerations in this industry and map out which companies may benefit from the conflict. We give an update on the changing character of the war as well.  There are …

Backing Funds Is The New Holding Cash

May 27, 2022 in Uncategorized

In a week very similar to last, venture capital money was heavily focused on backing new funds as opposed to investing in projects. Projects raised a total of $600 million, with CeFi projects getting the biggest share of the pie at $197 million. Infrastructure and DeFi followed up at $122 million and $111 million, respectively. Web3 and Metaverse/Gaming both raised …

Pumping the Brakes

May 20, 2022 in Crypto Funding Friday

Venture Capital slowed down the money printer by 58% compared to last week, raising $462 million for this week. The number of projects funded (32) was still relatively elevated, but there weren’t any big-ticket deals that broke $100 million – there were four deals above $100 million last week. Similar to the week prior, Infrastructure startups led the raises with …

Decoupling VC From The Market

May 13, 2022 in Crypto Funding Friday

This week, venture capital apparently didn’t read any of the crypto news, nearly doubling last week’s fundraising total when the market dropped 25% over the previous seven days. There was a solid distribution across sectors in a week that saw $1.1 billion raised across 43 projects, though Infrastructure took the top spot at $390 million. CeFi raised $249 million, with …

Less Mining, More NFTs

April 29, 2022 in Crypto Funding Friday

This week, twenty-six crypto companies raised money through venture capital firms, totaling $622 million. NFT projects received over half of the pool at $319 million. In a relatively slow week for Infrastructure startups, they raised $125 million, followed by DeFi ($113 million), CeFi ($34 million), and lastly, Web3 ($33 million). Additionally, three new funds launched this week with a combined …

Five Stocks For Seasonal and Style Factors

in Signal from Noise

Key Takeaways Identifying economic trends is critical to entering and exiting positions. We take you through some of our process for identifying beneficiaries of tactical themes in our Granny Shots portfolio. Keep in mind the importance of not shouting at the market, regardless of circumstances. Remember in investing that less can often be more. We show you how successful active …

Into the Metaverse (But Not Adidas’)

in Crypto Funding Friday

Venture Capital Deals Swoops is an NFT-based fantasy basketball game where each basketball player is minted as an NFT that can be purchased, traded, staked, etc. The startup raised $3.5 million in a Series A led by Courtside Ventures and Alpaca VC. Other participants in the round included Slow Ventures, Red Beard Ventures, and a few individual investors like Jason …

VCs Target Infrastructure with a Hint of DeFi

April 1, 2022 in Crypto Funding Friday

Venture Capital Deals zkLend is an Ethereum-based crypto money market similar to Aave and Compound, but will use zero-knowledge rollups to allow users to borrow and lend liquidity without broadcasting identifying information to the Ethereum chain. The project raised $5 million in a seed round led by Delphi Digital with participation from Starkware, Three Arrows Capital, and Alameda Research, among …

One for the Record Books

March 25, 2022 in Crypto Funding Friday

Venture Capital Deals Yuga Labs is an NFT/metaverse developer most widely known for creating the Bored Ape Yacht Club NFT collection, the largest NFT collection by market cap at over 1 million ETH (~$3 billion at the time of writing). Yuga raised $450 million in a funding round that valued the company at $4 billion. The round was led by …