Re7 Capital

In this edition of "𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗹𝘆" by Re7 Research, we look into the latest developments in the digital asset market. We cover: 1️⃣ How sustained buy interest is being met with dwindling availability of supply on exchanges. 2️⃣ How Alts are winning in this environment. 3️⃣ Valuations being supported by sector growth like stablecoins and active user bases. ______________________________ Stay ahead of the curve with insights that matter. Cut through the noise with market-leading research from Re7. Read more and subscribe 👉 : https://lnkd.in/egcDNPY2 ______________________________ #DigitalAssets #Re7Research #Alts

📢 We are hiring! We are excited to announce another new role that’s just opened up at Re7 Capital: 🔔 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 Please apply via link below and join our dynamic and growing team 👇 https://lnkd.in/e5bXbMA7 #Re7Capital #Hiring

Best DeFi Yield Farming Award 🏆 We are very pleased to be recognised with the 'Best DeFi Yield Farming' award by The Digital Banker . This year’s awards program attracted over 620 entries from world-leading financial institutions, digital asset innovators, and infrastructure providers. "Being at the early inception of DeFi has led us to build robust and core expertise in this growing segment of the digital asset market, as well as our alpha generating strategies, and we are proud to be recognised for our performance and contribution to the sector." "While this award highlights our success in DeFi yield farming, it also reflects our broader mission: to craft market-leading strategies that deliver consistent, risk-adjusted returns across a range of opportunities." We are also proud to announce that our group AUM now exceeds $350m across our DeFi and Directional Strategies, generating returns in excess of +25% YTD (Market Neutral) and +43% (Directional) QTD respectively. Thank you to The Digital Banker, our clients, partners and Re7 team, for all their support and trust. Full Press release: https://lnkd.in/eWhzEhKa Evgeny Gokhberg, Jordan Walker _________ #Re7Capital #DigitalAssets #DeFiYieldManager

"Time in the market vs. timing the market" In this edition of "𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗹𝘆" by Re7 Research, we look at the nature of crypto bull markets and why being allocated matters for performance. We cover: 1️⃣ Altcoin dominance and its relationship with BTC/USD cycle breaks 2️⃣ How a few days drive outsized performance gains during alt/beta rallies _____________________ Stay ahead of the curve with insights that matter. Cut through the noise with market-leading research from Re7. Read more and subscribe 👉 :  https://lnkd.in/eG84qM6b _____________________ #DigitalAssets #Re7Research

📊 𝗖𝗵𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸: Centralised Exchange Monthly Volumes 📊 Crypto exchange volumes are back with a bang in November, marking a noticeable uptick compared to the quieter months of summer. But how does this compare to the last bull market? Volumes suggest we’re still in the early stages of growing participation... 1️⃣ Bitcoin Hits $91K Bitcoin recently reached an all-time high of $91K, dominating exchange activity and achieving approximately 60% dominance of the total crypto market capitalisation. 2️⃣ CEX Volumes: A Gradual Rebuild to $4tn? Exchange volumes are climbing again and trending upward. However, we remain far from the 2021 highs, suggesting that while optimism is returning, the market isn’t yet operating at full capacity. Retail participation remains relatively muted compared to 2021. App store rankings for platforms like Robinhood and Coinbase, often used as a proxy for retail engagement, are improving but have yet to reclaim their top spots in the overall download charts. Meanwhile, ETFs have emerged as an alternative access point for both retail and institutional investors, amassing over $90bn so far in US BTC ETFs (most successful ETFs ever) —a product that wasn’t widely available during the 2021 cycle. 3️⃣ Looking Ahead: Price Discovery and What’s Next BTC has entered price discovery after breaking its ATH, setting the tone for broader market participation. Historically, bull cycles have seen capital rotate from Beta assets like BTC into Altcoins as confidence builds across the ecosystem. With exchange volumes steadily increasing and new investment vehicles driving accessibility, we anticipate greater capital flows into the crypto sector. As the cycle progresses, this capital is likely to target diverse sub-sectors, driving performance dispersion—a dynamic that active managers are well-positioned to capitalise on. #ExchangeVolumes #BTC #DigitalAssets

WEB3 opportunities SURGE in a transforming political & market landscape: At this crucial juncture for digital assets—with 70% of the House and 60% of the Senate now taking pro-crypto stances—I'm pleased to invite you to a timely investor workshop: Beyond Blockchain & Bitcoin: How Re7 Capital Finds Real Value in Web3 Wednesday, November 27th, 11:00 AM ET / 4:00 PM GMT / 5:00 PM CET / 6:00 PM Riyadh / 7:00 PM Dubai More information, registration: https://lnkd.in/dAVMWPm The digital asset landscape is experiencing a perfect storm of catalysts: • Strong bipartisan support for crypto innovation • Potential streamlined legislation with unified congressional control • Growing institutional adoption • Ethereum generating $10bn revenue in record time • Historical patterns suggesting #altcoin outperformance as BTC reaches new ATHs Join Evgeny Gokhberg, Managing Partner and CIO of Re7 Capital, as he discusses: • Why We're at a Critical Inflection Point: - The impact of favorable regulatory developments - Why demographic shifts and institutional demand are reshaping the market - How current market conditions mirror previous cycles where alts outperformed #BTC by 5x • Re7's Unique Investment Approach: - Proprietary framework for identifying high-potential projects - Real-time monitoring of 500+ protocols - Case studies of successful investments - Five-layer risk assessment and mitigation strategy • The New #Web3 Paradigm: - Sovereign crypto adoption trends - Financial system integration - Evolution of Web2 to Web3 business models - Enhanced user monetization without middlemen Having navigated three full market cycles since 2016, Re7's founders bring unique insights into distinguishing genuine opportunities from market noise. Their research-driven approach across multiple blockchain ecosystems is particularly valuable as we enter this new phase of institutional adoption and regulatory clarity. Register: https://lnkd.in/dAVMWPm Space is limited to ensure meaningful discussion and Q&A opportunities. Can't attend live? Register to receive the recording and learn how Re7 Capital is positioning for this unprecedented market opportunity.

In this edition of "𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗹𝘆" by Re7 Research, we look at the broad market rally across crypto, as BTC continues to fresh ATH's of ~$90k. We look at: 1️⃣ The market signals pointing to institutions positioning into crypto. 2️⃣ Measuring the record-breaking demand for crypto and capital flows into the industry. 3️⃣ Market dispersion amongst sectors. ______________________ Stay ahead of the curve with insights that matter. Cut through the noise with market-leading research from Re7. Read more and subscribe 👉 : https://lnkd.in/ek9q9vmB ______________________ #DigitalAssets #Re7Research #Bitcoin

📊 𝗖𝗵𝗮𝗿𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸: Market Dispersion and Active Management 📊 In our charts this week, we highlight the theme of 𝗱𝗶𝘀𝗽𝗲𝗿𝘀𝗶𝗼𝗻 in digital asset performance across various sectors. Month-to-date (November), only 10 out of 22 macro sectors (45%) have so far outperformed beta (BTC).. Looking back over the course of the month (1M: Weighted Avg), you can observe the largest losers printing -14% while the largest gainers were up +30%. In other words, we saw a market-wide sector performance delta of >45%. A fundamentally driven approach to crypto investing allows investors to determine (and therefore get exposure to) what drives value in this market, favouring active long managers who can proactively position into the more performant segments of the market. History shows us that investors rotate of capital from Beta (BTC) to Alts through bull cycles. With the onset of many new investment products and a potentially more favourable US regulatory environment, we expect to see greater allocation of capital to the crypto sector and expect that capital to seek out further sub-sector opportunities, as we move through the cycle, reinforcing performance dispersion that active managers can capitalise on. #Dispersion #ActiveVsPassive #COTW

In this edition of "𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗹𝘆" by Re7 Research, we review the state of the crypto markets, as we reach approach new ATHs in BTC and the upcoming US election result. We cover: 1️⃣ Crypto markets ahead of the US election. 2️⃣ The growing MEV market opportunity. 3️⃣ Why markets like MEV are not born equally across ecosystems. _________________ Re7 is 𝗛𝗶𝗿𝗶𝗻𝗴 ! We are looking for a talented 𝗗𝗲𝗙𝗶 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 person to support the Re7 Group, scale its vaults, establish partnerships and source crypto clients who could benefit from Re7’s product suite. Apply here: https://lnkd.in/eb8hCj4k _________________ Stay ahead of the curve with insights that matter. Cut through the noise with market-leading research from Re7. Read more and subscribe 👉 : https://lnkd.in/eXB4X7dZ #DigitalAssets #Re7Research #ElectionDay

In this edition of "𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗹𝘆" by Re7 Research, we review how the market is signalling a broad re-positioning, with equities at all-time highs, rising yields and inflation hedges catching a strong bid. We cover: 1️⃣ The broad shift in investor positioning towards higher-yield opportunities. 2️⃣ Resurgence of Solana DEX market share amid rising interest. 3️⃣ All-time-high fundamentals underpinning growing market momentum. ______________________ Stay ahead of the curve with insights that matter. Cut through the noise with market-leading research from Re7. Read more and subscribe 👉 : https://lnkd.in/eNM8_rx6 ______________________ #DigitalAssets #Re7Research #Macro