This week, we explore Fasanara’s approach to trading—how they identify inefficiencies, their evolving strategies, and what’s next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.
Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non-farm payrolls. In tokenization developments, we discuss Visa’s Tokenized Asset Platform, Mastercard’s blockchain-powered payment network, and the evolving stablecoin landscape.
In the onchain section, we track TVL changes across major protocols, Ethereum’s DEX dominance over Solana, and Walrus Storage’s mainnet launch. Finally, we highlight key upcoming catalysts, including the FTX claims process starting on May 30th and broader market implications.
Topics Covered:
Host:
Ben Floyd, Head of Execution Services
Special Guest:
Alessandro Balata, Partner and Portfolio Manager at Fasanara Digital
Speakers:
David Duong, Head of Institutional Research
David Han, Research Analyst
Georg Toropov, Senior CES Sales Trader
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