European and American funds

Greeks.Live: The return of European and American funds provides significant support for BTC, and a continued rebound is expected this week

ChainCatcher news, Greeks.Live analyst Adam posted on social media that as European and American traders return to the market, the flow of cryptocurrency and traditional funds is restarting, and the market is expected to continue rebounding this week. Trump will officially take office as President of the United States later this month, and market sentiment is generally optimistic.Adam pointed out that this Friday's unemployment rate and non-farm data will be one of the most important macro data points before Trump's inauguration, second only to next week's CPI data.In terms of market outlook, the return of European and American funds provides significant support for BTC, while altcoin markets have not fully launched, with only a few sectors like AI performing well. Large holders and institutions have ample margin, and there has been a recent increase in large bullish options transactions. From an event-driven perspective, options at the end of January are relatively undervalued, while those in March are relatively overvalued.Important events this week include:January 7: NVIDIA CEO Jensen Huang will deliver the opening keynote speech at the CES conference in Las Vegas.January 8: The United States will announce the December ADP employment numbers and the initial jobless claims for the week.January 10: The United States will release the December unemployment rate and seasonally adjusted non-farm payroll data.

IOBC Capital Partner: European and American funds are squeezing the survival space of Asian funds, and IR will become increasingly important

ChainCatcher news, IOBC Capital partner Alva Xu shared his insights on Token2049 on the X platform, noting several changes in the Crypto primary market from the perspective of an active Crypto LP:Some large funds from Europe and the United States are accelerating their fundraising efforts, and their commitment and focus indicate their determination to compete fiercely with Asian LPs. The conversation afterward was not exciting; AUM is the enemy of venture capital funds.European and American funds are squeezing the survival space of Asian funds, and LPs are becoming as valuable as quality developers, so IR will become increasingly important in the future.In today's market shift, some GPs are showcasing various strategies, such as buying OTC shares, pushing into the secondary market, and incubating projects. The core purpose is to prove they can outperform Bitcoin returns, and isn't the essence of venture capital to support great companies early on? Therefore, these flashy strategies might be less effective than returning to the original mission, which can resonate more with investors.In light of the current situation, this LP offered three suggestions for fund fundraising:Do not emphasize financial returns and DPI, as LPs can directly buy ETFs or hold BTC.Position yourself as an explorer in the industry; a strong desire for exploration and having your own worldview can better impress LPs, after all, investing in a company represents the kind of world you want to build.Conduct due diligence on each LP's strategic planning; understanding LPs' strategic investment layout is very important.
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