Deep Dives
Comprehensive analysis of each acquisition target covering market position, competitive moats, team assessment, and strategic fit.
CoinGecko
Crypto data aggregator with exceptional scale (40M MAU), strong brand recognition, and clear path to trading revenue through embedded buy/sell functionality.
Stocktwits
Social trading platform with highly engaged community (47% DAU/MAU), strong intent signals, and opportunity to add crypto trading rails.
Kalshi
Social trading platform with highly engaged community (47% DAU/MAU), strong intent signals, and opportunity to add crypto trading rails.
Polymarket
Social trading platform with highly engaged community (47% DAU/MAU), strong intent signals, and opportunity to add crypto trading rails.
DraftKings
Social trading platform with highly engaged community (47% DAU/MAU), strong intent signals, and opportunity to add crypto trading rails.