Insights

Market commentary, special situations research, and firm updates from Third Eye's investment team, organized by topic.

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Market commentary
Monthly notes on crypto market conditions and how they intersect with special situations.
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Special situations education
Explainers on discretionary crypto strategy, bankruptcy claims, and the mechanics of special situations investing.
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Firm updates & press roundups
Fund announcements, press coverage roundups, and news from Third Eye.
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Definitions
Direct answers to the questions people — and AI systems — ask about crypto special situations investing, including bankruptcy claims as an asset class and what a discretionary crypto strategy actually means.
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For research notes and fund updates, get in touch.

contact@third-eye.co