September Analyst Call: Breaking Down the Summer Sell-Off
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Latest Insights
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16/09/2024 Data Debrief
Bitcoin's dominance over altcoinsBitcoin closed the week higher amid rising hopes for a jumbo rate cut at this week’s Fed meeting. Meanwhile, Donald Trump announced the launch of a DeFi platform today. Grayscale revealed the creation of its first closed-end XRP trust in the US, and trading platform eToro reached a $1.5 million SEC settlement.
Written by The Kaiko Research Team -
09/09/2024 Data Debrief
Can a US rate cut reverse the September effect?Bitcoin’s price whipsawed following a disappointing US jobs data on Friday. In other news, Uniswap Labs settled charges from the CFTC over allegedly illegal leveraged and margined commodity trading, VanEck announced it will liquidate its ETH futures ETF, and the Fed issued a cease-and-desist order against crypto-friendly United Texas Bank.
Written by The Kaiko Research Team -
29/08/2024 Deep Dive
Moving markets: liquidity and large sell ordersThis week, we’re going to take a closer look at liquidity in the context of BTC’s supply overhang. Namely, we’ll examine what to watch as Mt. Gox redistributions continue and governments sell their BTC holdings.
Written by Adam Morgan McCarthy -
19/08/2024 Data Debrief
Rate cuts unlikely to limit the appeal of tokenized TreasuriesCrypto markets whipsawed despite encouraging US inflation data last week. As of Q2’s end, Goldman Sachs and Morgan Stanley held significant positions in various Bitcoin ETFs, according to recent quarterly filings. Elsewhere, Binance settled its fine with India’s Financial Intelligence Unit, as it eyes a return to the Indian market.
Written by The Kaiko Research Team
Latest Analyst Calls
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17/09/2024
September Analyst Call: Breaking Down the Summer Sell-OffWatchIn our September analyst call, we explored the state of crypto market liquidity and volatility following this summer’s market sell-off, and took a look at ETH’s price dynamics since the launch of the ETH ETF.
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18/06/2024
June Analyst Call: The State of Crypto ETFsWatchIn our June analyst call, we explore the state of crypto ETFS and take a look at Euro stablecoin market structure, regional market trends, and Kaiko’s crypto exchange liquidity report.
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07/05/2024
May Analyst Call: The Bitcoin HalvingWatchBitcoin just underwent its 4th halving. All three previous halvings have preceded bull runs. Is this time different? In our May analyst call, we explore the impact on the market so far, and what to will drive demand in the coming months.
Latest REPORTS
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04/07/2024
Quarterly Report: Q2 2024DownloadThe past few months have been challenging, with Mt. Gox repayments putting pressure on the market and ETFs losing traction despite ETH ETF approvals. However, there were positive surprises, including filings for two spot SOL ETFs and a positive outlook for crypto in emerging markets like Turkey.
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04/07/2024
The State of the Japanese Crypto MarketDownloadDespite its early adoption advantage, Japan’s crypto market faces unique challenges. This report explores regional crypto market trends and examines the historical factors that have influenced the development of Japan’s domestic exchanges and key players over time.
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20/06/2024
The State of LATAM Crypto MarketsDownloadIn 2021, El Salvador became the first country to adopt bitcoin as legal tender, cementing Latin America’s crypto-friendly reputation. In this report we will explore trends in trading activity across LATAM, looking into the leading exchanges, most popular crypto assets, and major developments for this region on the rise.