This week, we’re diving into the anatomy of BTC’s latest rally and its broader market implications. On Wednesday, BTC surged past $93K as post-election momentum gained traction. Meanwhile, memecoins are booming following the announcement of the creation of D.O.G.E., the U.S. Department of Government Efficiency.

Ahead of the US election, this week we’re revisiting the topic as a follow-up to our Deep Dive coverage from last week. We’ll examine key metrics to monitor as the election night approaches and explore the following:

This week we’re peeling back the data on the upcoming US election. For the first time in 2024 digital assets have been a talking point during the Presidential campaign. Republican candidate Donald Trump promises to embrace Bitcoin and blockchain technology, while Democrat Kamala Harris has begun to address the crypto lobby.

This week, we’re looking at crypto options markets, focussing on implied volatility and what it tells us about market sentiment and risk perception.

This 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.

이번 주 리포트에서는 비트코인(BTC) ETF가 현물 BTC 시장 구조에 미친 영향을 분석하겠습니다. 특히 거래 활동과 유동성 측면에서 BTC ETF가 어떤 변화를 야기했는지 확인해 보겠습니다.

This week we will take a closer look at BTC ETFs. What impact these structured products have had on spot BTC market structure, namely through trading activity and liquidity.

This week we’ll provide an update on the state of play in crypto derivatives. We look at the different types of derivatives contracts, what’s driving volumes and how institutional players are positioned.