New Report: LATAM's rise in global crypto markets
USDC
30/06/2025 Data Debrief
USDe faces regulatory setback in Europe.This week we’re diving into Ethena’s USDe, a stablecoin that’s quickly captured market share and regulatory attention. As global rules tighten and stablecoins become more integrated into mainstream finance, can USDe keep its momentum? We break down the data and the latest headlines.
Written by The Kaiko Research TeamUSDC
16/06/2025 Data Debrief
The data behind Circle’s $18B Valuation.Circle’s IPO debut on the New York Stock Exchange on June 5th captured market attention, with shares surging well beyond expectations and outperforming other major crypto listings. This special edition of our Data Debrief examines the on- and off-chain data signals that set the stage for this blockbuster launch and help explain the drivers behind Circle’s remarkable valuation.
Written by The Kaiko Research TeamUSDC
16/06/2025 Data Debrief
Traders position for potential SOL ETF.This week we’re talking all things Solana. As ETF issuers line up to launch funds tracking SOL the market reaction has been muted in parts. However, looking in the right place shows signs of institutional demand.
Written by The Kaiko Research TeamCEX
09/06/2025 Data Debrief
Crypto ETFs enter Korea's political mainstreamSouth Korea has a new president, and it’s got big implications for crypto-related exchange-traded funds. Lee Jae-myung won the June 3 election, succeeding Yoon Suk Yeol, who caused market turmoil last year by briefly imposing martial law.
Written by The Kaiko Research TeamBitcoin
02/06/2025 Data Debrief
Trump’s stablecoin on-chain activity surges post-Binance listing.This week we explore World Liberty Financial’s stablecoin, USD1. The Trump family’s DeFi project launched the token over a month ago, and its seen significant uptake on-chain, however, off-chain activity has lagged. We also take a look at what crypto ETF applications are leading the approval race, how derivatives markets are maturing, and more.
Written by The Kaiko Research TeamBitcoin
26/05/2025 Data Debrief
Bitcoin's Latest Record Move in 10 ChartsBitcoin hit a new all-time high last week, but sentiment remains cautious beneath the headline gains. In this week’s Debrief, we break down what’s driving the move in ten charts. Macro uncertainty, particularly around the U.S. fiscal outlook, is still weighing on risk appetite. While retail participation remains muted, institutional demand is growing, supported by ETF flows, corporate accumulation, and renewed momentum on the regulatory front.
Written by The Kaiko Research TeamLiquidity
19/05/2025 Data Debrief
A Summer of Uncertainty Ahead?Bitcoin barely moved, holding near $103K on Monday after Moody’s stripped the U.S. of its last triple-A rating amid mounting debt. Meanwhile, Coinbase entered the S&P 500, but the euphoria was short-lived. The exchange revealed that client information was stolen as hackers sought to blackmail the firm, with costs related to the incident expected to reach $400 million.
Written by The Kaiko Research TeamEthereum
12/05/2025 Data Debrief
Could Pectra reset ETH’s bull case?Ethereum surged by nearly 40% last week, outperforming BTC after its largest upgrade to date. Meanwhile, Coinbase made headlines with its $2.9 billion acquisition of Deribit, and New Hampshire became the first U.S. state to approve a crypto reserve law.
Written by The Kaiko Research Team