May Analyst Call: Breaking down the the Bitcoin halving

  • Ethereum

    13/11/2023 Data Debrief

    ETH Joins the Crypto Rally

    ETH closed the week above $2k, outperforming BTC after BlackRock filed for a spot ETH ETF. In other news, the CME Group overtook Binance as the largest BTC futures market by open interest, Poloniex suffered a $114mn hack, and JP Morgan launched programmable payments.

  • Solana

    06/11/2023 Data Debrief

    Solana in the Limelight

    BTC traded above $35k this morning after remaining rangebound for much of the past two weeks. Meanwhile, PayPal faces a subpoena from the SEC over its new stablecoin, SBF was found guilty on all seven criminal fraud counts, and the new Celestia blockchain is off to a slow start.

  • Bitcoin

    30/10/2023 Data Debrief

    Breaking Down Bitcoin's Rally

    Bitcoin is still trading at 16-month highs on the back of ETF speculation, diverging sharply from equity markets. Last week, SBF took the stand in an unusual turn of events while the FTX estate began evaluating offers to restart the exchange.

  • Bitcoin

    23/10/2023 Data Debrief

    The Impact of a Rumour

    BTC is trading above $30k for the first time since August. Last week, a lot happened on the legal front: The SEC decided not to appeal the Grayscale decision and dropped its lawsuit against Ripple executives while the state of New York sued DCG and Gemini. Otherwise, Coinbase listed perpetual futures and Binance re-gained Euro access.

  • Liquidity

    16/10/2023 Data Debrief

    Ethereum Reaches Staking Equilibrium

    Welcome to the Data Debrief! BTC recovered from two-week lows early Monday, closing the week flat ahead of the third week of SBF’s trial. Last week, star witness Caroline Ellison took the stand, providing new details into how Alameda Research used FTX customer funds. This week, we explore:

  • Ethereum

    09/10/2023 Data Debrief

    Why is ETH underperforming BTC?

    Bitcoin briefly hit a 2-month high over the weekend, crossing $28k amid a volatile macro news cycle and turmoil in the middle east. Meanwhile, week two of the SBF trial begins today, Visa tapped Solana for USDC settlement, a Swiss startup issued a tokenised security on Coinbase’s Base network, and six new ETH ETFs received a lukewarm reception. This week, we explore:

  • Liquidity

    05/10/2023 Deep Dive

    Breaking Down Q3's Top 5 Trends

    It was a pretty quiet summer in crypto markets, with low trade volumes and even lower volatility. Yet, there were plenty of big events that kept the industry chattering. This week, we present our top five trends of Q3.

  • FTX

    02/10/2023 Data Debrief

    Looking Back on FTX's Impact

    Bitcoin started Q4 on a positive note, hitting multi-month highs this morning after closing September in the green for the first time since 2016.