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Insights.
Our Data Debrief and Deep Dive insights are published twice a week and you can subscribe to them here.
22/04/2024 Data Debrief
Bitcoin Halving Is HereWelcome to the Data Debrief! The much-anticipated fourth Bitcoin halving went live on April 19. While BTC ended the week flat, transaction fees experienced strong volatility following the launch of Runes, a protocol for issuing f...
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15/04/2024 Data Debrief
Crypto Fee War Heats Up in South KoreaWelcome to the Data Debrief! Last week, BTC fell in tandem with risk assets amid escalating geopolit...
Written by The Kaiko Research Team -
08/04/2024 Data Debrief
All Eyes on the Bitcoin HalvingWelcome to the Data Debrief! BTC had a shaky start of the new quarter, closing last week flat before...
Written by The Kaiko Research Team
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22/04/2024 Data Debrief
Bitcoin Halving Is HereWelcome to the Data Debrief! The much-anticipated fourth Bitcoin halving went live on April 19. While BTC ended the week flat, transaction fees experienced strong volatility following the launch of Runes, a protocol for issuing fungible tokens on Bitcoin.
Written by The Kaiko Research Team -
15/04/2024 Data Debrief
Crypto Fee War Heats Up in South KoreaWelcome to the Data Debrief! Last week, BTC fell in tandem with risk assets amid escalating geopolitical tensions. However, it regained ground early on Monday after Hong Kong reportedly approved spot BTC and ETH ETFs. In other news, the U.S. SEC issued a Wells notice to Uniswap Labs, and MarginFi experienced over $200 million in outflows as its founder exited.
Written by The Kaiko Research Team -
08/04/2024 Data Debrief
All Eyes on the Bitcoin HalvingWelcome to the Data Debrief! BTC had a shaky start of the new quarter, closing last week flat before surging above $72k early Monday. In other news, DeFi protocol Ethena airdroped its ENA token, Ripple announced a stablecoin, and the Ethereum Foundation proposed to reduce ETH issuance.
Written by The Kaiko Research Team -
02/04/2024 Data Debrief
The Impact of the KuCoin ChargesBitcoin dropped 5% early Tuesday as the U.S. Dollar index climbed to four month highs. Meanwhile, SBF was sentenced to 25 years, three AI protocols announced plans to merge, and the London stock exchange decided to allow applications for crypto ETNs.
Written by The Kaiko Research Team -
25/03/2024 Data Debrief
The Return of the Flash CrashBitcoin closed the week in the red, slipping to $67k, amid rising GBTC outflows. In other news, Blackrock unveiled its first tokenized fund on Ethereum, Genesis reached a $21mn settlement with the SEC, and the Ethereum Foundation is reportedly facing a probe by a regulator.
Written by The Kaiko Research Team -
18/03/2024 Data Debrief
ETH Lags Post-UpgradeBitcoin saw significant volatility over the week, breaking another all-time high before losing most of its gains and closing the week down. In other news, Coinbase is planning a $1bn bond sale, Grayscale filed to launch a low fee GBTC spinoff and U.S. inflation came in hotter than expected.
Written by The Kaiko Research Team -
11/03/2024 Data Debrief
Bitcoin Can't Stop ClimbingThis morning, BTC hit a new all time high of $72.2k, just days after hitting a previous high. ETH also crossed $4k for the first time since 2021. In other news, PayPal launched zero-fee remittances for PYUSD users, bankrupt crypto lender BlockFi settled with the FTX & Alameda estates, and the U.S. SEC delayed BlackRock and Fidelity’s applications for spot ETH ETFs.
Written by The Kaiko Research Team -
04/03/2024 Data Debrief
What is Bitcoin's All Time High?Bitcoin gained more than $13k last week as ETF inflows soared, with BlackRock’s IBIT ETF hitting $10bn in AUM. Meanwhile, a U.S. court ruled that secondary sales of some crypto assets are securities and Binance faces a probe in Nigeria.
Written by The Kaiko Research Team -
26/02/2024 Data Debrief
Where Did Weekend Crypto Traders Go?Ether is currently leading the market, hitting a 22-month high of $3125 early Monday morning, while BTC’s movements have slowed. Last week, two trends fueled the crypto industry: AI tokens and USDe, a new “synthetic dollar” promising 27% yield with a unique peg stability mechanism.
Written by The Kaiko Research Team -
22/02/2024 Deep Dive
Examining the On-Chain Footprint of BTC ETFsThis week, we explore the on-chain transactions surrounding the BTC ETFs.
Written by Riyad Carey -
19/02/2024 Data Debrief
Bitcoin Liquidity Rebounds as Price SoarsBitcoin’s market cap surpassed $1tn last week for the first time since November 2021 as prices rose above $52k. In other news, Franklin Templeton applied for a spot ETH ETF, U.S. CPI came in above expectations and a coalition of banks called the SEC to change its crypto guidance.
Written by The Kaiko Research Team -
12/02/2024 Data Debrief
Bitcoin's Big ReboundBitcoin is currently trading above $48K, a total recovery of its post-ETF losses. In other news, Solana suffered a major five-hour outage, Ethereum developers set a target date for a major upgrade, Citrea launched the first ZK rollup on Bitcoin.
Written by The Kaiko Research Team -
08/02/2024 Deep Dive
A Close Look at the World's Deepest ExchangeThis week we examine the world’s deepest exchange; it isn’t Binance.
Written by Riyad Carey -
05/02/2024 Data Debrief
A Week of ExploitsBTC was volatile after the U.S. Fed pushed against market expectations for March rate cuts. In other news, bankrupt FTX and Celsius will start to repay creditors, GBTC outflows continued to slow, and Solana DEX aggregator Jupiter completed one of the largest airdrops ever.
Written by The Kaiko Research Team -
29/01/2024 Data Debrief
Bitcoin Rebounds as GBTC Outflows SlowBTC prices rebounded over the weekend, stabilizing around $42k after dropping to their lowest levels since early December. In other news, the U.S. SEC delayed its decision on BlackRock’s ETH ETF until March, Solana launched token extensions, and U.S. GDP surprised on the upside.
Written by The Kaiko Research Team -
22/01/2024 Data Debrief
TUSD Depegs After Losing Top Use CaseBTC continues to trade more than 10% below its pre-ETF price level, falling below $41K in the early hours on Monday amid continued outflows from Grayscale’s GBTC fund.
Written by The Kaiko Research Team