Kaiko Research goes Premium.

Can a US rate cut reverse the September effect?
09/09/2024
Data Used In This Analysis
Our industry-leading research is the direct result of combining our proprietary data with world-class in-house experts. Bringing the very best of Kaiko’s people and data together, we unlock the unique insights that form the basis for our discoveries and analysis. We believe in doing so, our data speaks for itself, helping both our clients and the wider industry get a better understanding of the crypto ecosystem, and the evolving trends and patterns in motion at a regional and global scale.

More From Kaiko Research
Liquidity
20/10/2025 Data Debrief
Inside Trump's Illiquid Crypto EmpireOne year after the Trump family’s first foray into crypto, we analyze the trends shaping their digital-asset empire. From humble beginnings to booming volumes, and even bigger busts, we explore what drives returns and losses in the first family’s much-touted crypto venture.
Written by Adam Morgan McCarthyCEX
17/10/2025 Deep Dive
Crypto's Pricing Problem Laid BareLast week’s crash wasn’t just a market event — it was a live-fire test of the infrastructure underpinning crypto markets. In a period under 30 minutes, every asset whipsawed, long‑tail tokens sold off sharply, and oracle designs faltered. The lack of uniformity across markets determined who was liquidated, who accrued bad debt, and who ultimately paid the price.Written by Adam Morgan McCarthyCEX
13/10/2025 Data Debrief
When October Surprise Meets Crypto Liquidity DroughtA sharp, geopolitics-triggered shock on Friday cascaded into one of crypto’s largest deleveraging events, with more than $500bn wiped from market cap as forced liquidations surged, order book depth vanished, and venue-specific pricing frictions amplified stress, especially around Binance and USDe, leaving open interest suppressed despite a partial weekend rebound.
Written by Adam Morgan McCarthyBitcoin
07/10/2025 Data Debrief
Is Wall Street Driving BTC Prices?BTC crossed $125k for the first time over the weekend as markets rose across the board last week. Following BTC’s latest record run, we’re exploring BTC’s price drivers and price discovery mechanisms. In particular, we look at the role of spot exchange-traded funds on prices, questioning a common assumption that they are the main driver of BTC’s price.
Written by Adam Morgan McCarthy