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Insights. 

Our Data Debrief and Deep Dive insights are published twice a week and you can subscribe to them here.

Bitcoin

08/04/2024 Data Debrief

All Eyes on the Bitcoin Halving

Welcome 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 ...

  • Liquidity

    11/01/2024 Deep Dive

    Q4 2023 Token Liquidity Ranking

    Today, we’re pleased to unveil our Q4 2023 Token Liquidity Ranking following one of the most exciting quarters since the ranking’s inception.

    Written by Riyad Carey
  • ETF

    08/01/2024 Data Debrief

    ETF Anticipation Triggers Volatility

    January 10th marks the final day that the SEC can take a decision on Ark’s spot ETF and no matter the outcome, there will likely be more volatility. BTC was one of the only crypto assets to close the week up after a dramatic price crash that triggered hundreds of millions of liquidations.

  • Year in Review

    21/12/2023 Deep Dive

    The 10 Charts That Defined 2023

    Throughout 2023, Kaiko Research published more than 800 charts exploring the highs and lows of crypto. Today, we take a look back at 10 charts that we believe define the year.

  • Solana

    18/12/2023 Data Debrief

    What the BONK Rally Says About Solana

    Markets pulled back slightly last week, with BTC now trading at just under $41k after the SEC denied Coinbase’s rule-making petition and Ledger suffered a major exploit of its Web3 connector, impacting dAPPs for many popular DeFi protocols.

  • Liquidity

    14/12/2023 Deep Dive

    Will ETFs Boost Bitcoin's Liquidity?

    This week, we analyze the state of bitcoin liquidity ahead of a possible ETF approval in January.

  • DEX

    11/12/2023 Data Debrief

    Diving Into DEXs

    BTC is trading just below $42k as speculation mounts that the Fed could soon start cutting interest rates. Last week, Société Générale listed its euro stablecoin on Bitstamp, memecoins saw a surge in activity, and Robinhood rolled out crypto trading in the EU.

  • Binance

    07/12/2023 Deep Dive

    Can Bybit Lead USDC's Comeback?

    This week we continue to look at the market share effects of Binance’s settlement, including a surprising USDC trend on Bybit.

    Written by Riyad Carey
  • Bitcoin

    04/12/2023 Data Debrief

    Bitcoin Breaks $41k as Rally Continues

    BTC broke $41k in the early hours of Monday, hitting its highest level since April 2022. Meanwhile, MicroStrategy boosted its BTC holdings, U.S. inflation softened more than expected, and Binance said it will soon end support for BUSD.

  • Binance

    30/11/2023 Deep Dive

    Who's the Winner After Binance's Settlement?

    Another market overhang was removed last week as Binance settled with the DOJ. But who came out on top?

    Written by Riyad Carey
  • Binance

    27/11/2023 Data Debrief

    Bitcoin Unbothered by Binance Settlement

    Last week the U.S. Justice Department’s investigation of Binance finally came to a close with the exchange agreeing to pay $4.3bn in penalties and its CEO Changpeng Zhao stepping down and pleading guilty. Additionally, the SEC charged Kraken for running an unregistered securities exchange.

  • Ethereum

    20/11/2023 Data Debrief

    DeFi Activity is Picking Up

    Bitcoin was range-bound last week despite a market-wide rally on the back of weaker-than-expected inflation data. In other news, OpenAI fired its CEO Sam Altman, the SEC expectedly delayed a decision on three spot ETFs and the Philippines sold $270mn tokenized treasury bonds.

  • Derivatives

    16/11/2023 Deep Dive

    Margins and Liquidations: Why Pricing Methodologies Matter

    As markets rally and demand for leverage increases, high-quality price data is more important than ever. Today, we explore why pricing methodologies can have a big impact on derivatives markets.

  • 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.

  • Bitcoin

    09/11/2023 Deep Dive

    Surveillance Sharing and Manipulation: Is a Spot ETF Imminent?

    The SEC has cited a lack of surveillance sharing and the potential for manipulation as reasons for rejecting previous spot bitcoin ETF applications. Are new surveillance sharing agreements with Coinbase enough?

    Written by Riyad Carey
  • 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.

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