May Analyst Call: Breaking down the the Bitcoin halving

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

Stablecoin

29/04/2024 Data Debrief

Tether Loses Market Share.

Welcome to the Data Debrief! BTC closed the week in the red as stagflation fears mount in the US, trading early Monday just above $62k. In other news, Consensys sued the SEC, Venezuela chose USDT for oil payments to sidestep sanct...

  • ETF

    29/01/2024 Data Debrief

    Bitcoin Rebounds as GBTC Outflows Slow

    BTC 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.

  • Stablecoin

    22/01/2024 Data Debrief

    TUSD Depegs After Losing Top Use Case

    BTC 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.

  • ETF

    18/01/2024 Deep Dive

    Will ETF Hype Fuel ETH's Comeback?

    This week we examine the state of ETH, including a look at how volumes and derivatives have fared in the wake of last week’s BTC ETFs going live.

  • ETF

    15/01/2024 Data Debrief

    Bitcoin Slumps Post-ETF Approval

    BTC saw strong volatility over the week following the landmark approval of several spot ETFs in the U.S. Despite hopes that the rally would continue, BTC closed the week in the red dipping to $42.6k from a high of $48.7k. ETH ended up being the surprise winner, closing Sunday up 11% as traders anticipate a spot ETH ETF could be next in line.

  • 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.

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