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Insights.
Our Data Debrief and Deep Dive insights are published twice a week and you can subscribe to them here.
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 ne...
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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 -
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, SB...
Written by The Kaiko Research Team
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15/01/2024 Data Debrief
Bitcoin Slumps Post-ETF ApprovalBTC 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.
Written by The Kaiko Research Team -
11/01/2024 Deep Dive
Q4 2023 Token Liquidity RankingToday, 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 -
08/01/2024 Data Debrief
ETF Anticipation Triggers VolatilityJanuary 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.
Written by The Kaiko Research Team -
21/12/2023 Deep Dive
The 10 Charts That Defined 2023Throughout 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.
Written by The Kaiko Research Team -
18/12/2023 Data Debrief
What the BONK Rally Says About SolanaMarkets 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.
Written by The Kaiko Research Team -
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.
Written by Dessislava Aubert -
11/12/2023 Data Debrief
Diving Into DEXsBTC 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.
Written by The Kaiko Research Team -
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 -
04/12/2023 Data Debrief
Bitcoin Breaks $41k as Rally ContinuesBTC 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.
Written by The Kaiko Research Team -
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 -
27/11/2023 Data Debrief
Bitcoin Unbothered by Binance SettlementLast 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.
Written by The Kaiko Research Team -
20/11/2023 Data Debrief
DeFi Activity is Picking UpBitcoin 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.
Written by The Kaiko Research Team -
16/11/2023 Deep Dive
Margins and Liquidations: Why Pricing Methodologies MatterAs 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.
Written by The Kaiko Research Team -
13/11/2023 Data Debrief
ETH Joins the Crypto RallyETH 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.
Written by The Kaiko Research Team -
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 -
06/11/2023 Data Debrief
Solana in the LimelightBTC 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.
Written by The Kaiko Research Team