The path to $100k for Bitcoin

Insights. 

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

Memecoins

18/11/2024 Data Debrief

Attention Shifts to Meme Tokens

Bitcoin maintains a strong momentum despite whipsawing either side of $90k over the weekend, after briefly surpassing $93K last week. Meanwhile, Bitwise filed for a multi-crypto ETF and SEC Chair Gary Gensler hinted at resigning.

  • CEX

    06/06/2024 Deep Dive

    Exchange Liquidity Lowdown

    This week we will take a closer look at the liquidity component of our exchange ranking. We look at what’s driving top exchanges liquidity between volume and market depth, and how to replicate those liquidity metrics with Kaiko’s Data.

  • Bitcoin

    03/06/2024 Data Debrief

    Bitcoin's supply overhang lingers

    Although we’re still waiting for a spot ETH ETF launch date, a leveraged ETH ETF is set to debut on Tuesday. Elsewhere, US President Joe Biden vetoed the resolution to overturn the SAB 121 over the weekend, as expected. This week we explore:

  • Ethereum

    27/05/2024 Data Debrief

    Is ETH headed for a bull run?

    In a surprising turnaround, the SEC approved the first spot ETH ETFs last week, triggering more than 25% in gains for the second largest crypto asset. The positive regulatory news came in abundance: the US House passedits first comprehensive crypto bill and the UK approved crypto exchange-traded products.

  • Bitcoin

    23/05/2024 Deep Dive

    Crypto Derivatives: Positioning and Outlook

    This week we’ll provide an update on the state of play in crypto derivatives. We look at the different types of derivatives contracts, what’s driving volumes and how institutional players are positioned.

  • Ethereum

    20/05/2024 Data Debrief

    Clock Ticks Down on ETH ETFs

    Crypto and equity markets are surging following a reassuring inflation report. In other news, CME is reportedly planning to launch crypto trading, the Senate voted to kill a controversial crypto accounting policy, and 400+ financial institutions have invested in Blackrock’s BTC ETF.

  • Bitcoin

    13/05/2024 Data Debrief

    Reality Bites for BTC Miners

    Both BTC and ETH closed the week down despite a rally in European equities amid rate cuts hopes. In other industry news, Robinhood  disclosed it received a wells notice from the SEC, Revolut launched a crypto exchange for experienced traders in the UK and BitMEX launched options trading to challenge Deribit.

  • ETF

    06/05/2024 Data Debrief

    Is the ETF rally over?

    Bitcoin had a volatile week, dipping at one point below $57k before rebounding over the weekend as concerns eased over interest rates. In other news, restaking service Eigenlayer announced an airdrop, the former Binance CEO got a 4-month prison sentence, and Coinbase posted strong Q1 revenues.

  • 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 sanctions, and US authorities arrested co-founders of a crypto mixing service.

  • Bitcoin

    25/04/2024 Deep Dive

    Bitcoin's Fourth Halving: This Time is Different? 

    This week we’ll provide an update on Bitcoin’s fourth halving, the impact its having on the market so far, and what to will drive demand in the coming months.

  • Bitcoin

    22/04/2024 Data Debrief

    Bitcoin Halving Is Here

    Welcome to the Data Debrief!  The much-anticipated fourth Bitcoin halving went live on April 20. While BTC ended the week flat, transaction fees experienced strong volatility following the launch of Runes, a protocol for issuing fungible tokens on Bitcoin.

  • Asia

    15/04/2024 Data Debrief

    Crypto Fee War Heats Up in South Korea

    Welcome 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.

  • 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 the Ethereum Foundation proposed to reduce ETH issuance.

  • CEX

    02/04/2024 Data Debrief

    The Impact of the KuCoin Charges

    Bitcoin 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.

  • Bitcoin

    25/03/2024 Data Debrief

    The Return of the Flash Crash

    Bitcoin 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.

  • Ethereum

    18/03/2024 Data Debrief

    ETH Lags Post-Upgrade

    Bitcoin 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.

  • Bitcoin

    11/03/2024 Data Debrief

    Bitcoin Can't Stop Climbing

    This 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.

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