May Analyst Call: Breaking down the the Bitcoin halving

Insights. 

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...

  • 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.

  • Asia

    26/10/2023 Deep Dive

    Exploring the Korean Crypto Market

    This week we explore the South Korean crypto market and the rise of Upbit, one of the largest crypto exchanges in the world for altcoin trading.

    Written by Riyad Carey
  • Asia

    26/10/2023 Deep Dive

    한국 암호화폐 시장 리서치

    This week we explore the South Korean crypto market and the rise of Upbit, one of the largest crypto exchanges in the world for altcoin trading.

    Written by Riyad Carey
  • Bitcoin

    23/10/2023 Data Debrief

    The Impact of a Rumour

    BTC is trading above $30k for the first time since August. Last week, a lot happened on the legal front: The SEC decided not to appeal the Grayscale decision and dropped its lawsuit against Ripple executives while the state of New York sued DCG and Gemini. Otherwise, Coinbase listed perpetual futures and Binance re-gained Euro access.

  • Liquidity

    19/10/2023 Deep Dive

    Understanding Centralized Exchange Liquidity Data

    This week we take a step back to explain some fundamental concepts around Kaiko’s liquidity data.

    Written by Riyad Carey
  • Liquidity

    16/10/2023 Data Debrief

    Ethereum Reaches Staking Equilibrium

    Welcome to the Data Debrief! BTC recovered from two-week lows early Monday, closing the week flat ahead of the third week of SBF’s trial. Last week, star witness Caroline Ellison took the stand, providing new details into how Alameda Research used FTX customer funds. This week, we explore:

  • CEX

    12/10/2023 Deep Dive

    What's Happening at Huobi?

    Detailing unusual activity on HTX, beginning by exploring the exchange’s relationship with Poloniex, then moving to trading volumes, its USDT-USDC pair, and transactions with Binance.

    Written by Riyad Carey
  • Ethereum

    09/10/2023 Data Debrief

    Why is ETH underperforming BTC?

    Bitcoin briefly hit a 2-month high over the weekend, crossing $28k amid a volatile macro news cycle and turmoil in the middle east. Meanwhile, week two of the SBF trial begins today, Visa tapped Solana for USDC settlement, a Swiss startup issued a tokenised security on Coinbase’s Base network, and six new ETH ETFs received a lukewarm reception. This week, we explore:

  • Liquidity

    05/10/2023 Deep Dive

    Breaking Down Q3's Top 5 Trends

    It was a pretty quiet summer in crypto markets, with low trade volumes and even lower volatility. Yet, there were plenty of big events that kept the industry chattering. This week, we present our top five trends of Q3.

  • FTX

    02/10/2023 Data Debrief

    Looking Back on FTX's Impact

    Bitcoin started Q4 on a positive note, hitting multi-month highs this morning after closing September in the green for the first time since 2016.

  • Liquidity

    28/09/2023 Deep Dive

    Q3 Token Liquidity Rankings

    We’re back with another edition of Kaiko Research’s quarterly liquidity ranking, this time enhanced with more metrics and expanded to the top 40 tokens. As mentioned in previous rankings, it’s our contention that market capitalization is a flawed metric, and a ranking of liquidity is more representative of a token’s true value. Let’s see how the tokens fared this quarter before breaking down the components that went into the ranking.

    Written by Riyad Carey
  • Ethereum

    25/09/2023 Data Debrief

    ETH, One Year Post-Merge.

    Bitcoin remained range-bound over the past week despite a hawkish Fed meeting that caused equity markets to shudder. Meanwhile, Mt Gox postponed its creditor repayment deadline, Balancer suffered yet another attack and Bybit announced it will suspend its UK services. This week we explore:

  • FTX

    18/09/2023 Data Debrief

    Will FTX Liquidations Trigger an Altcoin Crash?

    BTC made some early morning gains, crossing $27k for the first time since August 31. This capped a volatile week triggered by concerns around FTX’s altcoin liquidations. In other news, Deutsche Bank will offer crypto custody for institutional clients and the ECB hiked rates to an all-time high.This week we explore:

Never Miss An Analysis.