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.
18/11/2024 Data Debrief
Attention Shifts to Meme TokensBitcoin 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.
-
14/11/2024 Deep Dive
The path to $100k for BitcoinThis week, we’re diving into the anatomy of BTC’s latest rally and its broader market implications. ...
Written by Dessislava Aubert -
11/11/2024 Data Debrief
Bitcoin Breaks Above $80KBitcoin broke above $80K over the weekend after Donald Trump’s U.S. election win last week spurred a...
Written by The Kaiko Research Team
-
06/06/2024 Deep Dive
Exchange Liquidity LowdownThis 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.
Written by Anastasia Melachrinos -
03/06/2024 Data Debrief
Bitcoin's supply overhang lingersAlthough 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:
Written by The Kaiko Research Team -
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.
Written by The Kaiko Research Team -
23/05/2024 Deep Dive
Crypto Derivatives: Positioning and OutlookThis 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.
Written by Adam Morgan McCarthy -
20/05/2024 Data Debrief
Clock Ticks Down on ETH ETFsCrypto 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.
Written by The Kaiko Research Team -
13/05/2024 Data Debrief
Reality Bites for BTC MinersBoth 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.
Written by The Kaiko Research Team -
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.
Written by The Kaiko Research Team -
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.
Written by The Kaiko Research Team -
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.
Written by Adam Morgan McCarthy -
22/04/2024 Data Debrief
Bitcoin Halving Is HereWelcome 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.
Written by The Kaiko Research Team -
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 news, the U.S. SEC issued a Wells notice to Uniswap Labs, and MarginFi experienced over $200 million in outflows as its founder exited.
Written by The Kaiko Research Team -
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 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.
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, 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.
Written by The Kaiko Research Team -
25/03/2024 Data Debrief
The Return of the Flash CrashBitcoin 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.
Written by The Kaiko Research Team -
18/03/2024 Data Debrief
ETH Lags Post-UpgradeBitcoin 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.
Written by The Kaiko Research Team -
11/03/2024 Data Debrief
Bitcoin Can't Stop ClimbingThis 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.
Written by The Kaiko Research Team