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Derivatives
09/02/2026 Data Debrief
Bitcoin's Latest Drop Signals Halfway Point of Bear MarketLast week’s correction triggered approximately $9 billion in liquidations and pushed stablecoin dominance above 10%, exceeding levels last seen during the FTX collapse.
Binance
02/02/2026 Data Debrief
Fed Reforms Spark Cross-Asset Volatility SpikeThe final week of January 2026 delivered a stress test across multiple markets simultaneously. As th...
Written by Laurens Fraussen
Macro
26/01/2026 Data Debrief
Tariff Uncertainty Exposes Bitcoin's Identity CrisisTariff volatility exposed Bitcoin’s ongoing identity crisis. Trump’s Greenland tariff threats trigge...
Written by Laurens Fraussen
ETF
01/07/2024 Data Debrief
SOL ETF news falls flat on marketLast week, the US Securities and Exchange Commission sued Ethereum developer Consensys. The regulator alleges that MetaMask is an unregistered securities broker. Meanwhile, State Street is getting into crypto structured products. This week, we’ll be exploring:
Written by The Kaiko Research Team
ETF
27/06/2024 Deep Dive
BTC ETFs' Impact on Spot Market StructureThis week we will take a closer look at BTC ETFs. What impact these structured products have had on spot BTC market structure, namely through trading activity and liquidity.
Written by Adam Morgan McCarthy
CEX
26/06/2024 Deep Dive
가상자산 거래소의 유동성 현황가상자산 업계는 잦은 해킹과 자금 관리 부실로 인해 안정성과 건전성 문제를 지속적으로 겪고 있으며, 이러한 부정적인 사건들로 인해 업계의 신뢰도가 크게 손상되고 있다. 따라서 거래소에 대한 지속적인 모니터링이 중요하며, 규정 준수 여부와 거래 활동 등을 정기적으로 관찰하고 분석하는 것이 필요하다. 특히 거래소의 유동성은 가장 중요한 지표로, 거래량뿐 아니라 시장 심도 등 다양한 요소들을 종합적으로 고려하여 분석해야 한다.
Written by Anastasia Melachrinos
CEX
24/06/2024 Data Debrief
Bybit's push for dominanceBitcoin continued its downward trend last week, falling below $64K for the first time since mid-May. In other news, the SEC dropped its investigation into Ethereum 2.0 and Consensys, Tether launched a new synthetic dollar backed by gold, and the layer 2 blockchain ZKSync airdropped its ZK token.
Written by The Kaiko Research Team
Bitcoin
17/06/2024 Data Debrief
Bitcoin’s dwindling volatility signals maturityUS inflation data buoyed markets last week before the Fed’s latest dot plot gave traders a reality check. Elsewhere, ZKsync is set to airdrop 3.6 million tokens this week and ProShares joined the ETH ETF race after sitting out of the BTC launch. This week we will explore:
Written by The Kaiko Research Team
Stablecoin
10/06/2024 Data Debrief
What MiCA means for Euro stablecoinsBitcoin flirted with $72K before losing most of its gains after strong US jobs numbers cast doubt over rate cuts. In other news, the ECB made history, cutting rates before the US Fed, Robinhood acquired Bitstamp in a $200mn cash deal and Paxos launched a yield bearing stablecoin. This week we explore:
Written by The Kaiko Research Team
CEX
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
Bitcoin
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
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.
Written by The Kaiko Research Team
Bitcoin
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
Ethereum
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
Bitcoin
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
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.
Written by The Kaiko Research Team
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.
Written by The Kaiko Research Team
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.
Written by Adam Morgan McCarthy
Bitcoin
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