September Analyst Call: Breaking Down the Summer Sell-Off
Insights.
Our Data Debrief and Deep Dive insights are published twice a week and you can subscribe to them here.
16/09/2024 Data Debrief
Bitcoin's dominance over altcoinsBitcoin closed the week higher amid rising hopes for a jumbo rate cut at this week’s Fed meeting. Meanwhile, Donald Trump announced the launch of a DeFi platform today. Grayscale revealed the creation of its first closed-end XRP t...
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09/09/2024 Data Debrief
Can a US rate cut reverse the September effect?Bitcoin’s price whipsawed following a disappointing US jobs data on Friday. In other news, Uniswap L...
Written by The Kaiko Research Team -
29/08/2024 Deep Dive
Moving markets: liquidity and large sell ordersThis week, we’re going to take a closer look at liquidity in the context of BTC’s supply overhang. N...
Written by Adam Morgan McCarthy
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06/03/2023 Data Debrief
The Future of Fiat On-RampsMarkets are steady to start the week after a volatile Friday in reaction to the closure of SEN, Silvergate’s instant payment network.
Written by The Kaiko Research Team -
02/03/2023 Deep Dive
Whales vs. Retail: Who's Using Curve?This week we explore a pillar of the DeFi ecosystem: Curve Finance.
Written by Riyad Carey -
23/02/2023 Deep Dive
A Crypto Friendly Asia: What It Will Mean For MarketsThis week, reports emerged that Hong Kong could soon enable retail investors to trade certain cryptocurrencies. Will Asia lead the next bull run as US regulators continue to clamp down? What will this mean for Asia-based crypto projects and exchanges? How do indices play a role? We dive into the narrative and explore its ramifications.
Written by Conor Ryder, CFA -
20/02/2023 Data Debrief
BLUR’s Big DebutCrypto markets continued to soar despite another week packed with regulatory punches. Last week, the SEC formally charged Terra founder Do Kwon, alleging a “multi-billion dollar fraud” against investors in the UST stablecoin and LUNA.
Written by The Kaiko Research Team -
09/02/2023 Deep Dive
How to Spot Artificial VolumeOften times investors are left scratching their heads when they see a small exchange high up the volume ranking on certain websites. The assumption is that some, or a significant amount of these volumes figures are artificially inflated by wash-trading on that exchange. This week, we present a framework that can be used to spot cases of wash-trading, pointing out potential examples of our own on the way.
Written by Conor Ryder, CFA