Insights
Explore the digital assets ecosystem through our catalog of original data-driven research.
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Analyst Update – Bitcoin
Our initial Bitcoin Asset Analysis in September 2024 highlighted the increasing scarcity of BTC, its benefits in modern portfolio theory,
Layer 1s – Vertical Analysis
Layer-1 blockchains have continually reshaped the digital asset landscape. Bitcoin set the foundation in 2009 with decentralized peer-to-peer money, followed
Trusted Exchange Framework
Coin Metrics’ Trusted Exchange Framework (TEF) is a quantitative evaluation of crypto exchanges. We leverage the CM Market Data Feed
SOTM February 25 – March 3, 2021
This past week was the first time in over four weeks that we did not see a new all-time high
Back on Solid Ground
The market took a downturn last week after bitcoin (BTC) reached as high as $58K. The stock market also sold
SOTM February 16-24, 2021
Another week means another all time high price. Bitcoin continued to push to higher price levels on further momentum and
Analyzing Miner to Exchange Flows
Miners are often considered natural sellers of bitcoin (BTC). Their revenue is earned from block rewards and transaction fees which
Following Flows II: Where do Miners Sell?
Miners are frequently blamed for causing dips in the price of Bitcoin. These accusations are often unsubstantiated—worse still, they’re sometimes
SOTM February 1-15, 2021
The bull market rages on. The aging euphoria was renewed earlier this month when Tesla announced that they had added
Crypto Trust Supply Sinks
Late last week BNY Mellon, the world’s largest custodian bank with over $2 trillion in assets under management, became the
Inflection Points
Tesla announced a $1.5B purchase of bitcoin on Monday, less than two weeks after Elon Musk added #bitcoin to his Twitter bio.
SotM January 2021
Another month of records for the asset class with both Bitcoin and Ethereum breaking into new all-time high prices. After
In Retrospect, It Was Inevitable
The stock market was turned upside down last week. Retail investors organized on Reddit and took over, making a killing
Fear, Uncertainty, and Double-Spends
As bitcoin (BTC) price reaches new all-time highs, renewed rounds of fear, uncertainty, and doubt (aka FUD) have come with
Altseason Watch
It’s starting to feel a lot like altseason. That magical time of year when people you went to high school
