Insights
Explore the digital assets ecosystem through our catalog of original data-driven research.
Tags
Canton Analyst Overview
This report provides an overview of the Canton Network and its native asset, Canton Coin (CC), showing how its tokenomics,
Analyst Update – Ethereum
Coin Metrics explores how Digital Asset Treasuries, stablecoin legislation, and Layer-2 scaling are driving Ethereum’s surge above $4,000 and shaping
Analyst Update – Bitcoin
Our initial Bitcoin Asset Analysis in September 2024 highlighted the increasing scarcity of BTC, its benefits in modern portfolio theory,
Introducing the CMBI Bitcoin Hash Rate Index and ‘Observed Work’
Designing The Tools For Hash Rate Futures: Introducing the CMBI Bitcoin Hash Rate Index and ‘Observed Work’ Key Takeaways
Creating a Better Supply Measurement: Introducing Free Float Supply
An accurate measure of supply is crucial in determining a cryptoasset’s value. However, the definition and methodologies of calculating supply
Assessing the Long-Term Fallout from Crypto’s Black Thursday
On March 12th 2020, now called “Black Thursday,” Bitcoin’s price dropped by nearly 50%, one of its largest drops since
Investigating Bitcoin’s Changing Correlations
Is Bitcoin an Uncorrelated Financial Asset, A Safe Haven Asset, or Both? Investigating Bitcoin’s Changing Correlations By Nate Maddrey and the Coin Metrics Team
The Signal and the Nonce Redux: From S9s to S17s
As Bitcoin enters its next halving, the network is experiencing several simultaneous transitions. In addition to the severe change in
Understanding Miner Economics From First Principles
The next halvening is approaching, yet debate about its impact on asset prices remains mired in controversy. Two camps have
Cryptoasset Free Float: An Exploration of Supply Dynamics
In designing market cap weighted indexes, the primary goal of a benchmark administrator is to provide the most accurate representation
The BitMEX Liquidation Spiral
Analyzing How Crypto’s Nascent Market Structure Held Up During the Crash In the previous issue of State of the Network,
Data Shows Cryptoasset Sell-off Was Driven by Short-term Holders
On March 12th, amidst growing concerns over the COVID-19 pandemic, Bitcoin (BTC) suffered one of its largest one-day price drops
Using MVRV To Analyze Investor Behavior
Speculators vs Holders: Using MVRV To Analyze Investor Behavior In two previous issues of State of the Network (Primer on
Cryptoasset Valuation Research Primer, Part 2
In a previous State of the Network, we published the first part of our cryptoasset valuation research primer focused on summarizing and
In Search of an Elusive BCH Jackpot
The Miner’s Dilemma: In Search of an Elusive BCH Jackpot “I thought for a long time whether to write here.
