SOTM May 4-10, 2023
On-chain activity is shattering records as Bitcoin and Ethereum experience a torrent of token trading. Despite the memecoin's apparent lack of utility, the Pepecoin (PEPE) ERC-20 captured a market cap of nearly $1.6B, though the asset since surrendered 50% of [...]
Recent
SOTM January 5-11, 2023
Even as Bitcoin eyes $19K and Grayscale's GBTC discount narrows, many investors are steering clear, anxiously waiting for the last shoe to drop. The Digital Currency Group drama hasn't reached any real resolution. CEO Barry Silbert continues to fend off [...]
SOTM December 29-January 4, 2023
Investors were in no mood to celebrate Bitcoin's 14th birthday, though the ongoing liquidity crunch has been a gift to crypto attorneys. As credit lines crumble amid a sweeping collapse in leverage, industry executives are opting to take legal disputes [...]
SOTM December 22-28, 2022
The weather outside is frightful, with frigid headwinds battering crypto on multiple fronts heading into 2023. As record-setting freezes grip North America, heavyweight Bitcoin miners like Riot Blockchain (RIOT) have been forced to suspend operations, curtailing power consumption and temporarily [...]
SOTM December 15-21, 2022
In the depths of crypto winter, FTX executives are home for the holidays. After a brief stint in a Bahamian prison, Sam Bankman-Fried waived his right to formal extradition proceedings, surrendering himself to the long reach of the U.S. regulatory [...]
SOTM December 8-14, 2022
Investors better not pout about Powell's December rate raise— following 4 consecutive 75 basis point hikes, 50 bps is hardly a lump of coal for 2022's final FOMC. Year-over-year inflation remains above 7%, and some even suspect the Fed will [...]
SOTM December 1-7, 2022
The slow motion car-crash of crypto contagion is gradually losing momentum as investors cautiously settle into the post-FTX era. Make no mistake, Sam Bankman-Fried is still the industry's primary person of interest. The Senate Banking Committee has demanded he attend [...]
SOTM November 24-30, 2022
Disgraced crypto kingpin Sam Bankman-Fried continues to command the spotlight, airing apologies for FTX's failure on a variety of primetime TV programs. During a Wednesday-night appearance at the New York Times' Dealbook conference, SBF remained committed to his story— FTX [...]
SOTM November 10-16, 2022
"We got overconfident and careless." One week post-FTX implosion, ex-CEO Sam Bankman-Fried turns to Twitter to plead his case. Sam claims he failed to fully grasp his risk exposure, referencing a napkin math estimate of "~$5b of leverage, backed by [...]
SOTM November 3-9, 2022
RIP to FTX after SBF reports funds are MIA. Once praised as crypto's quintessential success story, FTX CEO Sam Bankman-Fried now operates in crisis mode, scrambling to secure emergency funding for the industry's 3rd-largest exchange. By now you've undoubtedly heard [...]
Special Insights
The Rise of NFTs
Since the dawn of the Internet people have been creating content and sharing it online. From videos, to music, to memes, the web is full of digital objects. But for most of the Internet’s history there hasn’t been a way [...]
The Crypto Futures Data Primer
Derivatives are complex investment products, often used as part of advanced trading strategies. Understanding futures fundamentals can give you deeper insight into market dynamics and price movement. In this piece we explore the basics of crypto futures data. In particular, [...]
On-Chain Indicators
Bitcoin represented (among other things) a huge step forward in terms of financial data transparency. Since all transactions are publicly recorded on-chain, a whole new set of fundamental indicators is available to crypto investors. We take a look at some [...]