Contextualizing the week’s crypto market movement
- Original Research
- State of the Network
- State of the Market
SOTM January 27-February 2, 2022
The tug-of-war between Web3 and legacy tech rages on, with both sides racking up victories and setbacks in their battle for the soul of an increasingly online world. After a lackluster start to 2022, FAANG stocks are on the rebound, [...]
SOTM January 20-26, 2022
Crypto investors are coping with whiplash after a week characterized by sharp reversals in price and policy. With geopolitical tensions mounting in Europe and Asia and the Fed inching toward a seemingly inevitable rate hike, Bitcoin surrendered $40K support levels [...]
SOTM January 13-19, 2022
With rate hikes on the horizon and bond yields surging, global markets are bracing for yet another week of choppy price action. While U.S. central bankers maintain their newfound rhetoric of relative hawkishness, commodities like oil and coal are quietly [...]
SOTM January 6-12, 2022
The 2nd week of the year kicked off with red candles and red tape, as crypto continued to shed billions in market cap heading into a renewed round of Congressional commentary. On the heels of his recent renomination as Fed [...]
SOTM December 30, 2021 – January 5, 2022
For many investors, 2022 began not with a bang but a whimper, as crypto and traditional markets alike responded to skittish sentiment across a variety of macro concerns. Initially, U.S. equities kicked the year off with a strong start as [...]
SOTM December 24-29, 2021
We end the year on a less enthusiastic note as Bitcoin and Ethereum pull back once more as traders unwind their 1231 futures position and investors look to lock in gains. The broader equity markets continue to push to all [...]
SOTM December 16-23, 2021
The markets hung on this past week and tested support as we moved closer to the holiday break for traditional markets. Bitcoin remains priced around $50k and Ethereum just north of $4,000. A notable project climbing up the ranks this [...]
SOTM December 9-15, 2021
The crypto markets showed renewed signs of life following the Federal Reserve's decision on Wednesday. The central bank projected expectations for three interest rate increases next year, but the tone was received as less aggressive than the market had priced [...]
SOTM December 2-8, 2021
Risk may be back on in the equity markets but this past week the crypto markets felt heavy. A down day across equities on Friday was followed by a swift pullback in crypto with a flash crash early Saturday morning. [...]
SOTM November 25-December 1, 2021
Last Friday we saw broader market volatility following the selloff in the equity markets, ending in the worst day for the Dow all year (down about 2.5%). The overall sentiment has been a risk-off rotation following fears of the Omicron [...]