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Supply Squeeze

Executive SummaryWith the fourth Bitcoin halving fast approaching, estimated in April 2024, a tightness is forming within the Bitcoin supply which has…

The Tightening of Supply

Executive SummaryThe Bitcoin supply is quite tight with several measures of supply such as Illiquid, HODLed, and Long-Term Holder Supply at historical…

The Capital Waterfall

Executive SummaryThe digital asset market has posted impressive returns in 2023, with both BTC and ETH outperforming traditional assets like gold by 93% and…

A Breath of Fresh Air

Executive SummaryBitcoin bulls have managed to push BTC prices back to $35k, breaking several key technical and on-chain pricing levels which were co-located around…

The Cycle of Bitcoin Changing Hands

Executive SummaryCapital rotation in digital asset markets occurs both between assets (as covered last week), but also internally as coins change hands and…

Finance Bridge: Edition #5

Your gateway to successful crypto investing guided by data and researchKey TakeawaysMarket Momentum: Despite evident signs of panic selling and increased…

stETH’s Effect on Ethereum

Executive SummaryThe rise of liquid staking has reshaped the Ethereum supply composition and the dynamics of ETH emission, with a notable presence of Lido…

Inscriptions, Mempools and Miners

Executive SummaryInscriptions act as a form of buyer of last resort for cheap blockspace, and appear to be sensitive to the absolute fee paid.Inscriptions…