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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…
Capital Flows, Exchanges and Altseason
IntroductionThe On-Chain landscape remains extremely illiquid with waning capital flows, low network settlement and HODLing remaining the primary…
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…
Investor Confidence Slides
Executive SummaryWe review the market position relative to two on-chain pricing models, both of which are intersected during past cycle lows, and in the…
The Foundational On-chain Metric: The Realized Cap
The Realized Cap is one of the most important and foundational tools in the on-chain analysis discipline. It is computed from the Pricestamps assigned to…
Finance Bridge: Edition #4
Your gateway to successful crypto investing guided by data and researchKey TakeawaysMarket Momentum: Bitcoin's profitability metrics, including Realized…
Liquidity Drought
Executive SummaryLiquidity, volatility, and volumes continue to compress across the digital asset market, with many metrics falling back to 2020 pre-bull…
Tracking Sentiment via Liquidity Pools
Executive SummaryEvent driven volatility has re-entered digital assets markets in recent weeks, with notable indicators of aggregate capital outflows…
Evaluating Exchange Risk
Executive SummaryExchanges remain the centrepiece of the digital asset industry, where the vast majority of trade takes place.Our assessment, based on…