The illusion of Bitcoin’s decline arises as protocol-driven transaction collapse distorts on-chain valuation signals
Bitcoin network activity misinterpreted as declines mirror non-Bitcoin protocol collapse.
Liam 'Akiba' Wright 2 min read Research Topic
Alpha Insights
Focused research and data-led analysis on the signals shaping this segment of the market.
Topic coverage
337 Archive total
2,264 Liam 'Akiba' Wright 2 min read Latest insights
Insight Bitcoin
Bitcoin spot demand declines as whales lead BTC rally over $100,000
Large investors shape Bitcoin's path post-election, retail holdings dwindling.
Insight DeFi
TRUMP and MELANIA memecoin futures explode with over $50 billion in volume
TRUMP perpetual futures reached $369 million in just two days, while MELANIA's open interest surged 56% in less than two hours.
Insight Bitcoin
Bitcoin remains above $100k adjusted to 2021 US dollar value
Strengthening resilience as Bitcoin defies the dollar’s rebound.
Insight Bitcoin
Bitcoin’s all-time high creates historic $54K price margin over average realized price
Short-term Bitcoin holders reaping $12K gains amid ongoing market surge.
Insight Solana
$6.7B TVL surge marks Solana’s growing dominance in DeFi
Solana processes 44.5 million daily transactions, far surpassing other L1 blockchains.
Insight Bitcoin
How El Salvador’s Bitcoin gamble impacted inflation
El Salvador’s decline in inflation coincides with Bitcoin adoption as fiscal measures bolster economic stability.
Insight Alpha
Bitcoin hits support from key level at short-term holder cost basis
Bitcoin's price battles resistance as it stabilizes around short-term holder cost basis.
Insight Macro
Fed’s rate decision looms with 63% odds favoring a cut
The probability of Fed interest rate cut jumps to 65% according to data from CME.
Insight Alpha
US elections led to Bitcoin rallies regardless of winning party
Bitcoin has historically rallied following the US presidential elections, showing independence from party outcomes.
Insight Alpha
US net liquidity signals critical juncture for Bitcoin’s path forward
Rising Bitcoin correlation with U.S. liquidity underscores market uncertainty.
Insight Alpha
Market share by production of public Bitcoin miners hits new high
Bitcoin mining market share by public companies hits 23% amid dropping hashprice and escalating difficulty.
Insight Alpha
Will Bitcoin repeat last October’s rally? Short-term holders face critical juncture
Short-term Bitcoin holders face significant unrealized losses amid bearish market trends.
