Home ▸ Reports ▸

Market Reports

Indepth overviews of the most critical factors, narratives and themes influencing the crypto markets.

How the GBTC premium trade ruined Barry Silbert, his DCG empire and took crypto lending platforms with them

How the GBTC premium trade ruined Barry Silbert, his DCG empire and took crypto lending platforms with them

DCG struggles as Grayscale trusts face steep discounts and increased competition from ETFs.

Bitcoin deep dive: 15M BTC in self-custody as Binance withdrawals peak, derivatives switch to ‘risk-off’

Bitcoin deep dive: 15M BTC in self-custody as Binance withdrawals peak, derivatives switch to ‘risk-off’

A weekly recap of key Bitcoin metrics affecting its price performance in the market, published every weekend.

Bitcoin on-chain deep dive: BTC falls below the global electrical cost

Bitcoin on-chain deep dive: BTC falls below the global electrical cost

A weekly recap of key Bitcoin metrics affecting its price performance in the market, published every weekend.

Analyzing the current state of Ethereum, DeFi, stablecoins, NFTs post-FTX fallout

Analyzing the current state of Ethereum, DeFi, stablecoins, NFTs post-FTX fallout

Market report covering Ethereum, NFTs, stablecoins, usage and losses

Deep dive into Bitcoin on-chain fundamentals as the dust settles from FTX fallout

Deep dive into Bitcoin on-chain fundamentals as the dust settles from FTX fallout

Mempool, exchange balance, self-custody, and what a historic inverted yield curve means for 2023.

How a cold winter is impacting Bitcoin miners and why the fear has just begun – Issue 01

How a cold winter is impacting Bitcoin miners and why the fear has just begun – Issue 01

The current state of Bitcoin Miners is extremely stressful as coin prices declined, and credit has contracted, while mining input energy costs have also been on the rise.

Weekly MacroSlate: Fed Chair Powell remains hawkish while BOE seem confused, lack unanimity and lose all credibility as the pound sinks along with the British economy

Weekly MacroSlate: Fed Chair Powell remains hawkish while BOE seem confused, lack unanimity and lose all credibility as the pound sinks along with the British economy

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every weekend.

Weekly MacroSlate: Have U.S. treasury yields and the DXY topped for this cycle? Big miss for big tech as Bitcoin holds steady at $20k

Weekly MacroSlate: Have U.S. treasury yields and the DXY topped for this cycle? Big miss for big tech as Bitcoin holds steady at $20k

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every weekend.

Weekly MacroSlate: Which part of the Big Short film are we in right now? As U.S. treasury yields continue to climb and invert across the yield curve

Weekly MacroSlate: Which part of the Big Short film are we in right now? As U.S. treasury yields continue to climb and invert across the yield curve

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every weekend.

Weekly MacroSlate: A fourth 75bps fed rate hike is now on the cards due to a strong U.S jobs report. What does this mean for Bitcoin?

Weekly MacroSlate: A fourth 75bps fed rate hike is now on the cards due to a strong U.S jobs report. What does this mean for Bitcoin?

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every weekend.

Weekly MacroSlate: Central banks start to panic and pivot, all eyes are now on the fed. What does this all mean for Bitcoin?

Weekly MacroSlate: Central banks start to panic and pivot, all eyes are now on the fed. What does this all mean for Bitcoin?

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every weekend.

Weekly MacroSlate: Fed scores a hat-rick of 75bps hikes as currencies start to collapse worldwide against the DXY including Bitcoin

Weekly MacroSlate: Fed scores a hat-rick of 75bps hikes as currencies start to collapse worldwide against the DXY including Bitcoin

A weekly recap of key Bitcoin metrics and the macro factors affecting its price performance in the market, published every Saturday.