Newsletter The Week On-Chain (Week 3, 2021) BTC has lost some ground over the past week, losing almost 7% of its value. But despite a possible further correction, long-term on-chain metrics remain bullish.
Newsletter The Week On-Chain (Week 2, 2021) BTC had another stellar week, exceeding $40k for the first time ever - more than double its 2017 ATH. However, a correction and some sideways movement may be in order before further growth is seen.
Newsletter The Week On-Chain (Week 1, 2021) Moving into the first week of 2021, BTC continues to hit all-time highs as it shoots past $30k and continues to climb. But ETH is the real winner of the week, gaining over 37% in a single day.
Analysis 78% of the Bitcoin Supply is Not Liquid Quantifying the amount of liquid and illiquid BTC supply and its relationship to Bitcoin's price.
Newsletter The Week On-Chain (Week 52, 2020) BTC has continued to grow throughout the last week of the year, reaching a new ATH of over $28k. On-chain signals remain bullish, showing a significant supply side crisis for bitcoin.
Newsletter The Week On-Chain (Week 51, 2020) BTC smashed through its previous all-time high to find support above $23k for the first time ever. Meanwhile, on-chain fundamentals remain strongly bullish for BTC and other cryptocurrencies.
Newsletter The Week On-Chain (Week 50, 2020) BTC started and ended the past week just above $19k, failing to top its recent ATH. But despite its mostly sideways movement over the past few weeks, on-chain signals remain long-term bullish.
Newsletter The Week On-Chain (Week 49, 2020) During Week 49, BTC recovered from the previous week's consolidation and stabilized around $19k. On-chain signals suggest that a further correction may be seen before bitcoin breaks above $20k sustainably.
Insights Long-Term Holders Are Selling BTC: Why This Is A Bullish Signal On-chain metrics show that older coins are being sold as BTC's price increases, indicating that long-term holders are realizing profits. But while this might seem alarming, this trend has historically been extremely bullish.
Newsletter The Week On-Chain (Week 48, 2020) After a rather tumultuous week, BTC and the rest of the crypto market appear to be recovering, with bitcoin rallying to break its all-time high and quickly approaching $20,000.
Newsletter The Week On-Chain (Week 47, 2020) With prices exceeding $18,000 for the first time since 2017, BTC looks poised to break its previous all-time high. Meanwhile, plummeting exchange balances support the narrative that investors intend to hodl.
Insights DeFi Attacks: Flash Loans and Centralized Price Oracles DeFi protocols are facing a wave of attacks that use flash loans to target vulnerabilities in smart contracts. The most common exploit relies on centralized price oracles.
Insights Quantifying Short-Term and Long-Term Holder Bitcoin Supply We introduce a new methodology to classify Bitcoin supply owned by long-term investors and short-term traders, and create a set of on-chain metrics that show when these two investor types are in a state of profit or loss.
Newsletter The Week On-Chain (Week 46, 2020) BTC saw continued gains throughout Week 46, rising above $16k for the first time since January 2018. Meanwhile, Ethereum looks poised to launch the first stage of ETH2.0 before the end of 2020.
Newsletter The Week On-Chain (Week 45, 2020) BTC has continued its impressive streak, hitting $15k over the past week and showing few signs of slowing down. On-chain metrics suggest that it has more room to grow before reaching the next top.
Newsletter The Week On-Chain (Week 44, 2020) BTC continued gaining momentum over Week 44, ending the week up over 5%. But despite these gains, a drop in on-chain fundamentals may prevent bitcoin from decoupling from traditional markets.
Newsletter The Week On-Chain (Week 43, 2020) Bitcoin saw some impressive gains over Week 43, surpassing $13,000 and staying confidently above that price point into this week. Its on-chain fundamentals remain strong, and it appears to be deviating from traditional financial market trends.
Insights Filecoin’s Economic Failure: Are Miners Really On Strike? The long-awaited Filecoin network has finally launched. But immediately after its arrival, there are already claims of a miner strike and failed economic model, amid other controversies.
Newsletter The Week On-Chain (Week 42, 2020) Bitcoin's on-chain fundamentals decreased slightly during Week 42, but its price saw a small increase. Overall BTC remains largely stable, unable to break out without a decoupling from traditional financial markets.
Insights AAVE Token: An Analysis of Migration and Staking Aave - one of Ethereum's most popular lending platforms - is currently migrating from the LEND token to the AAVE token. Its new staking model promises favorable rewards for a relatively safe investment.
Newsletter The Week On-Chain (Week 41, 2020) Bitcoin saw growth in both its on-chain fundamentals and price across Week 41, with increased adoption and support above $11k for the first time since August.
Newsletter The Week On-Chain (Week 40, 2020) Despite a number of potentially unsettling events over the past week, BTC has remained largely stable at over $10,000, and its on-chain fundamentals are still strong.
Newsletter The Week On-Chain (Week 39, 2020) BTC has mostly recovered after dropping rapidly on Monday in response to the stock market. While its fundamentals remain strong, its correlation with traditional markets is limiting price growth.
Insights The UNI Token: Is Uniswap Really Decentralized? The UNI token aims to transition Uniswap into a decentralized, community-owned protocol - but the team hasn't been fully transparent about the path to decentralization.
Newsletter The Week On-Chain (Week 38, 2020) Bitcoin's on-chain fundamentals grew stronger during Week 38, but Monday morning's stock market drop threatens to wipe out the gains from the past week.
