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一场历史级别的熊市

2022年对比特币和以太坊来说是艰难的一年，它们的估值受到了严重的打击。由于持续时间长，资本破坏规模大，我们可以合理地认为2022年是数字资产历史上破坏最大的熊市。

Un Mercado Bajista de Proporciones Históricas

Un Mercado Bajista de Proporciones Históricas

El 2022 está siendo un año muy duro para Bitcoin y Ethereum, lo que daña sus valorizaciones rápida y contundentemente. Dada la extensa duración, y el porte del capital que está siendo destruido, se puede razonablemente argumentar que este 2022 es el mercado bajista más significativo de la historia.

Um Urso de Proporções Históricas

Um Urso de Proporções Históricas

2022 tem sido um ano difícil para Bitcoin e Ethereum, com preços sendo atingidos com força e rapidez. Com a extensa duração e a escala de destruição de capital, pode-se argumentar razoavelmente que 2022 é o mercado urso mais significativo na história dos ativos digitais.

Tarihi Oranlarla Ayı Dönemi

Tarihi Oranlarla Ayı Dönemi

Bitcoin ve Ethereum için 2022 zor bir yıl oldu, belli değerlere sert ve hızlı bir şekilde ulaşıldı. Hakim olanın uzayan süresi ve sermaye yıkımının ölçeği ile, 2022 yılının dijital varlık tarihindeki en önemli ayı piyasası olduğu makul bir şekilde söylenebilir.

A Bear of Historic Proportions

Analysis & Research

A Bear of Historic Proportions

2022 has been a tough year for Bitcoin and Ethereum, with valuations being hit hard and fast. With the extensive duration , and scale of capital destruction of the prevailing, it can reasonably be argued that 2022 is the most significant bear market in digital asset history.

弱気相場の暗黒期

ビットコイン価格は20ドル台半ばまで売られ、多くのマクロ指標は市場がこの弱気サイクルにおける最も深い局面を迎えていることを示唆している。ファンダメンタルズは悪化し、長期保有者でさえも大きな損失を抱えている。

تاریک‌ترین مرحله بازار خرسی

تاریک‌ترین مرحله بازار خرسی

با سقوط قیمت تا محدوده ۲۰ هزار دلار، بسیاری از معیارهای کلان، خبر از ورود بازار به عمیق‌ترین مرحله بازار خرسی می‌دهند. شرایط فاندامنتال بیتکوین بسیار افت کرده است و سرمایه‌گذاران بلندمدت بیتکوین‌های خود را در ضرر خرج می کنند.

Ayının En Karanlık Aşaması

Ayının En Karanlık Aşaması

Bitcoin fiyatının 20 binlerin ortalarına düşmesiyle birlikte, çok sayıda makro gösterge, pazarın bu ayı döngüsünün en derin ve karanlık aşamasına girdiğini gösteriyor. Temel göstergeler kötüye işaret etmekte ve Uzun Vadeli Sahipler bile artık önemli kayıplar yaşıyor.

La Phase la Plus Sombre du Marché Baissier

La Phase la Plus Sombre du Marché Baissier

Alors que le prix du bitcoin a atteint les 20k $, une pléthore d'indicateurs macroéconomiques suggère que le marché entre dans la phase la plus profonde de ce cycle baissier. Les fondamentaux se sont détériorés, et même les détenteurs à long terme réalisent maintenant des pertes importantes.

A Fase Mais Escura do Urso

A Fase Mais Escura do Urso

Com os preços do Bitcoin caindo para cerca de US$ 20 mil, uma infinidade de indicadores macro sugerem que o mercado está entrando na fase mais profunda deste ciclo de baixa. Os fundamentos deterioraram-se e mesmo os Investidores de Longo Prazo estão agora realizando perdas significativas.

Najmroczniejsza faza bessy

Najmroczniejsza faza bessy

W związku ze spadkami notowań BTC do poziomów ponad 20 tys. USD, mnóstwo makro wskaźników sugeruje, że rynek wchodzi w najgłębszą fazę bessy. Pogorszeniu uległa analiza fundamentalna, a znaczne straty realizują obecnie nawet najtwardsi inwestorzy długoterminowi.

熊市的至暗阶段

随着比特币价格下跌到2.5万美元左右，大量的宏观指标表明，市场正在进入此次熊市周期的最深阶段。基本面已经恶化，甚至长期持有者现在也实现了重大损失。

Η πιο σκοτεινή περίοδος της πτωτικής αγοράς

Η πιο σκοτεινή περίοδος της πτωτικής αγοράς

Με τις τιμές του Bitcoin να ξεπουλάνε στα μέσα της τιμής των $20k, μια πληθώρα μακροοικονομικών δεικτών υποδηλώνουν ότι η πτωτική αγορά εισέρχεται στην πιο βαθιά φάση αυτού του κύκλου. Τα θεμελιώδη μεγέθη έχουν επιδεινωθεί και ακόμη και οι Long-term Holders πραγματοποιούν πλέον σημαντικές απώλειες.

DeFi Uncovered: DeFi Valuations Dislocate

Ethereum and DeFi

DeFi Uncovered: DeFi Valuations Dislocate

As a predominantly leverage driven correction hits the market, we continue to see expansion in DeFi protocol usage, whilst token valuations struggle to keep pace.

DeFi Uncovered: What's Next for DeFi?

Ethereum and DeFi

DeFi Uncovered: What's Next for DeFi?

NFTs continue to command an impressive lead in Ethereum ecosystem attention. We explore whether this attention is leaking back into the DeFi sector.

DeFi Uncovered: Hints of a Multichain Future

Ethereum and DeFi

DeFi Uncovered: Hints of a Multichain Future

Interest in alternative smart contract chains hits a new stride in the past weeks, as the prices of Avalanche, Solana and Terra explode higher.

DeFi Uncovered: The Battle for Attention

Ethereum and DeFi

DeFi Uncovered: The Battle for Attention

DeFi flirts with renewed growth as NFTs lead capital back into the Ethereum ecosystem.

DeFi Uncovered: Hunting for Value

Ethereum and DeFi

DeFi Uncovered: Hunting for Value

A framework for finding value in DeFi governance tokens.

NFTs and Gaming Lead the ETH Rally

Ethereum and DeFi

NFTs and Gaming Lead the ETH Rally

We map out the basics of the NFT space, and assess the volume and demand metrics describing its meteoric growth.

DeFi Uncovered: Exploring the Sushi Ecosystem

Ethereum and DeFi

DeFi Uncovered: Exploring the Sushi Ecosystem

As the DeFi market continues to demonstrate a risk off appetite, we embark on a deep dive assessment of the fundamentals and performance of the Sushi project.

DeFi Uncovered: Adjusting to the New Normal

Ethereum and DeFi

DeFi Uncovered: Adjusting to the New Normal

As DeFi continues its downward move, we present a short-term bearish but medium-term bullish case.

DeFi Uncovered: Finding Alternative Sources of Yield

Ethereum and DeFi

DeFi Uncovered: Finding Alternative Sources of Yield

As crypto continues its sideways walk, finding alternative sources of yield become attractive in an environment of depressed rates.

DeFi Uncovered: DeFi Showing Signs of Life

Ethereum and DeFi

DeFi Uncovered: DeFi Showing Signs of Life

Governance tokens rebound as pockets of DeFi show resilience.

DeFi Uncovered: Experiments in Money and Value

Ethereum and DeFi

DeFi Uncovered: Experiments in Money and Value

DeFi's reliance on USD presents a tangled web of risk. Is DeFi on a path to create something better/new, or is DeFi destined to be an incremental improvement to legacy finance?