This weekly market note interprets futures, perpetual swap funding, and options data for Bitcoin and Ethereum. It reports rising implied volatility across maturities, with a sharper front-end move in Ether that inverted its volatility term structure after…
Knowledge library
Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
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9,797 documents
The article outlines factors that may influence SUI, including the Sui network's throughput goals, privacy options, and use of the Move programming language. It also points to ecosystem activity such as decentralized finance value locked and gaming…
The article surveys factors that may shape Solana’s price outlook, including declining decentralized exchange volume and active addresses, staking yield relative to token inflation, token unlocks, and whale accumulation. It describes futures backwardation…
The document reviews the Senate passage of the GENIUS Act and its potential framework for stablecoin issuers, including full reserve backing and monthly audits. It notes that the bill still required House approval and the President’s signature at the time…
The document describes Tron’s growth as a network for USDT transfers, attributing its use to low fees and fast processing. It contrasts Tron with Ethereum and points to peer-to-peer activity in Venezuela, Turkey, Nigeria, and Argentina as examples of…
The document offers a framework for considering crypto assets during a bull market. It recommends evaluating project fundamentals, community and partnerships, liquidity, and risk, while distinguishing established assets such as Bitcoin and Ethereum from…
This profile uses Machi Big Brother’s reported positions and losses to illustrate the risks of high-leverage crypto trading. It describes exposure to Bitcoin, Ethereum, and speculative tokens, including leveraged positions during a market liquidation event.…
The document examines Litecoin’s reported July price advance through several possible drivers: speculation around a delayed decision on a Grayscale ETF proposal, chart patterns, on-chain activity, institutional interest, futures participation, and broader…
A futures calendar spread pairs equal-sized long and short contracts on the same asset with different settlement dates. The article explains how buying a spread means going long the nearer expiry and short the farther one, while selling reverses those legs.…
The document examines Bio Protocol’s reported trading surge in the context of the decentralized science sector. It connects activity to Binance Launchpool exposure, multichain expansion, and the project’s support for BioDAOs, where the BIO token has a…
The article surveys stablecoin growth across blockchains, emphasizing Solana’s rising share and Ethereum’s continuing role in DeFi. It attributes Solana’s expansion to increased USDC issuance and network activity, and points to lower fees and high throughput…
The article reviews ENA’s recent price rise alongside a reported investment by Arthur Hayes, spot inflows, and futures activity. It describes technical reference points, including support near $0.30, resistance near $0.44 and $0.60, and an RSI reading of…
This beginner-oriented guide explains how leveraged crypto derivatives let traders control positions larger than their posted capital. It illustrates the mechanic with a tenfold leverage example and covers perpetual futures, dated futures, and options. It…
The document explains OKX X-Perps as leveraged, USD-margined futures that track equities, ETFs, and commodities without transferring ownership of the underlying assets. It distinguishes these contracts from tokenised stocks: X-Perps provide price exposure…
The article links an announcement of VIC futures trading with leverage availability to a sharp reported one-day price rise and a higher market capitalization. It uses this episode to illustrate how exchange access and trading product announcements can act as…
The document explains why banks, pension funds, and asset managers may use crypto derivatives for hedging, basis trades, and portfolio overlays. It presents these instruments as a way to manage exposure and capital use without holding the underlying asset…
The article argues that Bitcoin’s rising share of crypto market value may be nearing a peak, which could precede a shift of liquidity toward altcoins. It links Bitcoin’s relative strength to institutional demand and its “digital gold” narrative, while…
The article surveys services intended to connect Bitcoin with euro payments and banking. It describes self-custody alongside features such as virtual IBAN accounts and debit cards, and says one provider handled more than €6 million in transactions after 18…
The document reviews reported acquisition talks between Trump Media and Technology Group and Bakkt, linking the possibility to Bakkt’s business challenges and the broader institutional crypto market. It cites Bakkt’s Q3 2024 revenue and operating loss, an…
The document builds a bullish case for Ethereum as of June 2025 using institutional investment flows, technical analysis, derivatives positioning, and network activity. It describes a month-long consolidation between $2,400 and $2,700, a cup-and-handle…
The document explains pre-IPO X-Perps as cash-settled derivatives that let eligible traders take leveraged long or short positions tied to a private company’s market-implied valuation. Traders receive no shares or shareholder rights. With no public stock…
This market overview attributes Bitcoin’s reported decline to a mix of macroeconomic conditions, market sentiment, ETF-related trading, and spillovers into altcoins. It discusses tariff announcements, central bank policy, inflation, and geopolitical events…
The document surveys factors that may influence Bitcoin markets, emphasizing regulatory developments, institutional activity, volatility, and access through exchange-traded funds and derivatives. It describes the U.S. regulatory setting as fragmented, with…
The document explains why exchanges use USDT as collateral for cryptocurrency futures. Its stated advantages are a dollar reference that can make collateral values and profit-and-loss accounting easier to track, broad exchange support, and liquidity that may…