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766 dokumentų
The article describes growing hedge fund interest in cryptocurrency and attributes it mainly to clearer regulation and more mature institutional infrastructure. It cites industry estimates and examples of established funds entering the market to illustrate…
This market newsletter presents a bullish Ethereum thesis against a backdrop of expected US inflation releases and possible changes in Federal Reserve rate-cut expectations. It frames ETH as a higher-beta technology and web3 exposure, while describing…
This market snapshot reviews digital-asset developments around early January 2024, including conflicting reports about spot Bitcoin ETF decisions, a lending-protocol exploit, and Solana’s recovery. It interprets reported spot trading activity, decentralized…
This market snapshot reviews crypto price performance, centralized exchange share, futures positioning, and activity in a Uniswap v2 USDC/WETH pool. It describes BTC and ETH gains over the month covered, while MATIC and SOL declined, and notes Binance’s…
The report reviews a week of crypto market weakness and looks for signs that forced selling may be easing. It combines spot prices, trading volume, realized volatility, open interest, funding, ETF and stablecoin flows, order book depth, and DeFi lending…
This article outlines how institutional crypto teams can assess whether their market and on-chain data coverage supports trading, research, compliance, and risk work. It links potential data gaps to symptoms such as missed arbitrage opportunities, difficulty…
This overview describes using crypto options flow data to assess activity and possible market sentiment. It covers contract volume and open interest as measures of activity and liquidity, strike prices relative to spot, expiration horizons, put-call ratios,…
The document gives a weekly snapshot of BTC and ETH options markets. It discusses realized and implied volatility, option term structures, call and put skew, and the volatility spread between the two assets. The commentary links market moves to events such…
This podcast recap discusses crypto derivatives and volatility, including the Ethereum Dvol index, differences between Ethereum and Bitcoin volatility, volatility spikes, and a Butterfly Index. It also considers how news and regulatory developments may…
This guide describes strategies that seek to collect funding payments in cryptocurrency perpetual futures while reducing exposure to price moves. A common setup pairs a short perpetual position when funding is positive with a spot holding as a hedge. It also…
This midweek market recap describes changes in Bitcoin and Ethereum derivatives following a US debt ceiling agreement. It tracks realized volatility, the shape of implied volatility across expiries, option skew, trading flows, and dealer gamma positioning.…
This podcast overview describes Vertex, a decentralized trading platform that combines spot and perpetual markets with an integrated lending market. Its design pairs a central limit order book with an automated market maker, while shared collateral lets…
This market commentary describes how reports that spot ETH exchange-traded funds might be fast-tracked triggered a sharp rise in ETH and a surge in its short-dated realized and implied volatility. It compares the response with BTC, noting changes in…
The article explains how implied volatility across option maturities forms a term structure. It proposes monitoring changes in the curve’s slope and curvature to assess whether markets expect near-term turbulence, longer-lived uncertainty, or a possible…
The newsletter combines a macro outlook with crypto market and options observations. It links the author’s expectation of a September rate cut and easing cycle to a base case of higher crypto prices, while noting uncertainty around the election and upcoming…
This analysis uses on-chain valuation, miner, and network activity measures to assess Bitcoin’s 2025 market regime and frame questions for 2026. It explains MVRV, its standardized Z-Score, NUPL, and realized price as measures of holder cost basis and…
This overview explains several measures used to monitor exposure in crypto derivatives. Funding rates transfer payments between long and short perpetual futures positions and help keep contract prices aligned with spot; persistent or elevated payments can…
This weekly digital asset snapshot combines price and volatility changes with derivatives positioning, institutional flows, orderbook depth, and DeFi credit conditions. It reads falling prices alongside rising open interest and expanded long positioning as a…
The newsletter discusses how the Democratic National Convention, Federal Reserve minutes, jobless claims, and the Jackson Hole speech could affect gold, equities, and crypto. It interprets gold’s rise and Bitcoin’s weakness as a divergence, with possible…
This article describes infrastructure choices for crypto trading systems where market data and execution speed matter. It recommends persistent WebSocket connections for time-sensitive market data and order flow, while reserving REST interfaces for less…
This analysis studies minute-level order-book snapshots for Binance’s BTC/FDUSD market over a six-week period in 2025, measuring displayed depth at distances from 5 to 100 basis points around the midpoint. It finds that depth accumulates non-linearly:…
This conference recap highlights themes discussed at Blockworks’ Digital Asset Summit 2025: institutional interest in adding crypto to investment portfolios, tokenized collateral and treasuries, financial infrastructure for digital assets, regulatory…
This newsletter considers whether crypto markets may have bottomed by combining macroeconomic developments with derivatives positioning and digital asset treasury (DAT) holdings. It argues that lower inflation and downward revisions to job creation could…
This podcast recap describes Lewis Fellas’s views on digital asset management and crypto derivatives, drawing on experience in traditional finance, proprietary trading, and hedge funds. It discusses segmenting investment products by whether clients seek…