Category

Crypto

Apr 17
0

Daily Brief Crypto: The New Frontier and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The New Frontier

The New Frontier

By Etherbridge

  • The true emerging market of our time is the digital economy.
  • As technology advances, we witness rapid online business growth and an increasing reliance on digital solutions.
  • This burgeoning sector knows no borders, with its educated, innovative citizens distributed worldwide.

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Apr 14
0

Daily Brief Crypto: Lifting the Veil on Centralized Exchanges and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Lifting the Veil on Centralized Exchanges

Lifting the Veil on Centralized Exchanges

By Kaiko

  • It’s a truism within the industry that crypto is not an effective tool for crime.
  • Yes, it’s possible to send value without an intermediary, but all transactions leave a permanent trace that can become more visible over time as tracking tools improve.
  • It’s even possible to track funds that move through Tornado Cash – a protocol built specifically to enhance privacy by obfuscating token flows. 

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Apr 07
0

Daily Brief Crypto: Q1 Liquidity Ranking for Crypto Assets and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Q1 Liquidity Ranking for Crypto Assets

Q1 Liquidity Ranking for Crypto Assets

By Kaiko

  • Last quarter I published the first liquidity ranking system for crypto assets, comparing each asset’s liquidity ranking to its market cap and investigating which token’s market cap is the most misleading from a liquidity standpoint.
  • Liquidity has arguably never been at more of a premium than right now in crypto, with USD payment rails being shut down and market makers pulling orders from exchanges.
  • With market depth at 10 month lows, price volatility has picked up and so it is essential investors can accurately evaluate the liquidity of each individual asset to gain an understanding of how much short term volatility to expect.

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Apr 04
0

Daily Brief Crypto: Binance Market Share Tumbles 16% and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Binance Market Share Tumbles 16%
  • Ticketmaster Debut NFT-Gated Tickets

Binance Market Share Tumbles 16%

By Kaiko

  • The banking crisis and ongoing regulatory crackdown have upended crypto market structure, leaving an uncertain dynamic among the world’s largest exchanges.
  • Over the past two weeks, Binance has lost 16% market share of trade volume following a CFTC lawsuit and the decision to end its zero-fee trading program.
  • The exchange remains the largest in the world with 54% dominance. 

Ticketmaster Debut NFT-Gated Tickets

By Sporting Crypto

  • One of the greatest things that many believe the blockchain can unlock is a better ticketing experience.
  • That’s because this specific user experience across music, sports and entertainment, in general, is yet to enter the 21st century if we’re frank.
  • A recent trial by Ticketmaster however seems to show that even the industry’s biggest players are taking blockchain technology and NFTs seriously.

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Mar 31
0

Daily Brief Crypto: CFTC V. Binance: The Data Behind the Suit and more

By | Crypto, Daily Briefs

In today’s briefing:

  • CFTC V. Binance: The Data Behind the Suit

CFTC V. Binance: The Data Behind the Suit

By Kaiko

  • Binance is the world’s largest crypto exchange by a huge margin.
  • It has achieved consistent growth since its founding in 2017, but its increasing dominance has been striking to watch since 2020, when it held around 25% of spot volume market share.
  • Its market share approached 50% at the tail end of the 2021 bull market before retreating and again expanding to peak over 70% this year. 

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Mar 28
0

Daily Brief Crypto: Athlete-Direct-to-Fan: The Future or FAD? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Athlete-Direct-to-Fan: The Future or FAD?
  • Binance Volume Plummets After End of Zero-Fee Trading

Athlete-Direct-to-Fan: The Future or FAD?

By Sporting Crypto

  • The way fans interact with sports has changed an incredible amount over the past 20 years.
  • We’ve seen broadcasting, social media, streaming and such all impact the way fans consume the sports they love.
  • The future of fan engagement is always a hot topic because things are always changing, of course.

Binance Volume Plummets After End of Zero-Fee Trading

By Kaiko

  • On March 22, Binance halted its no-fee trading promotion for 13 BTC spot trading pairs, reversing a move that helped boost the exchange’s market share by more than 20% relative to its competitors.
  • The exchange also announced that it would be eliminating trading fees for the BTC-TUSD pair, which was mothballed in September and only recently re-listed.
  • It is unclear why Binance has chosen to promote its TUSD pair, although it appears the exchange has selected the stablecoin as a successor to BUSD, which is being phased out because of regulatory actions in the U.S. 

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Mar 24
0

Daily Brief Crypto: The State of Liquidity in Crypto Markets and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The State of Liquidity in Crypto Markets

The State of Liquidity in Crypto Markets

By Kaiko

  • Crypto markets are at their most volatile when liquidity is low.
  • Prices have less support to both the downside and the upside, which could explain BTC’s rapid +17% surge since the start of the month.
  • Liquidity has also become a hot topic in traditional financial markets as the banking sector reels from several high-profile collapses.

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Mar 17
0

Daily Brief Crypto: USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots and more

By | Crypto, Daily Briefs

In today’s briefing:

  • USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots

USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots

By Kaiko

  • While the market seems to have shrugged it off, crypto – and DeFi in particular – survived an existential risk over the weekend.
  • USDC was caught up in the turmoil that hit U.S. banks and depegged amidst fears it was no longer fully backed.
  • We covered the reaction in centralized markets in the week’s Debrief, but given that USDC’s primary use case is in DeFi, this week we’ll examine how the depegging played out on-chain, examining trading, liquidity, and lending and borrowing, with a particular focus on the role that bots played.  

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Mar 14
0

Daily Brief Crypto: The Aftermath: What Happened to USDC? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Aftermath: What Happened to USDC?

The Aftermath: What Happened to USDC?

By Kaiko

  • In the hours following Sillicon Valley Bank’s collapse, news emerged that Circle, issuer of the USDC stablecoin, held $3.3bn of reserves in SVB, triggering panic that the stablecoin was no longer fully backed.
  • As of Sunday night, we know that Circle’s reserves are safe, but over the weekend both centralized and decentralized markets descended into chaos.
  • Today, we’ll walk you through what exactly happened.

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Mar 13
0

Daily Brief Crypto: The Unbundling of Blockchain Infrastructure and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Unbundling of Blockchain Infrastructure

The Unbundling of Blockchain Infrastructure

By Etherbridge

  • Opportunity in any market exists in anything that causes the perception of the investor to take on a new shape.
  • For many years, the Fat Protocol Thesis popularised by Placeholder VC has dominated the perception of the digital asset market.
  • But as the market and, more importantly, those who have come to use this new technology platform change, so too does the perception of where value will be captured.

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