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GBTC Slowly Recovers From BITO Launch
The discount on Grayscale’s flagship Bitcoin-based product (GBTC...Extreme Greed Amidst a BTC Dominance Pullback
After rising for a month with ETF anticipation, we’ve...leverage, it’s worth noting that the perpetual funding rate, a useful measure of froth in this futures-dominated...
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3 Min
Infrastructure
Oct 2021
Bitcoin Ordinals kicked off an entirely new concept and Bitcoin sub-market....Bitcoin miners are a fundamental part of the Bitcoin ecosystem....A New Term: $ORDI Dominance
Although there are thousands of tokens and more if we include the various...non-BRC20 standards, $ORDI dominates the market....and renewed interest in Bitcoin scaling.
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28 Min
Layer 1 / L1
Feb 2024
However, Lido is currently the dominant provider, with an ~81% market share....If stETH dominates competitors and builds a liquidity/integration moat, we could see the 10% potentially...Will this dominance continue? The data indicates that Lido may just be warming up.
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10 Min
Liquid Staking
Aug 2021
As I said on @SquawkCNBC this morning, the supply/demand dynamic in bitcoin right now is off-the-hook...Bitcoin is the cool kid on the block again…much to the dismay of gold bugs.
...The excuses that once dominated investor circles for not having exposure to BTC are evaporating.
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5 Min
Macro & Markets
Mar 2024
ETH Dominance on the Rise
ETH and BTC have both performed well in 2021....ETH’s dominance went from ~11% at the start of the year to ~21% today....Bitcoin Mining Activity Recovers
When China banned cryptocurrency mining, BTC difficulty and hash rate...The ban had severe implications for the overall Bitcoin network, as 50% of the network’s hash rate was...
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4 Min
NFT Marketplace
Dec 2021
Convex Finance Owns Largest Piece of CRV Pie
Convex Finance continues to dominate the Curve wars as...Convex Finance Owns Largest Piece of CRV Pie Convex Finance continues to dominate the Curve wars as it...
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3 Min
Vaults
Nov 2021
GBTC’s price has underperformed bitcoin, returning -42.5%, while bitcoin’s price has fallen by -37.8%...This comes as the company is still in talks with regulators to convert its bitcoin trust into an ETF....Bitcoin Dominance Spikes Amidst Price Pullback
Crypto markets tumbled last week, with bitcoin trading...
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4 Min
Macro & Markets
May 2022
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....Visions of Bitcoin
Along with the ebbs and flows of Bitcoin’s narrative, Bitcoin the asset has gone through...BTC is creeping up the leaderboard, though…
At $91,150 Bitcoin flips Saudi Aramco
At $109,650 Bitcoin...Bitcoin offers a life raft.
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12 Min
Other
Dec 2024
As Bitcoin is the largest coin by market cap, a strong Bitcoin often acts as a tailwind for the broader...Bitcoin halvening events have historically signaled a substantial increase in the price of Bitcoin....This flow of users and money to Bitcoin may slow as Bitcoin reaches its potential market penetration....be bearish in Bitcoin’s case.
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17 Min
Layer 1 / L1
May 2023
Bitcoin’s resurgence is driven by several factors, including the recent Bitcoin ETFs, the anticipated...Bitcoin, the Trillion-Dollar “Casino”
While institutions and crypto natives continue to accumulate Bitcoin...The thesis for growing speculation on the Bitcoin network is simple:
Bitcoin, a trillion-dollar asset...
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35 Min
BRC-20 / Ordinals
Feb 2024
📊 Nike NFTs Dominate Other Fashion Brands In Royalty Collections
As of August 25th, Nike remains...
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5 Min
NFTs
Aug 2022
Historically, Bitcoin halving events have brought in a lot of exogenous interest to Bitcoin, and some...Since then, Magic Eden has extended its lead and currently dominates Ordinals trading volume by a wide...For more on Bitcoin’s fee market and security budget, check out our PRO report Bitcoin – Back From the...
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37 Min
NFTs
Jul 2023
Something to watch for going forward…
Bitcoin’s initial price drop following the CPI release triggered...a resurgence in memes mocking those who put their faith in bitcoin as an inflation hedge....Joe Weisenthal, host of Bloomberg’s Odd Lots podcast and frequent Bitcoin critic, got in on the action...
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9 Min
Macro & Markets
Jul 2022
NFTs (and specifically CryptoPunks) enjoyed a fantastic run over the weekend. During the Asia open, BTC takes a breather while consolidating below $40,000 while ETH/BTC wakes up from its multi-week sl...
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3 Min
NFT Marketplace
Aug 2021
Bitcoin’s ecosystem is thriving....BitVM
Bitcoin Script Constraints
Bitcoin Script is inherently limited in its capabilities, designed to...Sidechains and Plasma were the dominant solutions for some time....Bitcoin Block Finalization Proof: This proof takes the finalized Bitcoin block hash as input and encodes...
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60 Min
Layer 2 / L2
May 2024
🔍 USDC De-Pegs & Bitcoin Rallies
If you haven’t been living under a rock, you’re probably inundated...🔍 USDC De-Pegs & Bitcoin Rallies If you haven’t been living under a rock, you’re probably inundated...
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8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Together, with the low user count and high volume per user, it’s clear that Synthetix is a whale dominated...Aave Continues To Dominate Lending
In the last 2 months, we’ve seen Aave taking significant market share...
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3 Min
DeFi
Jun 2021
(@AndreCronjeTech) June 7, 2021
In a landmark move, El Salvador became the first country to adopt Bitcoin...Some powerful interests will try to make this historical #Bitcoin move fail....Announces Proposed Private Offering of $400 Million of Senior Secured Notes to acquire additional #bitcoin...
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2 Min
DeFi
Jun 2021
However, change comes slowly to Bitcoin....a few additions of his own to Bitcoin’s core stack....If every block on Bitcoin contains the max 4MB of Ordinals, Bitcoin still only adds 216GB of Ordinals...after looking at Bitcoin’s on-chain metrics....Culture
Unsurprisingly, Ordinals on Bitcoin have been controversial among prominent Bitcoiners.
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16 Min
Layer 1 / L1
Feb 2023
Scaling Bitcoin Payment Infrastructure
To be clear, Bitcoin is not widely considered an optimal scalable...also produce more fees for Bitcoin miners....Bitcoin Gaming
Bitcoin is arguably the most widely accepted cryptocurrency in the world....Bitcoin Miner was not alone.
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22 Min
Gaming
Nov 2023