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Charting Crypto Cycles
Try explaining to anyone over 50 how dogwifhat’s $2.3 billion valuation is ~rational and efficient~....The above chart is canonical but somewhat overcomplicates the psychology at play.
17 Min
Macro & Markets
Mar 2024
The Good, The Bad, & The Ugly [Charts]
The Good [Charts], The Bad [Charts], and the Ugly [Charts] The good news is so far we’ve seen strong...Note: the chart below uses trading days on Bloomberg....Interestingly, inflation expectations (as measured by 5-year breakeven rates) actually peaked in mid-May...
6 Min
Macro & Markets
Jun 2021
Charting Price Clues, Liquidity, & Market Musings
Chart of the Week – The SEC Won’t Let Me Be, Or Let Me Be Me Anyone who’s hung around the cryptoverse...The below chart combines several of the topics discussed above, and in the referenced Market Insights...The below chart shows BTC price vs. estimated liquidation levels....-50 between the two hodler groups.
14 Min
Macro & Markets
Apr 2022
State of the Charts
...measure the breadth of the Delphi L1 Index through the lens of the percentage of components that are at a 52...This can be seen from the green line in the chart above.
3 Min
Macro & Markets
Apr 2025
Charts of the Week (7/9)
Welcome to our second installment of Charts of the Week. To see last week’s edition, click here....This week saw a fairly depressing chart make the rounds on CT, showing new crypto startups nuking amid...Per BofA, “only 23% of stonks outperformed the S&P 500 in May, the lowest of any month in our data...@charliebilello Let’s end with a few random but cool charts.
6 Min
Macro & Markets
Jul 2023
Charts of the Week (7/16)
Welcome to our third installment of Charts of the Week. Check out last week’s drop here.
3 Min
Global Macro Themes
Jul 2023
Charts of the Week (6/30)
Welcome to the first installment of Charts of the Week, a new weekly series where we cover the coolest...charts in the world....And without further ado, let’s get to some charts!...July 17th is when equities start to fade.” – GS desk And we’ll end this inaugural Charts of the Week...
4 Min
Financial Market Themes
Jun 2023
Top 5 Research Day Talks
While they are all good, there are a lot and a big time sink so I wanted to list my top 5 here.  ...v=5809YJpbhFg This was done by Josh Bowen from the Shared Sequencing Network Astria, he goes over how...v=Sml3s6NeOtc I always enjoy talks from Chris even if I understand ~50% of them.
2 Min
Infrastructure
May 2024
RUT/ Total3 charts look similar structurally
Looked at small cap charts this AM and I was reminde...
1 Min
Macro & Markets
Sep 2025
dYdX Public Testnet Live July 5
...producing blocks (https://testnet.mintscan.io/dydx-testnet) and will be available to the public on July 5.
1 Min
Derivatives
Jun 2023
Let It Happen - Market Update 5/4/2025
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....
1 Min
Macro & Markets
May 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
The direction of this move will tell us how real the risk appetite is in Q3. 5.
5 Min
Macro & Markets
Jun 2025
BTC vs USD - Three Charts, One Winner
BTC vs USD. 5th round TKO?...From the chart, if inverse DXY (purple line) rallies, BTC rallies....A summary of the DXY chart: In 2015 and 2016, 100 read acted as a ceiling....move in favor of BTC August 2021: 65% February 2023: 41% September 2024: 138% November 2024: 58%...This chart helps track that shift in real time. ...
5 Min
Macro & Markets
Aug 2025
Crypto Venture Capital Series Ep. 5: Santiago Santos of Parafi Capital
Tom (00:09:52): Yeah....still remain much more bullish on Ethereum, because… When Binance marching was happening, you saw that chart...have the sort of different maps in my mind that I think, okay, this should be at least two or three or 5%...Tom (01:00:54): No, no, no. No. Santiago (01:00:55): No, absolutely not.
Asset Management
Jul 2021
Coinbase Earnings Today (5/2) After Market Close!
Today is earnings day for our favorite crypto stonk, Coinbase.   In February, Coinbase exceeded Wall Street expectations significantly, providing additional fuel on $COIN’s move towards yearly highs a...
2 Min
Macro & Markets
May 2024
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week. BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months. Many al...
1 Min
Macro & Markets
May 2025
BTC Production Cost, Bitcoin as Inflation Hedge, and Fuel Deep Dive
Chart of The Day: BTC Price Bounces After Hitting Production Cost Over the past 5 years, the electrical...matched the electrical cost of production (excluding all other costs of mining) 3 times within the past 5...These estimates and the historical data depicted in the chart above are based on calculations proposed...
6 Min
Infrastructure
Jul 2022
Stablecoin Growth, MakerDAO Budgeting, & Intro to MetaMundo
Chart of The Day: 20B added to Stablecoin Stash The supply of the top 5 stablecoins has grown by $20B...The DAO had an average of 84.32% of their NFT supply used to cast votes across two proposals through 539...Chart of The Day: 20B added to Stablecoin Stash The supply of the top 5 stablecoins has grown by $20B...
5 Min
DeFi
Mar 2022
Terra Autumn Series Ep. 5: Orion Money is Bringing Cross-Chain Stablecoin Banking to the Masses
Jose (00:54): No worries....Sam (01:59): Mm-hmm (affirmative). Yeah, my timing for crypto is goes back to 2014....So let’s say if users hold under 5% they will get let’s say 17% APY on the deposit the stablecoins....If the Orion token is between 5% and 15% of their deposits on Orion Saver, their APY will to increase...
1 Min
Stablecoins
Oct 2021
X2Y2 vs LOOKS, cBridge Liquidity Mining, The NFT Collectooor
Chart of The Day: X2Y2 vs LooksRare Note: The volumes of X2Y2 and LooksRare are filtered to remove...unlocks from private and seed investors. 17% (1.7B CELR) has been fully vested from the Foundation. 5%...(500M CELR) has been fully vested for Marketing & Ecosystem purposes.
5 Min
Macro & Markets
May 2022