📊 ATOM Outperforms Major Layer-1s Amid Market Drawdown In the midst of a macro-driven bear market...

Interesting setup heading into 2026 for AI funding, VC funds drawing down tons of cash to invest in...

...higher from Q2 2020-Q4 2021 turned against it, resulting in one of the sharpest and quickest price drawdowns...But long drawdowns have a silver lining in that they encourage deeper reflection, giving all of us a...AMZN subsequently suffered a 94% drawdown in the depths of the dotcom crash, even as its revenue growth...

Setting the Stage – Signs of a Market Bottom The crypto market is facing one of its sharpest drawdowns...If this time isn’t different, we could see another 50-70% drawdown in most liquid crypto assets as we...If we compare BTC’s current drawdown to the one we experienced after its 2017 all-time high, there’s...

State of the Crypto Market The sharp drawdown in crypto asset prices this year has many wondering when...History never repeats itself, but this year’s drawdown mirrors that of 2017-2018 in many ways....ETH saw an even larger drawdown during the 2017-2018 cycle, falling 93% from peak-to-trough....from current levels (and a total peak-to-trough drawdown of ~45%).

A week charged with volatility and steep drawdowns is bound to catch the attention of market makers and...Many crypto assets saw substantial intraweek drawdowns as the whole market reacted to the once unthinkable...several major sectors, which isn’t uncommon during periods of market distress.Despite FTT’s >80% drawdown...

Meanwhile, the TGA saw a $450B drawdown between early February and mid-April, adding further fuel to...This additional supply could help drawdown funds from the RRP given the seemingly insatiable appetite...

Insolvency issues at large crypto firms have further perpetuated the drawdowns, resulting in a liquidity...While BTC has experienced a 69% drawdown since all-time high in Nov-2021, BNB is down by 64%....The total crypto market cap down has dropped from $3T to $991M, a drawdown of nearly 67%.

Go The latest selloff has put bitcoin on the wrong side of the wrong kind of halving: a nearly 50% drawdown...We know BTC volatility is much greater than traditional assets, and we’ve seen far greater drawdowns...ETH experiencing larger drawdowns than BTC is to be expected given its perception as a higher beta asset...

...as we saw back in 2015 and more recently in late 2018/early 2019, but it does imply that most of the drawdown...But just because BTC has experienced a big drawdown doesn’t mean an immediate reversal is imminent.

The origins of the FTX collapse and how it can be traced back to the market drawdown in May 2022 with...

We noted in our Markets Year Ahead report how the current bear market drawdown mirrors that of 2017-2018...Notably, the SPX didn’t experience a Golden Cross during its 2000-2002 or 2007-2009 drawdowns, but only...

However, the UST roll-off has been outpaced by a more rapid drawdown in the RRP over the last 8-9 months...But the drawdown of the RRP has slowed considerably in recent times— and appears to be bottoming (at...

At the time of writing, the index has officially moved into bear market territory, defined as a 20% drawdown...since the May 12th capitulation, a potential sign of market appetite returning after the most recent drawdown...Market appetite is also returning after the early May drawdown.

Now sitting at approximately $45M, it has endured a 73.3% drawdown.

Fed liquidity has been muted (however, we are starting to see early signs of the TGA drawdown we’ve been...

There’s also around $450B left in the RRP, which could see another drawdown if MMFs continue to pull...If we don’t see a sizable drawdown in the TGA and/or RRP; if the PBOC doesn’t provide more stimulus to...

After BTC peaks, it usually suffers an ~80% drawdown before finding a bottom, roughly one year after...After price peaked in November 2013, BTC experienced an 85% drawdown before it found a bottom just over...After price peaked in December 2017, BTC experienced an ~80% drawdown before bottoming almost exactly...