Crypto Research

Markets rebound sharply, with impressive price action across all major crypto sectors.On-chain and derivatives data point toward a combination of low liquidity, seller exhaustion, and short liquidations as the major catalysts for this price run.A disproportionate increase in price compared to realized cap suggests that low liquidity levels are exacerbating price movements.We review several events of the past week and discuss the major implications.BOTTOM LINE: We remain bullish on the...

Walter Teng, Digital Asset Strategy Associate, provides a brief overview of DeFi and why we’ve created a new FSInsight publication devoted to it. DIGITAL ASSETS IN A POST-CYCLE WORLD

The trend of massive investment into centralized finance ( CeFi ) and infrastructure projects continued over the past week. CeFi projects raised $430 million, and infrastructure raised $312 million, together making up 80% of this week’s $930 million of investments from venture capital. $167.5 million went into NFTs, and DeFi and gaming brought up the rear with $11.25 million and $7 million, respectively. Two new venture capital funds raised a...

OUR 2022 DIGITAL ASSETS OUTLOOK PRESENTATION COVERED TOPICS RELEVANT TO THE CURRENT TRENDS AND NARRATIVES THAT WE TYPICALLY MONITOR IN THE WEEKLY REPORTS. BECAUSE OF THIS, WE ARE SENDING OUT THE PRESENTATION FOR THIS WEEK IN PLACE OF THE USUAL WEEKLY FORMAT. [event_shortcode id="339492"] Click HERE for the full copy of this report in PDF format. ON TUESDAY, WE HELD OUR 2022 OUTLOOK CALL. SOME OF THE MAJOR HIGHLIGHTS INCLUDE:A...