Markets
Crypto Markets Hold Firm as Infrastructure Advances
Crypto markets show broad daily gains while regulation, custody, stablecoins, and network capacity continue to develop.
Category
Research
29 posts
Markets
Stablecoins Are Becoming Programmable Settlement Rails
Stablecoins are moving beyond trading liquidity into programmable settlement. We examine the evidence, structure, and limits of that shift.
Research
Market Cap Weighting Can Hide Concentration Risk
A plain-language guide to market-cap weighting, with a worked crypto example showing how concentration can shape portfolio data.
Markets
Crypto Markets Are Defensive While the Buildout Continues
A sober crypto market brief on defensive breadth, institutional stablecoin infrastructure, and what the latest market data can and cannot show.
Markets
Crypto Markets Show Broad Breadth as Market Structure Gets More Formal
A data-led crypto market brief on broad gains, concentrated market value, and the latest regulatory and institutional infrastructure signals.
Research
SOPR Shows When On-Chain Spending Becomes Realized Profit or Loss
Learn how SOPR measures realized profit and loss, how to work through the ratio, and why it needs price and cohort context.
Markets
Stablecoins Are Becoming the Settlement Layer for Tokenized Markets
Stablecoins are moving beyond trading into settlement for tokenized assets. We examine the rails, data, and limits.
Research
Market Capitalization Is a Map Not a Market Verdict
Learn what crypto market capitalization measures, how supply changes the signal, and why market cap is not the same as capital invested.
Research
Realized Cap Measures Capital at Work Not Just Price
Learn how Bitcoin realized cap tracks capital at work, how to read the metric, and why it should not be mistaken for a price target.
Markets
Bitcoin Stability Meets a More Useful Crypto Market
Bitcoin held near $63,300 as macro risk persisted. We assess market breadth, network capacity, tokenized assets, and the limits of the signal.
Markets
Hardware Wallet Entropy Risk Is a Reminder That Security Is Market Structure
Crypto markets are steady, but new hardware-wallet guidance shows why security failures become market events.
Research
Stablecoins Are Becoming Payments Infrastructure
A data-led look at stablecoins as payments infrastructure, with a market snapshot and a worked example of cross-border settlement mechanics.