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.
Category
Research
20 posts
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.
Markets
Stablecoins Are Becoming Critical Market Infrastructure
Stablecoins are shifting from trading rails to market infrastructure. A data-led look at issuance, custody, and regulatory signals.
Research
Market cap weighted crypto returns explain why your portfolio feels worse than the index
A plain-language explainer of market cap weighted returns in crypto, with a worked example using today’s large-cap moves.
Markets
Market Brief: Bitcoin holds range as policy plumbing advances
Bitcoin held ~$62.7K on July 14 as majors traded mixed and volatility compressed. The day's signal was structural: Clarity Act, UK tokenization, Robinhood Chain.
Markets
Stablecoins Are Quietly Becoming Market Structure
Today’s data shows majors soft while stablecoin policy evolves; here’s what stablecoin rails do and do not tell us about crypto market structure.
Research
Stablecoins Are Becoming Balance Sheet Collateral
Stablecoins increasingly function like settlement cash in crypto. A data-led framework for thinking about liquidity and market structure.