Research from Ocular, Ocular

Ocular

Research from Ocular

Ocular is a crypto fund based in Singapore managed by Openspace Ventures, one of the top VCs in the region. We invest in crypto VC and HF funds as well as crypto projects globally. The Ocular team comprises crypto enthusiasts with venture capital and data science background.

Crypto Fund

Crypto

<ul><li>There has been a renewed wave of optimism towards web3 in light of recent events, including the approval of the long-awaited spot Bitcoin ETF; and the surge in market activity in the early months of 2024.</li><li>On the regulatory front, we have seen the conclusion of several high-profile court cases and lawsuits, including some of the charges involving Ripple and Binance.</li><li>Beyond the results of the rulings (which many argue are in favour/support of web3), the resolution of these cases in itself has provided greater clarity and stability to the ecosystem.</li></ul>

There has been a renewed wave of optimism towards web3 in light of recent events, including the approval of the long-awaited spot Bitcoin ETF; and the surge in market activity in the early months of 2024.On the regulatory front, we have seen the conclusion of several high-profile court cases and lawsuits, including some of the charges involving Ripple and Binance.Beyond the results of the rulings (which many argue are in favour/support of web3), the resolution of these cases in itself has provided greater clarity and stability to the ecosystem.

Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

<ul><li>Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges (CEXes).</li><li>It provides the amount of bids and asks at varying distances from the mid-price, encompassing a range from -0.1% to 10%.</li><li>This chart shows cumulative ETH-USDT bid and ask volumes at various levels on the ten largest CEXes.</li></ul>

Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges (CEXes).It provides the amount of bids and asks at varying distances from the mid-price, encompassing a range from -0.1% to 10%.This chart shows cumulative ETH-USDT bid and ask volumes at various levels on the ten largest CEXes.

Comparing Liquidity on Uniswap and Binance

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Technical Analysis

<ul><li>The recent 7% drop in Bitcoin's value coincided with SpaceX's announcement of selling off its entire $375 million worth of holdings.</li><li>This event highlighted two crucial factors: the lack of liquidity in the market and the end of the bear flag counter-trend rally.</li><li>Additionally, Binance Coin was already showing signs of breaking down, which could decrease the overall crypto market cap.</li></ul>

The recent 7% drop in Bitcoin's value coincided with SpaceX's announcement of selling off its entire $375 million worth of holdings.This event highlighted two crucial factors: the lack of liquidity in the market and the end of the bear flag counter-trend rally.Additionally, Binance Coin was already showing signs of breaking down, which could decrease the overall crypto market cap.

<ul>
<li>Worldcoin’s launch was one of the most unique and controversial in recent years.</li>
<li>Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like methods of achieving this goal (eye scans).</li>
<li>This has been nicely summarized by the MIT Technology Review. </li>
</ul>


Worldcoin’s launch was one of the most unique and controversial in recent years.
Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like methods of achieving this goal (eye scans).
This has been nicely summarized by the MIT Technology Review. 


<ul><li>BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.</li><li>BTC dominance across the top 25 centralized exchanges is currently at its lowest level since April, at 27%.</li><li>Offshore exchanges have experienced a more extreme drop in BTC trading activity, partially due to a spike in South Korean altcoin volume.</li></ul>

BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.BTC dominance across the top 25 centralized exchanges is currently at its lowest level since April, at 27%.Offshore exchanges have experienced a more extreme drop in BTC trading activity, partially due to a spike in South Korean altcoin volume.

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Bitcoin (XBTUSD CURNCY)

Charting the Web3 Horizon in 2024

There has been a renewed wave of optimism towards web3 in light of recent events, including the approval of the long-awaited spot Bitcoin ETF

Ocular

Comparing Liquidity on Uniswap and Binance

Market depth is a widely used measure of liquidity, commonly calculated across the order books of cryptocurrency pairs on centralized exchanges...

Kaiko

Crypto Selloff: What now?

The recent 7% drop in Bitcoin's value coincided with SpaceX's announcement of selling off its entire $375 million worth of holdings.

Untying The Gordian Knot

Breaking Down Worldcoin's Launch

Much of the controversy stems from the understandable skittishness with Worldcoin’s goal (creating a global identity network) and sci-fi-like...

Kaiko

Altcoin Dominance Hits 4-Month High

BTC volume dominance has slipped 8% since the start of July following the Ripple ruling, which instantly caused altcoin markets to rally.

Kaiko

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