HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Crypto

<ul>
<li>Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading</li>
<li>Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance</li>
<li>On-Chain metrics provide unique alpha signals unavailable in traditional markets</li>
</ul>


Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading
Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance
On-Chain metrics provide unique alpha signals unavailable in traditional markets


New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>In recent years, we have seen a surge in new crypto projects launching with billion-dollar market capitalizations right from the start.</li><li>This trend includes projects like Aptos, Sui, Celestia, and others.</li><li>If you examine the top 100 cryptocurrencies, it is evident that the list increasingly comprises recently launched, highly hyped cryptocurrencies that boast valuations that would make many Nasdaq-listed companies envious.</li></ul>

In recent years, we have seen a surge in new crypto projects launching with billion-dollar market capitalizations right from the start.This trend includes projects like Aptos, Sui, Celestia, and others.If you examine the top 100 cryptocurrencies, it is evident that the list increasingly comprises recently launched, highly hyped cryptocurrencies that boast valuations that would make many Nasdaq-listed companies envious.

Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way Down Game

Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

<ul>
<li>Traditional equities confer specific rights to their holders, such as voting power and dividends. Tokens offer distinct advantages, including implementation versatility, composability—especially within DeFi—and other functionalities unattainable with securities.</li>
<li>The innovative designs of tokens play a pivotal role; they not only channel value back to the token holders but also exert a direct impact on the token’s market value.</li>
<li>In this report, we explore four value accrual mechanisms implemented by tokens. These include: (i) Buyback and Burn; (ii) Real Yield; (iii) Tax-Tokens; and (iv) Book Value Tokens</li>
</ul>


Traditional equities confer specific rights to their holders, such as voting power and dividends. Tokens offer distinct advantages, including implementation versatility, composability—especially within DeFi—and other functionalities unattainable with securities.
The innovative designs of tokens play a pivotal role; they not only channel value back to the token holders but also exert a direct impact on the token’s market value.
In this report, we explore four value accrual mechanisms implemented by tokens. These include: (i) Buyback and Burn; (ii) Real Yield; (iii) Tax-Tokens; and (iv) Book Value Tokens


More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<ul><li>In the rapidly evolving world of blockchain technology, one concept that has gained significant attention is interoperability.</li><li>Interoperability, in its simplest terms, refers to the ability of different systems or platforms to communicate and interact with each other seamlessly.</li><li>In the context of blockchain, it means the ability of different blockchain networks to exchange information and transactions, thereby enabling them to work together in a cohesive manner.</li></ul>

In the rapidly evolving world of blockchain technology, one concept that has gained significant attention is interoperability.Interoperability, in its simplest terms, refers to the ability of different systems or platforms to communicate and interact with each other seamlessly.In the context of blockchain, it means the ability of different blockchain networks to exchange information and transactions, thereby enabling them to work together in a cohesive manner.

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>On Monday, Hong Kong made its intentions clear to open the door to crypto trading for retail. </li><li>Reports claim that China is quietly encouraging the move, using Hong Kong as a testing ground for what safe crypto trading might look like.</li><li>The Hong Kong Securities and Futures Commission (SFC) outlined various caveats for retail investing in crypto, namely hinting at only having a small subset of the largest tokens available to trade.</li></ul>

On Monday, Hong Kong made its intentions clear to open the door to crypto trading for retail. Reports claim that China is quietly encouraging the move, using Hong Kong as a testing ground for what safe crypto trading might look like.The Hong Kong Securities and Futures Commission (SFC) outlined various caveats for retail investing in crypto, namely hinting at only having a small subset of the largest tokens available to trade.

A Crypto Friendly Asia: What It Will Mean For Markets

United States

Chainlink is a decentralized oracle network. Oracles provide the data needed for smart contracts to function. Chainlink provides the technology and ecosystem that connects on chain smart contracts to off chain data sources. LINK is the native token of the Chainlink network. It is used as a payment method for oracles services on the network as well as a form of collateral backing up oracles services.

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Chainlink (XLIUSD CURNCY)

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

AI Agent Deep Dive! Not enough time to READ 👀? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...

William Mann

Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way Down Game

In recent years, we have seen a surge in new crypto projects launching with billion-dollar market capitalizations right from the start. This trend...

Steno Research

More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto

Tokens offer distinct advantages over traditional equities, with versatile implementation and unique functionalities unattainable with securities....

Delphi Digital

Cosmos IBC Vs Chainlink CCIP

In the rapidly evolving world of blockchain technology, one concept that has gained significant attention is interoperability.

Etherbridge

A Crypto Friendly Asia: What It Will Mean For Markets

Reports claim that China is quietly encouraging the move, using Hong Kong as a testing ground for what safe crypto trading might look like.

Kaiko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

AI Agent Deep Dive! Not enough time to READ 👀? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...

William Mann

Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way Down Game

In recent years, we have seen a surge in new crypto projects launching with billion-dollar market capitalizations right from the start. This trend...

Steno Research

More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto

​Tokens offer distinct advantages over traditional equities, with versatile implementation and unique functionalities unattainable with securities....

Delphi Digital

Cosmos IBC Vs Chainlink CCIP

In the rapidly evolving world of blockchain technology, one concept that has gained significant attention is interoperability.

Etherbridge

A Crypto Friendly Asia: What It Will Mean For Markets

Reports claim that China is quietly encouraging the move, using Hong Kong as a testing ground for what safe crypto trading might look like.

Kaiko

Tokens offer distinct advantages over traditional equities, with versatile implementation and unique functionalities unattainable with securities....