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.

Crypto

<ul><li>Price Movements: Most Layer 1 tokens have struggled versus ETH since December, but SOL and ATOM have recently outperformed.</li><li>Market Liquidity: Curve’s 3pool – made up of USDT, USDC, and DAI – has seen its total value locked fall from $5.5bn to just $600mn over the past year.</li><li>Derivatives: Both SOL and LDO experienced a short squeeze as each token unexpectedly rallied.</li></ul>

Price Movements: Most Layer 1 tokens have struggled versus ETH since December, but SOL and ATOM have recently outperformed.Market Liquidity: Curve’s 3pool – made up of USDT, USDC, and DAI – has seen its total value locked fall from $5.5bn to just $600mn over the past year.Derivatives: Both SOL and LDO experienced a short squeeze as each token unexpectedly rallied.

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>Over the past few weeks, we have covered some of the leading projects trying to help Ethereum scale, including Polygon, Optimism and Arbitrum.</li><li>Optimism and Arbitrum have used optimistic rollups as a scaling solution, while Polygon has taken a broader approach and allows developers to choose which solution suits them best.</li><li>Yet, they are all exploring how they could use Zero-knowledge rollups (ZK-rollups) to scale Ethereum in one form or another. </li></ul>

Over the past few weeks, we have covered some of the leading projects trying to help Ethereum scale, including Polygon, Optimism and Arbitrum.Optimism and Arbitrum have used optimistic rollups as a scaling solution, while Polygon has taken a broader approach and allows developers to choose which solution suits them best.Yet, they are all exploring how they could use Zero-knowledge rollups (ZK-rollups) to scale Ethereum in one form or another. 

Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

Advisory Firm Specialized in Cryptocurrencies

Carbono is an advisory firm specialized in cryptocurrencies that helps clients navigate the economic and financial innovations derived from the rise of digital assets. Our investment fund, Abacus Carbono, is designed to be an on ramp for investors interested in cryptocurrencies and projects born under the crypto-economy principles.

<ul><li>Reddit creates and adoption tsunami Bear times are build times.</li><li>You’re probably tired of hearing this already. But if you’re still with us during these bear times, and you’re still following the news, you’re probably aware that engineers are hard at work building what will be the rails of the next great wave of adoption.</li><li>As soon as liquidity enters back the room, crypto will be ready to onboard the first billion customers, be sure of that.</li></ul>

Reddit creates and adoption tsunami Bear times are build times.You’re probably tired of hearing this already. But if you’re still with us during these bear times, and you’re still following the news, you’re probably aware that engineers are hard at work building what will be the rails of the next great wave of adoption.As soon as liquidity enters back the room, crypto will be ready to onboard the first billion customers, be sure of that.

Credit/Macro/Crypto Analyst, Former Credit/MA PM

Rose Choy

<ul>
<li>As the crypto lending market recovers from the shock of large defaults in the sector, the markets are now focused on institutional lending where capital efficiency and liquidity are key. </li>
<li>Overcollateralized lending has been stagnant although holding ground, but its low utilization, low interest rates and wide bid ask are not appealing to most lenders and borrowers.</li>
<li>The market preference is switching to non-collateralized lending where a mix of Cefi and Defi characteristics may evolve to provide the winning combination.</li>
</ul>


As the crypto lending market recovers from the shock of large defaults in the sector, the markets are now focused on institutional lending where capital efficiency and liquidity are key. 
Overcollateralized lending has been stagnant although holding ground, but its low utilization, low interest rates and wide bid ask are not appealing to most lenders and borrowers.
The market preference is switching to non-collateralized lending where a mix of Cefi and Defi characteristics may evolve to provide the winning combination.


Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the Rubble

Crypto Analyst

Edward Wu

<ul>
<li>Polygon Technology provides Ethereum scaling solutions and actively develops institution clients including Starbuck, E&amp;Y, Meta, Reddit, Disney, etc.</li>
<li>By end of 2022, all MATIC tokens, except reserved for staking rewards, will be unlocked,  the aggressive unlocking schedule of MATIC token will no longer be a problem.</li>
<li>If viewing Polygon as a tech start-up, it has outstanding performance metircs, however, it is criticized for transparency and centralization problems from a crypto-native standpoint.</li>
</ul>


Polygon Technology provides Ethereum scaling solutions and actively develops institution clients including Starbuck, E&amp;Y, Meta, Reddit, Disney, etc.
By end of 2022, all MATIC tokens, except reserved for staking rewards, will be unlocked,  the aggressive unlocking schedule of MATIC token will no longer be a problem.
If viewing Polygon as a tech start-up, it has outstanding performance metircs, however, it is criticized for transparency and centralization problems from a crypto-native standpoint.


Polygon(MATIC) Partnership with Starbucks, a Further Step in Polygon’s Institution-Focused Strategy

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Polygon (MATIC CURNCY)

Zero-Knowledge Rollups

Over the past few weeks, we have covered some of the leading projects trying to help Ethereum scale, including Polygon, Optimism and Arbitrum.

Etherbridge

Reddit Creates an Adoption Tsunami

But while we wait for the world to become a warmer place regarding financial stability, some unusual partners are moving the needle in the most...

Carbono Insights

Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the Rubble

The crypto lending market is now focused on institutional lending after some high profile failures earlier. The preference now is for...

Rose Choy

Polygon(MATIC) Partnership with Starbucks, a Further Step in Polygon’s Institution-Focused Strategy

Polygon, the largest Ethereum scaling solution, focuses on expanding institutional adoption. Performance metrics are outstanding but the problem of...

Edward Wu

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52-week Range

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Huobi Market Share Plummets in 2022

Price Movements: Most Layer 1 tokens have struggled versus ETH since December, but SOL and ATOM have recently outperformed.

Kaiko

Zero-Knowledge Rollups

Over the past few weeks, we have covered some of the leading projects trying to help Ethereum scale, including Polygon, Optimism and Arbitrum.

Etherbridge

Reddit Creates an Adoption Tsunami

But while we wait for the world to become a warmer place regarding financial stability, some unusual partners are moving the needle in the most...

Carbono Insights

Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the Rubble

The crypto lending market is now focused on institutional lending after some high profile failures earlier. The preference now is for...

Rose Choy

Polygon(MATIC) Partnership with Starbucks, a Further Step in Polygon’s Institution-Focused Strategy

Polygon, the largest Ethereum scaling solution, focuses on expanding institutional adoption. Performance metrics are outstanding but the problem of...

Edward Wu