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>The FTX saga keeps entering new levels of strange.</li><li>On Friday, both FTX and FTX US filed for bankruptcy, along with 134 related entities, highlighting just how tangled the exchange’s corporate web had become.</li><li>Just a few hours later, the exchange suffered what now appears to be a massive hack, with more than $600mn siphoned from both FTX and FTX US wallets, instantly triggering rumors of an inside job. </li></ul>

The FTX saga keeps entering new levels of strange.On Friday, both FTX and FTX US filed for bankruptcy, along with 134 related entities, highlighting just how tangled the exchange’s corporate web had become.Just a few hours later, the exchange suffered what now appears to be a massive hack, with more than $600mn siphoned from both FTX and FTX US wallets, instantly triggering rumors of an inside job. 

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

Rose Choy

<ul>
<li>On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.</li>
<li>Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. </li>
<li>The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.</li>
</ul>


On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.
Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. 
The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.


FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

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>This week we continue with our Bear Market Tactics series and follow on from last week, where we dived into how to use an Ethereum block explorer to <a href="https://etherbridge.substack.com/p/ethereum-block-explorer-part-one" target="_blank" rel="noopener">monitor and understand transactions</a>. </li><li>This week we will continue using the Ethereum block explorer to see how we can monitor the network's health. </li><li>As mentioned last week, using a blockchain explorer isn't necessarily an activity or tool that you use specifically during bear markets; however, these market downturns provide us with an opportunity to understand and master them. </li></ul>

This week we continue with our Bear Market Tactics series and follow on from last week, where we dived into how to use an Ethereum block explorer to monitor and understand transactions. This week we will continue using the Ethereum block explorer to see how we can monitor the network's health. As mentioned last week, using a blockchain explorer isn't necessarily an activity or tool that you use specifically during bear markets; however, these market downturns provide us with an opportunity to understand and master them. 

<ul><li>Trend of the Week: After Binance eliminated BTC trading fees, BTC volumes surged to all time highs.</li><li>Price Movements: Solana ecosystem tokens have disproportionately struggled amid several network setbacks. </li><li>Market Liquidity: Altcoin volumes aggregated across the biggest exchanges have fallen to just 43% of total volumes, from a peak of 71% last year. </li></ul>

Trend of the Week: After Binance eliminated BTC trading fees, BTC volumes surged to all time highs.Price Movements: Solana ecosystem tokens have disproportionately struggled amid several network setbacks. Market Liquidity: Altcoin volumes aggregated across the biggest exchanges have fallen to just 43% of total volumes, from a peak of 71% last year. 

Binance Sees Record Volumes After Fee Elimination.

Crypto Investing and Decentralized Finance, Coinstack

Coinstack

Crypto Investing and Decentralized Finance

Coinstack is published weekly by Ryan Allis. He was previously CEO and Co-founder of iContact and led the company from 300 employees, 70,000 customers, and $50M in annual sales and an exit for $169M. Ryan was an angel investor in SpaceX, LendingClub, Change.org, Kuli Kuli, and Catalant. Today, Ryan advises companies and governments on blockchain-related projects and is the Chairman of Hive.org, a global community of 3,500 purpose-driven leaders from 130 countries making a positive impact in the world. Ryan holds an MBA from Harvard Business School where he was Co-President of the Harvard Social Enterprise Club and a fellow of the Harvard Graduate School Leadership Institute.

<ul><li>Peer is a Web3 social network and blockchain-based metaverse ecosystem.</li><li>As we wrote an earlier deep dive article about, Peer’s debut application this Fall will be a Web3 social network that will allow users to <strong>read, write, and own their social content and friend graph</strong> and be incentivized through tokenization. </li><li>After three years of development, Peer launched their own L1 blockchain in March ‘22 and will soon launch their own wallet. </li></ul>

Peer is a Web3 social network and blockchain-based metaverse ecosystem.As we wrote an earlier deep dive article about, Peer’s debut application this Fall will be a Web3 social network that will allow users to read, write, and own their social content and friend graph and be incentivized through tokenization. After three years of development, Peer launched their own L1 blockchain in March ‘22 and will soon launch their own wallet. 

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Solana (SOL CURNCY)

Crypto Liquidity in a Post-Alameda World

On Friday, both FTX and FTX US filed for bankruptcy, along with 134 related entities, highlighting just how tangled the exchange’s corporate web...

Kaiko

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

Rose Choy

Ethereum Block Explorer: Part Two

This week we continue with our Bear Market Tactics series and follow on from last week, where we dived into how to use an Ethereum block explorer...

Etherbridge

Binance Sees Record Volumes After Fee Elimination.

Trend of the Week: After Binance eliminated BTC trading fees, BTC volumes surged to all time highs. Price Movements: Solana ecosystem tokens have...

Kaiko

Peer Metaverse Coin Deep Dive

After three years of development, Peer launched their own L1 blockchain in March ‘22 and will soon launch their own wallet.

Coinstack

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