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

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>Last quarter I published the first liquidity ranking system for crypto assets, comparing each asset’s liquidity ranking to its market cap and investigating which token’s market cap is the most misleading from a liquidity standpoint.</li><li>Liquidity has arguably never been at more of a premium than right now in crypto, with USD payment rails being shut down and market makers pulling orders from exchanges.</li><li>With market depth at 10 month lows, price volatility has picked up and so it is essential investors can accurately evaluate the liquidity of each individual asset to gain an understanding of how much short term volatility to expect.</li></ul>

Last quarter I published the first liquidity ranking system for crypto assets, comparing each asset’s liquidity ranking to its market cap and investigating which token’s market cap is the most misleading from a liquidity standpoint.Liquidity has arguably never been at more of a premium than right now in crypto, with USD payment rails being shut down and market makers pulling orders from exchanges.With market depth at 10 month lows, price volatility has picked up and so it is essential investors can accurately evaluate the liquidity of each individual asset to gain an understanding of how much short term volatility to expect.

<ul><li>On March 22, Binance halted its no-fee trading promotion for 13 BTC spot trading pairs, reversing a move that helped boost the exchange’s market share by more than 20% relative to its competitors.</li><li>The exchange also announced that it would be eliminating trading fees for the BTC-TUSD pair, which was mothballed in September and only recently re-listed.</li><li>It is unclear why Binance has chosen to promote its TUSD pair, although it appears the exchange has selected the stablecoin as a successor to BUSD, which is being phased out because of regulatory actions in the U.S. </li></ul>

On March 22, Binance halted its no-fee trading promotion for 13 BTC spot trading pairs, reversing a move that helped boost the exchange’s market share by more than 20% relative to its competitors.The exchange also announced that it would be eliminating trading fees for the BTC-TUSD pair, which was mothballed in September and only recently re-listed.It is unclear why Binance has chosen to promote its TUSD pair, although it appears the exchange has selected the stablecoin as a successor to BUSD, which is being phased out because of regulatory actions in the U.S. 

Binance Volume Plummets After End of Zero-Fee Trading

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Sperm / In Depth: Why a sperm bank drive is fueling fears of infertility in China</li><li>Imprisonment / Chinese man exonerated after record 29 years of wrongful imprisonment</li><li>Covid-19 / China clears first homegrown mRNA Covid vaccine</li></ul>

Sperm / In Depth: Why a sperm bank drive is fueling fears of infertility in ChinaImprisonment / Chinese man exonerated after record 29 years of wrongful imprisonmentCovid-19 / China clears first homegrown mRNA Covid vaccine

CX Daily: Why a Sperm Bank Drive Is Fueling Fears of Infertility in China

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TRON (TRX 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

Q1 Liquidity Ranking for Crypto Assets

Liquidity has arguably never been at more of a premium than right now in crypto, with USD payment rails being shut down and market makers pulling...

Kaiko

Binance Volume Plummets After End of Zero-Fee Trading

On March 22, Binance halted its no-fee trading promotion for 13 BTC spot trading pairs, reversing a move that helped boost the exchange’s market...

Kaiko

CX Daily: Why a Sperm Bank Drive Is Fueling Fears of Infertility in China

In Depth: Why a sperm bank drive is fueling fears of infertility in China. Chinese man exonerated after record 29 years of wrongful imprisonment....

Caixin Global

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