8 集

Market Intel Report by Chainalysis gives you the unique insights you need to make cryptocurrency research and investment decisions.

Every week our Chief Economist, Philip Gradwell, explores our Market Intel dataset to explain the events and trends on the blockchain that drive cryptocurrency markets.

Be sure to subscribe to get the weekly Market Intel Report delivered to your inbox.

Visit https://markets.chainalysis.com/ to view live data and read past reports.

- Keep up with Philip: https://twitter.com/philip_gradwell
- Connect with the Market Intel team: marketintel@chainalysis.com
- Subscribe to the newsletter: https://markets.chainalysis.com/subscribe
- Read past Market Intel Reports: https://markets.chainalysis.com/reports

Market Intel Report by Chainalysis Chainalysis

    • 商業

Market Intel Report by Chainalysis gives you the unique insights you need to make cryptocurrency research and investment decisions.

Every week our Chief Economist, Philip Gradwell, explores our Market Intel dataset to explain the events and trends on the blockchain that drive cryptocurrency markets.

Be sure to subscribe to get the weekly Market Intel Report delivered to your inbox.

Visit https://markets.chainalysis.com/ to view live data and read past reports.

- Keep up with Philip: https://twitter.com/philip_gradwell
- Connect with the Market Intel team: marketintel@chainalysis.com
- Subscribe to the newsletter: https://markets.chainalysis.com/subscribe
- Read past Market Intel Reports: https://markets.chainalysis.com/reports

    Announcing Market Intel with Special Guest, Michael Gronager

    Announcing Market Intel with Special Guest, Michael Gronager

    Ready your diamond hands as Philip Gradwell, Chief Economist, and Michael Gronager, Co-Founder and CEO of Chainalysis, discuss the launch of the company’s new subscription offering to Market Intel. Philip and Michael dive into the future of finance, unpacking all of the exclusive on-chain data now available to you!
    Learn more about our new Market Intel product offering https://www.chainalysis.com/chainalysis-market-intel/ (here).
    You can sign up for the Market Intel Newsletter, published weekly,https://go.chainalysis.com/subscribe-market-intel.html ( here).
    Want to see this data in action? Reach out to Philip at marketintel@chainalysis.com
    Music byhttps://www.tylerbeckwithmusic.com/ ( Tyler Beckwith)

    • 17 分鐘
    Markets try to find a new level with lower exchange activity but returning investors

    Markets try to find a new level with lower exchange activity but returning investors

    The bitcoin price settles at the buy-and-hold level of investors acquiring in the last 12 months, which is $37.5k, while the Ethereum price is still above its price floor. This suggests demand for Ethereum continues to grow but is currently flat for bitcoin, although not declining.
    A significant decline in on-chain exchange users appears to have halted. The number of active deposit addresses, across all exchanges, peaked at 287k per day for bitcoin in May, and is currently 145k per day. For Ethereum this peaked at 50k per day in May and is currently 16.5k per day. Such large declines show just how much activity has been taken out of the market but at least activity has now stabilised.
    Bitcoin has started to flow from traders to investors again, reducing liquidity. This may bring more stability to prices after liquidity increased suddenly as prices fell in May and investors sold to traders.


    You can sign up for the Market Intel Newsletter, published weekly, https://markets.chainalysis.com/ (here).
    Music by https://www.tylerbeckwithmusic.com/ (Tyler Beckwith)

    • 6 分鐘
    Bitcoin may be resetting to its Q1 market

    Bitcoin may be resetting to its Q1 market

    The bitcoin price is now back at levels from late January 2021, the time that large, new bitcoin investors started to sell after their rapid acquisition of 1.1 million bitcoin from late September propelled the bitcoin price from $11k to as high as $43k. Were prices above $50k since then supported by more than hype?
    Realized losses since 10 May have been limited, at $2 billion for investors acquiring in the last 3 months and $10 billion for services (primarily exchanges), while being minimal for other investor groups in aggregate. So overall, investors appear to be holding, even if they are not buying much, suggesting conviction in bitcoin from earlier in the year continues.
    However, outflows from crypto-to-fiat exchanges to self-hosted wallets declined from mid-March. So when prices were at their highest, investor accumulation was at its lowest. This suggests the price in April was driven by an illiquid market and a lot of hype, rather than institutional buying.
    Listen to Philip on the https://open.spotify.com/episode/67UrN2E4Ty0CxZmJ3TNzjg?si=Tg84chY2Twmv9yGA53VPGQanddl_branch=1 (Money 20/20 MoneyPot podcast )on how cryptocurrency data is legitimizing the asset class and laying the foundation for future markets.
    You can sign up for the Market Intel Newsletter, published weekly, https://markets.chainalysis.com/ (here).
    Music by https://www.tylerbeckwithmusic.com/ (Tyler Beckwith)

    • 7 分鐘
    Bitcoin realises losses of $3.2 billion but price recovers above investors buy-and-hold floor

    Bitcoin realises losses of $3.2 billion but price recovers above investors buy-and-hold floor

    Summary
    Cryptocurrency prices recovered but remain well below recent all-time highs, with the bitcoin price recovering to the average cost of bitcoin held by investors who entered in the last 12 months, which typically provides a price floor and is currently $37.8k.
    Despite the price recovery, significant losses were made last week, of at least $3.2 billion for bitcoin sent on-chain at a loss. This is the largest one-week USD loss but percentage losses were below those of the late 2017 and mid-March 2020 price falls.
    The announcement of tighter regulation on cryptocurrency mining and trading in China raised questions in the industry about the importance of miners in the market. Chainalysis data, providing the most complete view of on-chain activity, suggests they provide relatively little liquidity, at just 1% of exchange inflows in May 2021 so far. While miners sent more to exchanges at the end of last week so did others, suggesting miners did not drive further price declines.
    You can sign up for the Market Intel Newsletter, published weekly, https://markets.chainalysis.com/ (here).
    Music by https://www.tylerbeckwithmusic.com/ (Tyler Beckwith)

    • 8 分鐘
    Institutions are cautious buyers but not sellers as crypto prices plunge

    Institutions are cautious buyers but not sellers as crypto prices plunge

    Summary
    Cryptocurrency prices have plunged, with bitcoin falling as low as $36k and Ethereum as low as $2,200. Elon Musk may have started, and stopped, the fall but a decline of this magnitude demonstrates that other buyers have concerns, potentially after hoping for more robust answers to questions about environmental impact, use cases, illicit activity and regulation, now they see crypto as a mainstream asset.
    This is unlikely to be the end of the bull run. Prices are historically high and much more is at stake than in past price declines. $410 billion has been spent to acquire current bitcoin holdings. $300 billion of this has made a loss at a price of $36k, but the remaining $110 billion in profit is greater than all that had been spent to acquire bitcoin in mid-March 2020, the last major price fall.
    Bitcoin inflows into exchanges are relatively low compared to past sell-offs, at 412k bitcoin in the last three days, compared to 412k on the 13 March 2020 alone, while investor whales bought 34k bitcoin on Tuesday and Wednesday, 18 and 19 May, after reducing their holdings by as much as 51k bitcoin in the last two weeks. This suggests much of the selling pressure is occurring from sellers already on exchanges, likely retail.
    You can sign up for the Market Intel Newsletter, published weekly, https://markets.chainalysis.com/ (here).
    Music by https://www.tylerbeckwithmusic.com/ (Tyler Beckwith)

    • 8 分鐘
    New Ethereum investor whales dive into DeFi

    New Ethereum investor whales dive into DeFi

    Summary
    The market is hot right now, with the Ethereum price rocketing above $4k. People are making big bets, and doing so with limited information and uncertain cash out strategies. Whether you are in crypto to invest in the technological vision and fundamental uses or trading sentiment, rocketing prices are raising the stakes for either strategy.
    The buying pressure for Ethereum is coming from DeFi, with 10 million Ethereum entering DeFi since May 2020, and new investor whales, who have acquired 6.3 million Ethereum since November 2020.
    New investor whales are deeply involved in DeFi, with DeFi the source and destination of much of the Ethereum that these whales receive and send. It feels like Fear Of Missing Out is taking hold of the market but these new investor whales may bring enough investment and interest to advance technology and adoption before the hype wanes.
    You can sign up for the Market Intel Newsletter, published weekly, https://markets.chainalysis.com/ (here).
    Music by https://www.tylerbeckwithmusic.com/ (Tyler Beckwith)

    • 9 分鐘

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