Insights

Latest Publications

Research: Polkadot and Kusama bring a multi-chain future closer to reality
20 Sep 2021

Research: Polkadot and Kusama bring a multi-chain future closer to reality

Polkadot and Kusama are named after the Japanese artist Yayoi Kusama, who became famous through her trademark polkadot art and installations.Over the past months we have seen layer 1 protocols outperform the rest of the market, with faster and cheaper alternatives to ETH gaining traction as they offer attractive liquidity incentives and lower tra
Market Update: Increased appetite for risk as DeFi TVL surges and NFTs see record monthly volume of…
19 Aug 2021

Market Update: Increased appetite for risk as DeFi TVL surges and NFTs see record monthly volume of…

Market Update: Increased appetite for risk as DeFi TVL surges and NFTs see record monthly volume of +$1.2bn Over the past month we have seen signs of genuine demand returning, with sentiment also shifting positive as capital inflows to DeFi and NFTs provide a boost for network activity. Layer 1 blockchains like Terra and Solana are gaining serious
Market Update: From range lows to 9 green days in a row, what pushed BTC higher?
29 Jul 2021

Market Update: From range lows to 9 green days in a row, what pushed BTC higher?

BTC is on track to beat it’s all time record of 10 green daily candles in a row, gaining bullish momentum after last week’s low of 29k. The sudden move higher was likely a combination of multiple factors which we discuss in more detail below, but in short, retail traders were positioned heavily bearish at range lows, while short term idiosy
An introduction to the blue chips of DeFi
27 Jul 2021

An introduction to the blue chips of DeFi

As the total-value-locked in DeFi protocols reaches $65 billion, we take a brief look into the main players to understand what they do, and why they’re attracting so much retail and institutional attention Uniswap — Decentralized Exchange Uniswap is the most popular and most used decentralized exchange built on Ethereum, with $44bn in traded
Market Update: Get comfortable with the current range
14 Jul 2021

Market Update: Get comfortable with the current range

As equities brush off inflation fears to continue on a record bullish streak, crypto markets test trader’s patience after 58 days in the $30–40k range. The market has reached an equilibrium of bullish and bearish drivers as retail sentiment continues to fatigue and bigger players remain patient amid weak price action and regulatory headlines. The
Crypto Market Observations — DeFi and NFTs boost ALTs
7 Jul 2021

Crypto Market Observations — DeFi and NFTs boost ALTs

Gains in DeFi and NFTs give Alts a boost as option market activity suggests a bullish bias towards ETH. Recent changes in open interest point to further consolidation in the current range. There continues to be a general lack of market volume and on-chain activity as implied vol slides lower, DeFi yields compress, USDT market share hits an all
Trading Strategy: 40k reclaim for BTC
19 Jan 2021

Trading Strategy: 40k reclaim for BTC

While the attention is currently heavily focused on ETH flirting with all time high boosted by a remake of the Defi summer, BTC, after some challenging days he is gearing up to attempt another climb of the $40k level. Since Christmas, BTC has been held by a support dating back to the 24th of December that brought it to ATH and another dating back
Trading strategy : “Thanksgiving” Part II
4 Dec 2020

Trading strategy : “Thanksgiving” Part II

Trading strategy : “Thanksgiving” Part II Just a week ago, the Thanksgiving correction took the market by surprise and gave the dip buyers an unexpected Black Friday discount to load up on BTC before our beloved coin can resume its march to the desperately awaited $20k break through. Just after, we bounced nicely and found great support around the
Trading Strategy: Brace yourself for a potential volatile weekend
27 Nov 2020

Trading Strategy: Brace yourself for a potential volatile weekend

Our last trading idea, the 25Dec20 24K/16K Risk Reversal has worked well thanks to the recent market correction. Worth less than $200 at the time, it is now trading $750 ($16,700 ref). Benefiting from the spot and implied volatility move, it would make sense to close or reduce this position and take profit. But we have to remain vigilant as this
Trading Strategy: Hedge your profits and play the skew
18 Nov 2020

Trading Strategy: Hedge your profits and play the skew

Over the last 2 weeks, we crossed consecutively, with hardly any real pull back, the 14,000, the 15,000, the 16,000, the 17,000 and the 18,000 level. The speed of that rally has taken even the most enthusiastic BTC hodlers aback. The flow of bullish news has been uninterrupted, being company putting reserves into crypto, payment services expanding