Research Topic

Alpha Insights

Focused research and data-led analysis on the signals shaping this segment of the market.

Topic coverage

337 Published insights in this category

Archive total

2,264 Insights across the full archive

Ethereum’s distribution problem: over 50% of tokens held by wealthy addresses

Large Ethereum addresses with 100k ETH or more hold 25% of supply

The M2 money supply has increased by 173% since 2008, what asset can protect you from debasement?

Analyzing the timeframe for Bitcoin's bull market after a cost basis crossover

Bitcoin approaches 1 million inscriptions, Bugatti leads the way with inscription release

US labor market suffers sharp decline in demand as companies brace for economic slowdown, gold jumps to new highs

Options 25 Delta Skew (1-week) indicates a bearish outlook for potential unlocks and downside risks in expectation of the Shanghai upgrade.

Binance reinforces Bitcoin dominance with a major increase in reserves allocation.

Data analysis reveals the potential conclusion of a 191-day bear market using realized price metric cohorts.

Whale-sized changes in Bitcoin: supply distribution drops by 5% since FTX collapse

The meteoric rise of Bitcoin highlights the growing importance of digital assets in modern investment strategies.

Bitcoin's prolonged exit from exchanges highlights growing demand for self-custody

Macro forces drive Bitcoin's increasing correlation with traditional assets