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Alpha Insights

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

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337 Published insights in this category

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2,264 Insights across the full archive

Over 46% of Bitcoin’s circulating supply hasn’t moved in 3+ years

Alpha 2 years ago

Over 46% of Bitcoin’s circulating supply hasn’t moved in 3+ years

Peak Bitcoin supply last active metrics seen before shifts caused by ETF introductions and major sell-offs.

Bitcoin accumulation fails to keep pace with issuance

Bitcoin accumulation fails to keep pace with issuance

Lower Bitcoin accumulation versus issuance could spell trouble for prices.

bitcoin mining difficulty hash ribbon

Bitcoin mining difficulty set for sharpest drop since FTX collapse

Despite hash rate correction, miner capitulation not yet confirmed after Bitcoin halving.

From gold to Bitcoin: ETFs excel while miners falter post-launch

From gold to Bitcoin: ETFs excel while miners falter post-launch

Historical parallels drawn between gold's bull run and Bitcoin's potential rise post-ETF launch.

Bitcoin’s recent decline mirrors past cycle trends

Bitcoin’s recent decline mirrors past cycle trends

Historical data suggests Bitcoin's recent drop aligns with typical cyclical behavior, hints at possible deeper drawdown.

Bitcoin’s 2024 cohort sees over 10% profit, indicating a strong market support level

Bitcoin’s 2024 cohort sees over 10% profit, indicating a strong market support level

Coinbase’s speculative activity fuels higher withdrawal prices during Bitcoin ETF buzz.

Are Inscriptions following the path of the Dodo?

Are Inscriptions following the path of the Dodo?

Dominance of Runes transactions post-halving raises questions about the future of Bitcoin inscriptions.

Top five stablecoins near all-time high with $150 billion market cap

Top five stablecoins near all-time high with $150 billion market cap

Comparative analysis: Current stablecoin growth trends versus the 2021 Bitcoin bull run.

Bitcoin sales by miners begin to fall, suggesting a potential reduction in sell pressure

Bitcoin sales by miners begin to fall, suggesting a potential reduction in sell pressure

Bitcoin's latest halving forces miners to adapt as earnings are halved.

Bitcoin’s resilience tested: Price up 577% amid pandemics, war and corporate embrace

Bitcoin’s resilience tested: Price up 577% amid pandemics, war and corporate embrace

El Salvador's Bitcoin milestone and the successful launch of Bitcoin ETFs mark new financial era.

Holding Bitcoin has been unprofitable only on these days

Holding Bitcoin has been unprofitable only on these days

Bitcoin funding rates turn positive, signaling potential market recovery.

Short-term holders spark Bitcoin sell-off: Over $2 billion shed at loss to exchanges

Short-term holders spark Bitcoin sell-off: Over $2 billion shed at loss to exchanges

Bitcoin's recent 10% price drop triggers loss-driven sales among short-term holders.

Bitcoin’s long-term holders shift to accumulation

Bitcoin’s long-term holders shift to accumulation

Amid Bitcoin's price rally, long-term investors bolster their holdings.