November’s CryptoSlate Alpha snapshot: Navigating crypto’s regulatory maze and economic uncertainties
Unraveling November’s crypto dynamics: Halving anticipation and regulatory readiness shape the industry’s path.
Welcome to the CryptoSlate Alpha November Snapshot, a collection of the month’s most pivotal research, insights, and market reports. This content, central to understanding the evolving crypto landscape, is available exclusively to our subscribers who stake at least 20,000 ACS tokens in our Access Protocol pool on Solana.
This edition delves into the challenges and opportunities awaiting the crypto sector in 2024. Our key report, “Crypto’s Crucial Year: Overcoming 2024’s Regulatory and Economic Challenges,” examines how the industry prepares for regulatory shifts and economic uncertainties, especially in the context of the upcoming Bitcoin halving.
We also present an in-depth analysis of prominent layer-1 blockchains like Solana, Avalanche, and Cosmos and explore the implications of BITO’s performance for the future of Bitcoin ETFs. Additionally, our insights cover the intriguing phenomena of yield curve inversions and their impact on crypto markets.
Our research articles highlight significant trends such as the declining ETH/BTC ratio, shifts in Bitcoin’s market dominance, surges in Solana’s user engagement, and the resilience of Bitcoin at critical price points. We also analyze the repercussions of Binance’s recent SEC fine and its influence on futures trading.
Join us in exploring November’s critical developments in the crypto sphere. With CryptoSlate Alpha, you’re always one step ahead.
November α Market Reports
The crypto industry prepares for a defining year with regulatory hurdles and economic uncertainty ahead.
Analyzing the intricacies and innovations of Solana, Avalanche, and Cosmos as they redefine the layer-one blockchain landscape.
Exploring the performance of BITO to understand if it could serve as an indicator for the future performance of a spot Bitcoin ETF.
Exploring the phenomena of inversion and un-inversion of the yield curve.
November α Research Articles
Ethereum’s post-Merge slump versus Bitcoin’s rally reflected in a declining ETH/BTC ratio.
Shift in Bitcoin’s supply and price influence points to a concentrated U.S. market power.
A multi-tiered user base emerges as Solana experiences significant engagement and transactional variance.
A surge in Bitcoin miner revenues suggests a profitable lead-up to the network’s halving event.
Bitcoin holders expand their grip amid market recovery.
Trading volumes in Bitcoin futures and perpetual contracts surge in wake of Binance’s $4 billion SEC fine.
Bitcoin holders pivot to exchanges, reversing six-month withdrawal trend.
Further, Avalanche’s expanding user base shows 30x increase in transactions per second.
Bitcoin’s impending halving triggers a mining frenzy as hash rate hits new highs.
Transaction backlog and fee inflation mark Bitcoin’s network challenges amid rising popularity of Inscriptions.
Analyzing Bitcoin’s supply trends as surge in long-term Bitcoin holdings points to investor confidence
Supply shift reveals Bitcoin moving from short-term trades to long-term holds.
Key metrics predict a positive shift for Ethereum’s DeFi ecosystem as user adoption aligns with rising transactions.
Solana’s 89.31% TVL growth signals rising star status in DeFi sector, but Ethereum remains the sector’s biggest player.
Bitcoin’s realized cap has hit $407 billion as investors lock in profits ahead of the 2024 halving.
The total volume of Bitcoin futures traded jumped from $27.69 billion to $71.29 billion, showing an increase in speculative activity.
The ETH/BTC ratio’s spike and the increased trading activity mean heightened market attention for Ethereum following BlackRock’s ETH ETF filing.
The put/call ratio’s gradual increase reflects a market that, while still bullish, is becoming more cautious.
A surge in Bitcoin Inscription activity is placing pressure on the network.
Gold’s steady performance contrasts with Bitcoin and Ethereum’s high volatility, underscoring differing investment narratives.
High demand for Bitcoin futures indicates over-leveraged market ramping up for a bull run.
Solana’s DeFi protocols see impressive user growth and token appreciation.
The significant growth in TVL, driven largely by Marinade Finance, highlights Solana’s potential, but also raises questions about its reliance on a few major protocols.
Persistent discount on Grayscale Bitcoin Trust could suggest growing market desire for a U.S. spot Bitcoin ETF.
November Top α Insights
Unpacking Bitcoin’s previous cycles reveals long-term trends that could potentially signal new market phases.
Bitcoin’s upcoming 2024 halving expected to outshine Ethereum’s inflation rate.
Long-term holder milestone nears as 15 million Bitcoin remain steadfast amid market shifts.
Bitcoin miner balances see sharp drop amid transaction fee spikes and potential selling anticipation.
Crypto markets navigate regulatory pressures, eyeing potential boost from 2024’s economic outlook.
Unlike Tulip Mania, Bitcoin has rebounded from severe drawdowns multiple times.
Long-term and short-term Bitcoin holders react markedly to CZ and Binance news, triggering a significant sell-off.
Bitcoin sees aggressive accumulation akin to bear market bottoms and bull market peaks.
Profitable withdrawals shift crypto market sentiment as investors pivot to gains.
U.S. and Asian markets showcase strong bullish trends as Bitcoin soars past $35,000.
A surge in Inscriptions pushed the 7-day average Bitcoin mempool transaction count above 70,000.
Bitcoin adoption milestone: 50 million addresses with non-zero balances imminent
Bitcoin traders are showing optimism with roughly $350 million bet on a $45K strike price for year-end 2023.
Rising inflation and US debt shift focus to hard assets like gold and Bitcoin, with Bitcoin soaring 120% year to date.
Historical data shows that U.S. elections and recessions have typically occurred within close temporal proximity to each other.
Despite Bitcoin’s dip, short-term holders’ losses limited compared to past sell-offs.
Baby boomer retirement trends may trigger asset liquidation amid shifting demographics
Bitcoin experiences a 50% increase in 4-year compound growth, igniting debates on future profitability.
Amidst turbulent liquidations, Bitcoin achieves a positive November for the first time since 2017.
Changpeng Zhao’s departure from Binance has been followed by a split in investor behavior, with whales exiting as retail flows in.