Lido stETH Maintains DeFi Collateral Dominance Despite Decline
Even as Lido's market share of staked ETH has eroded post-Pectra, stETH remains the single most-deposited collateral asset across major lending markets.
Anya Verma//Aug 28, 2025//5m
The Archive
Search the archive
Found 24 results for “markets”
Bitcoin's Equity Correlation Climbs to 0.5 Through 2025
After two years near zero, the rolling correlation between Bitcoin and the S&P 500 has nearly doubled, raising hard questions about the asset's diversification value.
James Thornton//Dec 9, 2025//5m
Bitcoin Plunges on Trump Tariff Announcement
Crypto and equities fell together after the administration unveiled sweeping tariffs, sending BTC down nearly 15% in a single 48-hour stretch.
James Thornton//Apr 9, 2025//5m
Bitcoin Tags $126k Then Crashes Below $100k
An October all-time high was followed within weeks by a sharp reversal, ending a long stretch of relative calm and rekindling cycle-top discussions.
Maya Reyes//Nov 21, 2025//5m
Spot ETF Outflows Hit Record in Late 2025
U.S. spot Bitcoin and Ether ETFs posted multi-billion-dollar outflows over a multi-week stretch, the heaviest sustained redemption window since launch.
Ava Sundberg//Nov 28, 2025//5m
SOL and XRP ETFs Defy Outflows in Altcoin Rotation
Despite a brutal multi-week redemption window for BTC and ETH funds, the new SOL and XRP ETFs have not posted a single outflow day since launch.
Ava Sundberg//Nov 21, 2025//6m
Bitcoin's Stock Correlation Briefly Decoupled During Pre-ETF Run
For most of late 2023 and early 2024, BTC's 90-day correlation with U.S. equities collapsed toward zero, only to climb back later in the year.
James Thornton//May 14, 2024//5m
Bitcoin Dominance Shifts as Altcoin Rotation Finally Takes Hold
After months of BTC-only outperformance, capital is beginning to flow into Ethereum, Solana, and a handful of major L1s.
Helena Cross//Nov 18, 2025//4m
Tether's Quarterly Attestation Shows a Record Treasury Portfolio
USDT issuer Tether published its latest reserves report, with U.S. Treasury holdings now larger than those of several sovereign nations.
Olivia Chen//Oct 23, 2025//5m
Standard Chartered Cuts Bitcoin Forecast Below $100k
The bank's crypto research desk, long an aggressive bull, formally cut its year-end target to below the round number, citing macro headwinds.
Helena Cross//Oct 30, 2025//5m
Strategy's ATM Issuance Slows as Premium Compresses
MicroStrategy/Strategy slowed its at-the-market equity issuance program sharply in November, as the premium of MSTR shares to underlying BTC NAV narrowed.
Helena Cross//Nov 25, 2025//5m
AI-Stock Crypto Correlation Climbs Amid Bubble Fears
The correlation between Bitcoin and a basket of large AI stocks has reached multi-year highs, with both responding to the same Fed-and-bubble-risk narrative.
James Thornton//Oct 14, 2025//5m
Stablecoin Supply Crosses $312B Globally
Aggregate stablecoin float across all chains and issuers has crossed a fresh round number, with payments use cases driving an increasingly large share of growth.
Olivia Chen//Sep 30, 2025//5m
Crypto VC Funding Returns After Multi-Year Drought
Quarterly venture investment in crypto startups has crossed $4 billion for the first time since 2022, led by infrastructure, payments, and stablecoin-rail bets.
Theresa Volkov//Oct 8, 2025//5m
Public Bitcoin Treasury Companies Multiply Across Tokyo, Toronto, São Paulo
More than two dozen non-U.S. listed companies have announced material Bitcoin treasury positions, with Japanese and Brazilian issuers leading the trend.
Helena Cross//Sep 9, 2025//5m
Coinbase Quarterly Earnings Show Trading Revenue Rebound
The largest U.S. crypto exchange's Q3 earnings beat estimates on a sharp recovery in retail trading volumes, with derivatives and custody emerging as quietly significant revenue lines.
Theresa Volkov//Nov 8, 2025//5m
CME Bitcoin Futures Open Interest Hits All-Time High
Open interest on the regulated venue has crossed $20 billion for the first time, signaling deeper institutional engagement with the asset's derivatives market.
James Thornton//Aug 26, 2025//4m
Bitcoin Volatility Index Touches Multi-Year Lows
Implied vol on listed Bitcoin options briefly fell below levels last seen in 2019, reflecting the asset's increasing maturity as a regulated macro instrument.
James Thornton//Jul 15, 2025//4m
Stablecoin Cross-Border Settlement Quietly Eats SWIFT Share
Several mid-tier corridors have seen stablecoin volumes overtake conventional bank-wire activity, with the trend most pronounced in Latin America and Southeast Asia.
Olivia Chen//Mar 4, 2026//5m
Pump.fun-Driven Solana Priority Fees Reach Record
Memecoin trading volume on Solana drove network priority-fee revenue to all-time highs, with implications for validator economics and stake yields.
Alejandro Ruiz//Nov 8, 2024//5m
Worldcoin's Orb Network Clears Regulatory Hurdle in Key Markets
After years of pushback, the iris-scanning identity project has reached settlements that allow continued operation in several major jurisdictions.
Sofia Marchetti//Sep 23, 2024//6m
CoreWeave-Style HPC Pivots Tempt the Largest Miners
As CoreWeave's market valuation has demonstrated the multiple traditional public markets pay for AI hosting, the largest miners are exploring more aggressive AI strategies.
Theresa Volkov//Oct 4, 2025//6m
MiCA's Second Phase Takes Effect, European Issuers Feel the Squeeze
The full Markets in Crypto-Assets framework entered into force on January 1, 2025, completing a multi-year rollout and forcing widespread CASP licensing.
Sofia Marchetti//Jan 2, 2025//5m
CFTC Asserts Jurisdiction Over Spot Crypto Markets
Acting CFTC Chair Caroline Pham testified that the agency stands ready to assume primary jurisdiction over digital commodity spot markets if the CLARITY Act passes.
Marcus Webb//Sep 17, 2025//5m