• DDA Crypto Espresso – Bitcoin Seasonality “Sell in May and go away?”

    Bitcoin Seasonality “Sell in May and go away?”by André Dragosch, Head of Research Key Takeaways An old Wall Street proverb claims to “sell in May and go away” implying that the months following April have usually exhibited below-average returns for equities. There is also an extensive body of academic literature that suggests that seasonality can play…

  • Breather for Cryptoasset Prices: On-Chain Metrics Reveal Some Profit-Taking by Long-Term Holders

    Breather for Cryptoasset Prices: On-Chain Metrics Reveal Some Profit-Taking by Long-Term HoldersDDA Crypto Market Pulse, April 25, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week’s cryptoasset performances were mostly weighed down by some profit-taking by long-term holders after major cryptoassets like Bitcoin had already advanced more than…

  • DDA Crypto Market Pulse – April 17, 2023

    DDA Crypto Market Pulse, April 17, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week’s cryptoasset performances were propped up by both positive on-chain and macro factors. On the one hand, weaker than expected US inflation data and higher unemployment claims led to a further pricing out of…

  • DDA Crypto Espresso – Ethereum Shapella Upgrade

    Ethereum Shapella Upgrade. What’s next?by André Dragosch, Head of Research Key Takeaways Introduction The Shanghai-Capella hard fork of Ethereum, also known as “Shapella,” has been completed, allowing users who “staked” their ether (ETH) to protect and confirm transactions on the blockchain to withdraw their funds. Yesterday at 22:27 UTC, the Shanghai update began, and it was…

  • DDA Crypto Market Pulse – April 11, 2023

    DDA Crypto Market Pulse, April 11, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week’s cryptoasset performances were rather muted and only recently cryptoassets appear to have exited their spring lull of the past weeks. This appears to be associated with an increase in Bitcoin futures (and perpetual)…

  • Crypto Market Intelligence – March 2023

    Crypto Market Intelligence March 2023 by André Dragosch, Head of Research Key Takeaways Chart of the month  Cryptoasset Performance Cryptoassets posted another high performance in March as Bitcoin’s market cap surpassed 500 bn USD again. The major coins outperformed any other major asset class by a very wide margin in last month. The main reason was…

  • DDA Crypto Market Pulse – March 27, 2023

    DDA Crypto Market Pulse, March 27, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week’s cryptoasset performances were rather muted compared to the week prior, where we saw one of the strongest performances since early-2021. It appears that cryptoasset markets have stabilized and do not seem to react…

  • DDA Crypto Market Pulse – March 20, 2023

    DDA Crypto Market Pulse, March 20, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week’s cryptoasset performances were one of the strongest since early-2021, ie during the last bull market. This was mostly due to an anticipated pause in the Fed hiking cycle and final Fed easing cycle…

  • DDA Crypto Market Pulse – March 13, 2023

    DDA Crypto Market Pulse, March 13, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week, cryptoasset performances were weighed down by two significant US bank failures (Silvergate and Silicon Valley Bank), but for different reasons. The insolvency of highly-interconnected crypto merchant bank Silvergate (SI US Equity) had increased…

  • DDA Crypto Market Pulse – March 06, 2023

    DDA Crypto Market Pulse, March 06, 2023 by André Dragosch, Head of Research Key Takeaways Chart of the week  Cryptoasset Performance Last week, cryptoasset performances were weighed down by a feared insolvency of highly-interconnected crypto merchant bank Silvergate (SI US Equity). Other traditional financial assets held up relatively well, especially commodities and equities. Bonds and the…