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Crypto Market Intelligence – January 2023
Download the Full Report in PDF by André Dragosch, Head of Research and Dominik Poiger, Chief Product Officer Key Takeaways Chart of the Month Performance Review Cryptoassets staged an extraordinary comeback this year outperforming other asset classes by a very wide margin in January. More specifically, the top 10 cryptoassets performed 36.7% while global developed market…
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DDA Crypto Market Pulse – January 16, 2023
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Chart of the week Performance Last week, cryptoasset prices managed to outperform again, as there were signs of increasing institutional buying interest throughout the week. Overall market sentiment was lifted by another expected decline in US inflation numbers that were released on…
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DDA Crypto Market Pulse – January 09, 2023
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Chart of the week Performance Last week, cryptoasset prices managed to outperform again, as risk aversion gradually declined throughout the week. A positive catalyst was the US employment report that contained first hints of slowing wage growth which could prompt the Fed…
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DDA Crypto Espresso – Bitcoin Seller’s Remorse
Are sellers becoming exhausted? Key Takeaways One of the key concerns for investors is when cryptoasset markets and in particular Bitcoin prices will finally reach their bottom in this cycle. Prerequisites of a cycle bottom are usually the following: We have written extensively about the first 3 points in our latest DDA Crypto Espresso about…
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DDA Crypto Market Pulse – December 19, 2022
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Cryptoassets were worst asset class last week, underperforming global equities, bonds and commodities Because of the negative news flow, our in-house Crypto Sentiment Index has decreased again In general, exchange ouflows continued during last week on account of the rumors surrounding…
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DDA Crypto Market Pulse – December 12, 2022
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Cryptoassets were the second-best asset class last week despite the negative news flow, outperforming global equities and bonds, but underperforming commodities Our in-house Crypto Sentiment Index has improved only slightly compared to last week and is currently neutral In general, trading…
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DDA Crypto Market Pulse – December 05, 2022
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Cryptoassets were again the best asset class last week, outperforming global equities, bonds and commodities Our in-house Crypto Sentiment Index has improved further as underlying sentiment was mainly supported by the positive statements of Fed Chairman Powell In general, exchange inflows…
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Crypto Market Intelligence – November 2022
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways November was a rather hard month for cryptoassets due to the collapse of one of the biggest crypto exchanges FTX Our in-house indicator of monetary policy has eased significantly lately as the market has begun to price in a more moderate…
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DDA Crypto Espresso – Estimating Bitcoin bottom probabilities with on-chain fundamentals
Key Takeaways The current Bitcoin bear market is very similar in terms of on-chain fundamentals compared to previous bear markets However, the degree of “pain” during the previous 3 bear markets was even higher, although “hodling mentality” among Bitcoin investors is very strong in this cycle and short-term investors have mostly exited the market Nonetheless,…
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DDA Crypto Market Pulse – November 28, 2022
Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Cryptoassets were the best asset class last week, outperforming global equities, bonds and commodities Our proprietary Crypto Sentiment Index has improved further as underlying sentiment was mainly supported by the planned distressed assets fund by Binance The market will probably focus…