• 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…

  • 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…

  • 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…

  • 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…

  • 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,…

  • 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…

  • DDA Crypto Market Pulse

    Download the Full Report in PDF by André Dragosch, Head of Research Key Takeaways Market is still dominated by ongoing contagion fears after the FTX insolvency Our proprietary Crypto Sentiment Index has improved marginally last week coming from very bearish levels the week prior Underlying crypto ETP flows and on-chain indicators suggest ongoing accumulation among…

  • Iconic Crypto Espresso – FTX Post-Mortem: Is the cyclical bottom finally in?

    Key Takeaways Massive dislocations within crypto derivatives markets in consequence of the FTX debacle are indicative of a short-term bottom Fire-Sale valuations and the fact that we might have passed the peak of maximum hawkishness by the Fed after the recent US inflation data, increase the probability of a cyclical bottom in crypto markets Massive…

  • Iconic Crypto Espresso – FTX (FTT): What Just Happened?

    Key Takeaways The FTX exchange token FTT has come under speculative attack following a report by Coindesk that questions the solvency of FTX’s parent company Alameda Investors should expect more volatility in the short term but watch out for attractive buying opportunities in major cryptoassets What just happened? Preceeding events Sam Bankman-Fried (henceforth SBF) was…

  • Crypto Market Intelligence – October 2022

    Download the Full Report in PDF Key Takeaways  Close to “peak hawkishness” of US monetary policy but risks remain to the downside in the short-term with a potential spike in volatility ahead. Increasing evidence of peak hawkishness is in our view the necessary condition for a sustained macro bottom in Bitcoin and cryptoassets in general…