• 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,…