Crypto chatter is shifting toward AI, with rising focus on James Wynn and Strategy.
SOL, LOUD, and meme coins saw sharp spikes in social volume as narratives took hold.
SOL, LOUD, and meme coins saw sharp spikes in social volume as narratives took hold.
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In 2020, we saw reversals similar to those that are happening on the market now.
But this time the previous waves were neither big nor small, so they are a little difficult to interpret. It doesn't look like a full-fledged bull market, but it doesn't look like a mini-bull market of 2019.
But this time the previous waves were neither big nor small, so they are a little difficult to interpret. It doesn't look like a full-fledged bull market, but it doesn't look like a mini-bull market of 2019.
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CEXs dominate the crypto options trading volume, with an average monthly trading volume of $97 billion in the past 12 months.
In contrast, DEXs’ notional volumes were around $877 million in the same period, according to DefiLlama.
In contrast, DEXs’ notional volumes were around $877 million in the same period, according to DefiLlama.
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About 30% of all bitcoins are controlled by 216 centralized organizations, including governments and public companies.
This dynamic may indicate the growing interest and influence of institutional investors and the market's transition to a more centralized model of asset storage.
This dynamic may indicate the growing interest and influence of institutional investors and the market's transition to a more centralized model of asset storage.
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TRON set a new record: $700B in transfers, of which $411B was from whales.
In May alone, $694.54 billion worth of USDT was transferred on TRON. That's an ATH.
In May alone, $694.54 billion worth of USDT was transferred on TRON. That's an ATH.
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The blockchain landscape witnessed several high-profile launches in early 2025, each promising unique value propositions.
Six months in, the data reveals a sobering picture of post-launch traction.
Here's my article on the state of new chains, featuring Berachain, Abstract, Unichain, Ink, and Worldchain.
Six months in, the data reveals a sobering picture of post-launch traction.
Here's my article on the state of new chains, featuring Berachain, Abstract, Unichain, Ink, and Worldchain.
Substack
The State of New Chains: Berachain, Abstract, Unichain, Ink, and Worldchain
The blockchain landscape witnessed several high-profile launches in early 2025, each promising unique value propositions. Six months in, the data reveals a sobering picture of post-launch traction.
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Open interest in ETH futures has reached a new ATH, exceeding $20 billion.
Despite a slight pullback from the $2.8 thousand level, leverage continues to grow, and traders are increasing volumes.
Despite a slight pullback from the $2.8 thousand level, leverage continues to grow, and traders are increasing volumes.
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Binance Alpha's trading volume has been declining after peaking at $2.04 billion on June 8.
Already in mid-June, it is about $777 million – a decrease of 62%.
Already in mid-June, it is about $777 million – a decrease of 62%.
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The inflow of BTC to Binance from whales and retail traders has fallen to the lowest level since the beginning of this cycle.
This model indicates a strong retention preference, not sales.
This model indicates a strong retention preference, not sales.
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Transactions on Avalanche C-Chain increased from ~250 thousand to almost 1.2 million in June, which is partly due to USDC and a surge in low-value transfers of less than $10.
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Last week there were many interesting events. Everything in order in the research ↓
General
➖ 4pillars: Inevitable Expansion of the Bitcoin Ecosystem
➖ CoinShares: Digital asset bi-weekly digest - June 17th 2025
➖ Binance: Weekly: Geopolitical Shocks, Short Squeeze, and ETH’s Rising Opportunity
➖ Galaxy: Weekly Top Stories - 6/13
➖ Galaxy: The Agentic Edge: A New Operating System for the Physical World
Market
➖ CoinShares: Market update - June 13, 2025
➖ CoinShares: Digital Asset Fund Flows | June 16th 2025
➖ CoinGecko: RWA Report 2025: When Crypto Gets Real
➖ Coinbase: Weekly: State of Crypto 2025
➖ Cointelegraph: HTX Ventures: Macro Liquidity, Trump-Era Policies and Crypto’s Institutional Shift
➖ Glassnode: Market Pulse: Week 25
➖ Galaxy: Rates, Rent, and Retail Pain
➖ Galaxy: May Milestones: New BTC Highs, ETH Surge, and Evolving Speculation
DeFi
➖ 4pillars: Fragmetric's Evolution: From Liquid Restaking Towards Universal Asset Management
Blockchains & networks
➖ 4pillars: The Data Wars: Sui-Powered Walrus vs. Full-Stack Irys
General
➖ 4pillars: Inevitable Expansion of the Bitcoin Ecosystem
➖ CoinShares: Digital asset bi-weekly digest - June 17th 2025
➖ Binance: Weekly: Geopolitical Shocks, Short Squeeze, and ETH’s Rising Opportunity
➖ Galaxy: Weekly Top Stories - 6/13
➖ Galaxy: The Agentic Edge: A New Operating System for the Physical World
Market
➖ CoinShares: Market update - June 13, 2025
➖ CoinShares: Digital Asset Fund Flows | June 16th 2025
➖ CoinGecko: RWA Report 2025: When Crypto Gets Real
➖ Coinbase: Weekly: State of Crypto 2025
➖ Cointelegraph: HTX Ventures: Macro Liquidity, Trump-Era Policies and Crypto’s Institutional Shift
➖ Glassnode: Market Pulse: Week 25
➖ Galaxy: Rates, Rent, and Retail Pain
➖ Galaxy: May Milestones: New BTC Highs, ETH Surge, and Evolving Speculation
DeFi
➖ 4pillars: Fragmetric's Evolution: From Liquid Restaking Towards Universal Asset Management
Blockchains & networks
➖ 4pillars: The Data Wars: Sui-Powered Walrus vs. Full-Stack Irys
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