Articles & Insights

Crypto market analysis, trading strategies, and blockchain insights from our editorial team.

The $8 billion ETF bleed is over but the 10x leverage overhang is the real story

The market celebrates an end to institutional selling based on spot data alone; our read suggests the real risk lies in the 10x derivatives overhang supporting…

BTC
Sigrid VossSigrid Voss·
The $8 billion ETF bleed is over but the 10x leverage overhang is the real story

The SEC promises a safe harbor but the volume data shows a ghost town

The SEC promises regulatory clarity while trading volumes suggest everyone's taking an unscheduled holiday. Rising BTC dominance appears less like aggressive…

BTCETH
Sigrid VossSigrid Voss·
The SEC promises a safe harbor but the volume data shows a ghost town

Bitcoin ETFs are buying again but the chart says wait

Another day of ETF buying arrives just in time to keep things interesting on paper. Our signal scanner flags that current inflows are more of a ripple than the…

BTC
Sigrid VossSigrid Voss·
Bitcoin ETFs are buying again but the chart says wait

Ethereum gas is practically free. Here is why that is not necessarily good news.

Ethereum's low gas fees feel like a bargain compared to past crazes. However, our read suggests this quiet period might signal less network demand rather than…

ETH
Sigrid VossSigrid Voss·
Ethereum gas is practically free. Here is why that is not necessarily good news.

Revolut is cutting off USDT and the retail pipes are clogging

The usual narrative about easy access to DeFi just hit a regulatory speed bump. Revolut cutting USDT support signals that even major consumer apps are hitting…

USDT
Sigrid VossSigrid Voss·
Revolut is cutting off USDT and the retail pipes are clogging

Half of Bitcoin holders are underwater and that is actually a good sign

Another day, another market indicator suggesting everything is fine despite appearances. Our analysis of Bitcoin's unrealized profit shows that a significant…

BTC
Sigrid VossSigrid Voss·
Half of Bitcoin holders are underwater and that is actually a good sign

Ondo just tokenized BlackRock, but the custodial model is the real story

Tokenizing BlackRock's ETF sounds impressive until you examine who holds the keys. The real market shift here isn't the asset itself; it's moving from opaque…

ONDOETHBTC
Sigrid VossSigrid Voss·
Ondo just tokenized BlackRock, but the custodial model is the real story

Ethereum is getting a corporate makeover while its market share vanishes

The narrative around Ethereum's corporate makeover seems rather polished when compared to its current market share performance. Our data shows ETH dominance at…

ETHBTC
Sigrid VossSigrid Voss·
Ethereum is getting a corporate makeover while its market share vanishes

Open USD wants to share reserve revenue, but what is open usd stablecoin?

The stablecoin industry has always been about keeping profits locked up; Open USD proposes giving that revenue back to its corporate backers instead. This…

USDCUSDT
Sigrid VossSigrid Voss·
Open USD wants to share reserve revenue, but what is open usd stablecoin?

Our signal scanner just flagged a BTC setup that contradicts the panic

Panic selling often looks like nothing more than panic selling. Our signal scanner flags specific BTC support zones that suggest structural floors forming…

BTC
Sigrid VossSigrid Voss·
Our signal scanner just flagged a BTC setup that contradicts the panic