Markets & Macro Resources
May 19, 2023
This week we have two great new reports. Gabe parker wrote about the state of liquidity and infrastructure competition in NFT markets. Charles yu wrote about curve’s new stablecoin, a major development for on-chain defi.
May 09, 2023
Galaxy experts focus on the crypto developments that matter in a new report that covers essential topics including what’s next for Bitcoin and Ethereum, what to watch in DeFi and Web3, the regulatory landscape, and more.
March 20, 2023
In this note, we refresh several key on-chain metrics, examine Bitcoin’s performance vs. other asset classes, and describe several upcoming catalysts that suggest the bet is yet to come for the world’s largest cryptocurrency.
March 14, 2023
Galaxy Head of Research Alex Thorn explains why crypto didn’t cause the current banking crisis.
November 18, 2022
Amid the market turmoil stemming from the collapse of FTX/Alameda, stablecoins have experienced increased interest as seen by trading volumes and on-chain activity.
August 28, 2022
After a bearish several weeks for risk assets culminating in a particularly aggressive sell-off following Federal Reserve Chairman Jay Powell’s remarks in Jackson Hole Friday, Bitcoin is again trading below it’s 200-week moving average.
March 15, 2022
This report is the first in our Do Your Own Research series. It offers a comprehensive and generalized overview of how to use on-chain data for the fundamental analysis of cryptoassets. Later reports in this series will dive deeper into how to leverage…
September 08, 2021
A large institutional seller sparks largest futures liquidations in both BTC and ETH since May 19, 2021. SOL led the way, BTC and ETH held up, while DeFi and altcoins underperformed.
August 27, 2021
The stablecoin market is moving, with flows exiting USDC and entering USDT in a reversal of previous trends, an indication of a risk-on market with resumed offshore activity.
May 20, 2021
Following market-moving comments from Tesla CEO Elon Musk over the last week, BTC, ETH, and the broader cryptocurrency market began a slide that became a significant correction this week