In yesterday's Ahead of the Curve, We argued that the market overreacted to the Binance news. We're now firmly back to where we started the week, structurally and technically.

In this piece, we summarize the overlap and differences between the two cases in the easiest possible fashion.

Europe's new crypto rules are formally signed, Tether asserts its dominance in the stablecoin market, and the Bitcoin miners strike back in Texas. This, and more, in our weekly news recap below.

BlockFi retracts statement regarding liquidation, Celsius assets sold, ChatGPT founder Sam Altman secures $115M for previously mocked Worldcoin, and more, in this week's Friday Focus!

Last week, we showed what would happen if you invested in cryptocurrencies in early 2018. Investing in early 2018 was, in hindsight, the worst timing possible. Now, what if you, instead of reacting to the hype in late 2017, were ahead of the curve?

An infamous trio from last year's crypto crisis is in focus this week, with BlockFi, Voyager, and Celsius still figuring out how to repay their customers - more in this week's Friday Focus!

In late 2017, Bitcoin became widely renowned through the ferocious rally peaking at close to $20,000 shortly before Christmas. In a second wave lasting into early 2018, altcoins spearheaded by XRP and Ethereum rocketed while Bitcoin started dropping off.

More Q1 results, operational trouble for Binance, and brief problems for the Ethereum network. This, and more, in the Friday Focus.

The SEC ordered to answer Coinbase promptly, FED raised interest rates, and positive results for several crypto companies—this and more in the Friday Focus below.

Crypto exchanges are in focus this week as Coinbase pushes SEC for answers, while Binance nukes its deal with bankrupt Voyager — more on the crypto exchanges' struggles and other news in this week's Friday Focus.

The European Union became the first major jurisdiction to pass comprehensive crypto laws—more on the EU's new MiCA law and other news in this week's Friday Focus.

Global exchange traffic is down 25% from this summer globally.

An estimated 345,000 Norwegians currently own cryptocurrencies, down 75,000 from last year, but still higher than 2021 levels.

Close to 1.5 million Ether has been withdrawn since the Shanghai upgrade on Wednesday 12th of April. Two-thirds of these withdrawals are built-up rewards from past validator duties.

Massive surge in ETH activity following Shanghai, while BTC activity reigns stale. Are institutions rotating exposure?

This week’s news are more about what’s to come than what happened. Get up to speed by reading our quick rundown in the post-Easter Friday Focus.

Growing OI and volumes before and during the initial push higher suggests so.

BTC’s current drawdown and recovery cycle is remarkably similar to the pattern seen in the 2018-19 bear market in terms of length and trajectory. Let's look at some clues from the past.

Our weekly K33 Research newsletter. This week on a Wednesday!

American authorities vs. the crypto industry have become a recurring topic in the Friday Focus. And this week is no different. Get the short and sweet rundown in the Friday Focus below.

Spoiler: Prices go up - then down.

Our weekly K33 Research newsletter.

Our weekly K33 Research newsletter.

The market reacted positively to Grayscale’s oral hearing versus the SEC last Tuesday, as GBTC’s discounts narrowed. What's next?

Prominent crypto bank Silvergate enters controlled liquidation, and crypto prices take a tumble. Get up to date on a U.S. heavy news week in our Friday Focus below.

In a case where a token's value driver is a stream of willingness to pay for ‘smart’ transactions and with staking, the mechanical inflation becomes irrelevant for a token investor.

This article is an evergreen – detailing our high-level approach to evaluating fundamental token prices. The article may be updated from time to time as our understanding of token prices evolve.

A year of expensive lessons. This report is both a backward-looking review and a forward-looking assessment of what’s to come.