Market Analyses

In this section, you will learn about the state of the market at key points in time.
Market Analyses
Executive Summary: Is Memecoin Szn Back?
In this article, I look at the recent explosive pumps of new memecoins, compare them to OG memecoins, examine whether it’s too late to join the hype, and analyze if this could mark the return of a sustained memecoin season.
Executive Summary: Market Update: Bitcoin Crosses $30K — Now What?
In this article, I analyze Bitcoin crossing $30k for the first time in 10 months. I examine what’s next based on trader sentiment and macroeconomic factors and assess if this bullish move can be sustained.
Executive summary: State of DeFi in 2023 (March 2023)
In this article, I delve into the current state of DeFi in 2023, examining the impact of DeFi Winter, the major DeFi protocols still standing, the challenges the industry faces, and the potential avenues for growth and future improvements in the decentralized finance ecosystem.
Executive Summary: Is The Bottom In? Q1 2023 Crypto Market Update
In this article, I analyze on-chain, trading, and sentiment data to determine if the bottom is in for crypto markets after the recent recovery. I look at indicators like MVRV ratio, volume, leverage, and influencer opinions to assess if more downside is expected or if the bottom has been reached.
Executive Summary: Explaining The Crypto China Narrative
In this article, I explain the crypto China narrative and analyze its origins, mechanisms, associated coins, key players driving it, and whether this concept of China liquidity fueling a crypto rally is likely to play out.
Executive summary: Macro Brief 2023: How Will Macro Impact the Crypto Markets? (March 2023)
In this article, I explore the impact of macroeconomic factors on the crypto market in 2023, discussing the key events that led to its downturn in 2022, the current macro situation, and the outlook for the rest of the year.
Executive summary: The State of Crypto Gaming in the Bear Market
Crypto gaming is down bad. in the bear market In this article, I analyze just how bad and why that is the case.
Executive summary: The State of NFTs in the Bear Market
NFTs are down horrendous in the bear market. In this article, I analyze, just how much.
Executive Summary: Why Is Ethereum Going Down? (October 2022)
For a while, it looked like ETH would merge with three figures following the Merge. In this article, I assess why ETH has not been turbobullish as predicted after going to PoS.
Executive summary: The ETH Merge Trade (Summer 2022)
The ETH Merge trade was the big trade narrative in summer 2022. In this article, I explain what it is and why everyone aped into it.
Executive summary: Inflation Still Running Hot! A September 2022 Bitcoin Price Update
Since the last July update, we had a small scam pump and a lot of sideways crabbing. What’s in store for BTC for the rest of 2022?
Executive summary: Inflation Still Running Hot! A September 2022 Bitcoin Price Update
Since the last July update, we had a small scam pump and a lot of sideways crabbing. What’s in store for BTC for the rest of 2022?
Executive summary: Euro at Parity to The Dollar - What Does That Mean for Crypto?
The ECB is rugging the euro and American tourists enjoy a nice discount on their eurotrips. But why is the euro in down-only mode and is that bullish or bearish for crypto? Read a macro-crypto crossover analysis.
Executive summary: Is the Bitcoin Bottom In? A July 2022 Update
Bitcoin is rallying after a brutal sell-off following the macro nuke and several hedge funds getting blown out. Will 18K hold as the bottom or will the beras strike back? Read the analysis and which big shots are bullish on BTC.