Graphing Digital Assets
Month in Review
December 2024
As we look ahead to 2025, December’s Graphing Digital Assets revisits some of our favorite data and how the markets moved throughout 2024. Will we see new patterns emerge in the coming year, particularly as the new administration takes office in the U.S.?
November 2024
November saw bitcoin price soar to new highs following the U.S. presidential election. We explore how bitcoin's price action compared to past predictions, as well as how institutional investors and traders can participate in this accelerated growth.
October 2024
October data underscores a resurgence in confidence in digital assets: Bitcoin nearly reached its all-time high, hedge funds reported accelerating digital asset investments, and stablecoins are proving to be an asset to be reckoned with.
September 2024
In September, bitcoin broke historical seasonality patterns with an unexpected gain. The asset is positioned for exponential growth amidst ongoing macroeconomic forces, underscored by BlackRock's bullish stance on the space.
August 2024
The global economy felt a shock in August and the VIX soared in reaction to macroeconomic factors, including a sharp rate hike by the BoJ and a weaker than expected U.S. labor report. Cryptocurrencies were not unaffected, highlighting the interconnectivity of global markets and seemingly unrelated assets.
July 2024
Amid market turbulence, digital assets saw meaningful activity. BTC ended the month positive while ETH fell despite the launch of spot ETH ETFs in the US. Stablecoins continued their upward trajectory, potentially bolstered by Circle complying with the new MiCA regulations in the EU.
June 2024
Bitcoin price dipped in June, notably reacting to the Mt. Gox repayment announcement. Meanwhile, amidst a market slowdown, the DeFi sector holds relatively strong, while the continued growth of digital asset ETPs reinforces institutional interest in the space.
May 2024
Digital assets took center stage on Capitol Hill in May, with bipartisan legislators generally showing support for the asset class. We also examined the effect of May's crypto recovery on the Fear & Greed Index, as well as the increasing interest in RWA tokenization.
April 2024
Amidst a rise in hedge fund investing and digital asset fund outperformance, April witnessed a softening of the BTC price rally, likely attributable to macroeconomic and geopolitical factors. Concurrently, industry leaders file lawsuits against the SEC and its attempt to stifle innovation.
March 2024
As Q1 comes to a close, we examine macroeconomic factors affecting overall market sentiment, as well as BTC pricing trends and the potential for widespread adoption of digital assets.
February 2024
As BTC soars towards all-time highs, we turn to the basics with a look at supply/demand, as well as increasing institutional allocations to ETH and a potential BTC price softening around the impending halving.
January 2024
2024 opened with the momentous approval of spot bitcoin ETFs in the U.S., among other positive developments for the digital asset industry. This month, we take a deeper dive into ETF trading volumes before turning our attention to stablecoins.
December 2023
December brought a strong finish to the digital asset market in 2023. As we look ahead to the coming year, we examine the effects Bitcoin-related news, macroeconomic factors, and increased trading volumes may have on continued crypto outperformance.
November 2023
November saw positive trends for digital asset investing, underscored by our findings this month, which include a look at crypto exchanges, BTC perps, and a risk-return analysis with surprising results.
October 2023
This month, we focus on Bitcoin price movements and implied volatility. What are observable market trends surrounding a spot bitcoin ETF? We analyze the historical and potential future effects of the prospective approval of spot bitcoin ETFs by the SEC.
September 2023
September highlights include an analysis of BTC performance that is in line with crypto seasonality findings, the significance of a crossover in BTC and ETH volatility trends, and what we can learn from the dispersion of altcoins.