Dear subscribers, Welcome to Bitcoin Onchain, Offchain, and Beyond. With the futures market boom, evolving Defi protocols, ETFs, and increasing legacy market correlation, the Bitcoin landscape has become much more complex compared to past cycles. This newsletter is aimed to provide insights in this more nuanced landscape. We use both on-chain and off-chain data to capture the spot and derivative market supply and demand dynamics.
Bottom Forming
Bottom Forming
Bottom Forming
Dear subscribers, Welcome to Bitcoin Onchain, Offchain, and Beyond. With the futures market boom, evolving Defi protocols, ETFs, and increasing legacy market correlation, the Bitcoin landscape has become much more complex compared to past cycles. This newsletter is aimed to provide insights in this more nuanced landscape. We use both on-chain and off-chain data to capture the spot and derivative market supply and demand dynamics.