Daniel Moore focuses on on-chain data, market structure, and crypto market dynamics. His work centers on explaining how liquidity, narratives, and blockchain activity interact across different market cycles. He writes analytical explainers and data-driven market pieces for BTCUSA.
Bloomberg Odd Lots host Joe Weisenthal warns the current crypto winter is the coldest ever, pointing to a structural freeze beyond typical bear market cycles.
Binance Research warns that U.S. stocks are siphoning capital away from crypto, highlighting a rotation in investor appetite that threatens crypto market liquidity.
A Polymarket contract on whether Strategy would sell Bitcoin resolved to No, but the ruling set off a dispute and raised new questions about market manipulation and institutional BTC liquidity.
ICE CEO Jeff Sprecher said Hyperliquid is “bigger than Nasdaq” with just 11 people, forcing markets to reassess what trading volume really signals in an era of permissionless infrastructure.
Arca CIO Jeff Dorman says Strategy’s bitcoin accumulation has gotten out of hand, questioning whether the MSTR premium is now a structural risk to the broader market.
FalconX has confidentially filed for an IPO with the SEC, targeting a year-end listing, signaling growing institutionalization of crypto prime brokerage and market infrastructure.
Bitcoin spot ETFs saw net outflows of $193.17 million on May 27, signaling cautious institutional positioning amid macro uncertainty and profit-taking. The outflows highlight shifting sentiment after weeks of mixed flows.
Arthur Hayes explains why most tokens decline: projects pocket protocol revenue, VC dumps depress prices, and investors now demand real cash flows, not just hype.
Grayscale singles out Hyperliquid as the breakout success story, shedding light on the maturation of on-chain trading and what it means for market structure.
Adam Back argues Bitcoin’s simplicity sidesteps DeFi’s smart contract risks, AI-driven attacks, and restaking leverage problems, pointing toward cold storage and ETFs as the safer route for institutional capital.