Reports

CoinDesk Research’s Insight into Crypto Investment is the point of connection where investors can access a common source of crypto asset insights from the sector’s leading analysts.

The CoinDesk Monthly Review for July 2020 covers how bitcoin performed vs. gold; how Ethereum is responding to stablecoin pressures; volume in crypto markets; and the returns, volatility and correlations of stablecoins in the CoinDesk 20.

In the opening weeks of July, it looked like gold would surpass bitcoin for monthly returns, as it reached an all-time high, a frustrating state of affairs for those who believe the current macro situation should be a “perfect storm” for bitcoin’s “gold 2.0” narrative. That was before bitcoin shot up nearly 20% in a […]

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Arcane Research shares its latest weekly report, featuring volatility, derivatives, trading volume, ethereum fees, scalability and more.

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This 22-page report covers the technology behind Ethereum 2.0 as well as the phases of development it will undergo in the years after its launch. It also discusses the potential market impact of Ethereum 2.0, and features commentary from ethereum developers about what benefits but also risks this may bring.

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Matt Walsh and Nic Carter of Castle Island Ventures aim to demystify the cryptodollar phenomenon from both a conceptual and practical perspective. They offer a definition and a taxonomy of cryptodollars, recapitulate their growth to date, and discuss how practitioners are employing these assets.

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Delphi Digital looks at the incredible growth of DeFi in the Ethereum ecosystem coupled with catalysts such as staking in Phase 0 of Eth 2.0, expected in Q4.

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Matt Walsh and Nic Carter of Castle Island Ventures aim to demystify the cryptodollar phenomenon from both a conceptual and practical perspective. They offer a definition and a taxonomy of cryptodollars, recapitulate their growth to date, and discuss how practitioners are employing these assets.

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Arcane Research shares its latest weekly report, featuring volatility, derivatives, trading volume, ethereum fees, scalability and more.

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Digital currencies may not be a fit for everyone, but having an objective understanding of the asset class is increasingly important. This toolkit aims to provide financial advisors with what they need to stay informed and have thoughtful conversations with clients about digital currencies.

The CoinDesk Monthly Review for July 2020 covers how bitcoin performed vs. gold; how Ethereum is responding to stablecoin pressures; volume in crypto markets; and the returns, volatility and correlations of stablecoins in the CoinDesk 20.

In the opening weeks of July, it looked like gold would surpass bitcoin for monthly returns, as it reached an all-time high, a frustrating state of affairs for those who believe the current macro situation should be a “perfect storm” for bitcoin’s “gold 2.0” narrative. That was before bitcoin shot up nearly 20% in a […]

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In this report, Fidelity Digital Assets focuses on the view that Bitcoin is an aspirational store of value. It explores the inherent characteristics that position Bitcoin to fulfill this role in the future, considers whether it is being used in this way today, and discusses factors that may drive greater demand for such utility.

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TokenInsight looks at the Q2 performance and short-term outlook of the crypto derivatives market, focusing on contract competition, role of stablecoins, growth in deliverable contracts, infrastructure gaps and more.

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TokenInsight looks at spot crypto exhanges, their evolution over the past quarter, how they are withstanding the overall volume slump, and the motivations behind the investor segments driving growth. It also provides an overview of crypto market barriers and the industry’s short-term outlook.

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This report from Zabo looks at the growth of the crypto industry in a secular growth trend context, and analyzes current fintech offerings of crypto products.

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CoinDesk Research presents an analysis of Bitfarms, a publicly listed bitcoin mining company that has quickly grown its inventory of mining equipment through the use of high-interest rate debt. In this report, we evaluate Bitfarms’ financial position and its ability to make due on its upcoming debt obligations.

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In the fourth part of its deep dive into decentralized finance, TokenInsight focuses on asset management and market infrastructure.

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Fidelity Digital Assets describes the origins of the omnibus custody model in traditional finance and explores how and why digital asset custodians apply the omnibus model to securing customer assets.