76 reports · updated daily

Crypto market analysis — daily research notes

Original analytical reports on public crypto data. Cross-source signals, derivatives positioning, on-chain flows, developer activity. No predictions, no signals.

What you'll find here

Original analytical research on public cryptocurrency market data, published daily. Every report begins with a specific cross-source disagreement we noticed in the data — on-chain activity contradicting price action, derivatives positioning rejecting retail sentiment, developer momentum fading while a token rallies — and works through what the public data actually shows. No predictions, no buy/sell signals, no price targets. The job is to describe; readers draw their own conclusions.

We pull from seven independent sources: CoinGecko, DeFiLlama, Binance Futures, GitHub, Fear & Greed Index, FRED, and crypto news feeds. Every figure traces to a named source and the timestamp at which we captured it. Edited by Jonathan Reed; full process on the methodology page.

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Latest analysis

Y
Crypto Sentiment Through the Fear Cycle

YLDS Volume Analysis: 3.5x Above Average, Price Flat (May 2026)

YLDS volume analysis shows $4.87M in 24h turnover, 3.5x its $1.40M average, while price was flat at -0.02%. Read the regime.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Volatility Analysis: 1.07% vs Risky Caps (May 2026)

Bitcoin volatility analysis shows BTC at 1.07% 30-day realized vol, below the risky large-cap basket and paired with 59.59% dominance. Read the stress split.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Breadth Analysis: 30-Day Drift vs 7-Day Movers (May 2026)

Bitcoin breadth analysis shows BTC down 2.96% in 30 days, dominance at 59.51%, and 7-day movers split. Read the breadth signal.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Market Structure: Movers Split 62.91% to -13.77% (May 2026)

Bitcoin market structure split sharply: NEAR gained 62.91% while BCH fell 13.77%, even as BTC dominance held 59.51%. Read the tape.

S
Crypto Sentiment Through the Fear Cycle

Sky Volume Analysis: 3.2x Spike With -0.22% Price (May 2026)

sky volume analysis of $51.9M turnover, 3.2x above SKY's 24h average and paired with -0.22% price action. Read the regime shift.

A
Crypto Sentiment Through the Fear Cycle

AAVE Price Analysis: 15.2% Drop on $796.6M Volume (May 2026)

AAVE price analysis shows a 15.2% 24h drop on $796.6M volume and a 22.98% 90-day drawdown. Read the fear-cycle context.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Momentum Analysis: 0.94% Vol, 77591 Price (May 2026)

Bitcoin momentum analysis: BTC closed at 77591 with 0.94% 30-day realized vol and fear still dominant. Read the structure gap.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Regime Analysis: 49.6% Drawdown Meets 0.94% Vol (May 2026)

Bitcoin regime analysis: BTC sits 49.6% below its 2025 peak while 30-day vol is 0.94%. Read the regime signal in structure, not noise.

C
Crypto Sentiment Through the Fear Cycle

Crypto Fear Analysis: 15 Risky Names and 10 Weekly Losers (May 2026)

Crypto fear analysis of 15 risky CR24 names and the top weekly losers: BCH is -35.37% from its 90-day high, with risk-off clustering. Read on.

B
Bitcoin’s 12-Month Market Structure

Bitcoin Trend Analysis: 1.84% vs. 1.21 pp (May 2026)

Bitcoin trend analysis shows BTC up 1.84% in 30 days while dominance rose 1.21 pp to 59.61%. Read the structure shift.

C
Crypto Sentiment Through the Fear Cycle

Crypto Sentiment Analysis: 180 Fear Days and New Highs (May 2026)

Crypto sentiment analysis shows 180 days of fear-heavy readings, yet HYPE, TRX and INJ still lead. Read the leadership map.

C
Crypto Sentiment Through the Fear Cycle

Crypto Sentiment Analysis: 79% Risky, Yet Greed Still Flickers (May 2026)

Crypto sentiment analysis shows 79% of scored coins are risky, yet 7 of 10 perp leaders still carry positive funding. Read the pockets.