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

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Crypto Sentiment Through the Fear Cycle

Crypto Sentiment Analysis: 61 to 48 in 4 Days (May 2026)

Crypto sentiment analysis shows Fear & Greed hit 61, then fell to 48 in 4 days; BTC-led structure and crowded perps kept it from resetting.

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Crypto Sentiment Through the Fear Cycle

Volume Analysis: FIGR_HELOC’s 3.7x Spike vs Flat Price (May 2026)

Volume analysis of FIGR_HELOC shows 308.6M USD traded, 3.7x its 24h average, while price slipped 0.19%. Read the regime shift.

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Crypto Sentiment Through the Fear Cycle

CR24 Score Analysis: 15 Weakest Majors and Risk Appetite (May 2026)

CR24 score analysis of the 15 weakest majors shows 22-31 scores, 111 daily news items, and 92.25% top-10 volume share — read the stress map.

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Crypto Sentiment Through the Fear Cycle

CR24 Coins: 11 Strong Names in a 314-Coin Weak Tape (May 2026)

CR24 coins are concentrated: 11 strong names out of 314 scored, while 204 sit in risky. See which signals still hold in fear-damaged tape.

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Crypto Sentiment Through the Fear Cycle

DeFi TVL Analysis: 60.7% Top-3 Share vs Fear (May 2026)

DeFi TVL analysis shows top-3 protocols hold 60.7% of leader TVL while total TVL rose 0.85% in 30 days. Read the resilience signal.

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Crypto Sentiment Through the Fear Cycle

Crypto Funding Rates: 0.0100% Tops While Fear Lingers (May 2026)

Crypto funding rates are highest on XRP, SUI, ADA, LINK and AVAX at 0.0100% while Fear & Greed sits at 29. Read the crowded-long setup.

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Crypto Sentiment Through the Fear Cycle

Crypto Sentiment Analysis: 46-Day Fear Stretch (May 2026)

Crypto sentiment analysis shows 46 straight Extreme Fear days and a 1-day Fear streak, while BTC volume fell 42.1% below its 30-day mean. Read the regime shift.

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Crypto Sentiment Through the Fear Cycle

Fear and Greed Analysis: 180-Day Low Rank (May 2026)

Fear and Greed analysis shows today’s 10 reading sits near the 180-day floor, with BTC at 59.86% dominance. Read the trough context.

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Crypto Sentiment Through the Fear Cycle

Bitcoin Fear Analysis: 24-Readings and 17% BTC Gain (May 2026)

Bitcoin fear analysis: BTC gained 16.99% in 30 days while fear stayed frequent; 1.48% vol and 59.86% dominance frame the regime shift.

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Crypto Sentiment Through the Fear Cycle

APE Price Analysis: 15.6% Drop on $116.7M Volume (May 2026)

APE price analysis: APE fell 15.6% to $0.1446 on $116.7M volume, with fear still dominant. Read the structure behind the dump.

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Crypto Sentiment Through the Fear Cycle

Bitcoin Sentiment Analysis: Fear Rebounds in 7 Days (May 2026)

Bitcoin sentiment analysis of the 180-day Fear & Greed record: 1 fear-to-neutral rebound in 1 day, with BTC dominance at 59.86%. Read the regime shift.

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Crypto Sentiment Through the Fear Cycle

AERO Price Analysis: 17.1% Pump, 3.7x Volume (May 2026)

AERO price analysis: AERO jumped 17.1% to $0.4362 on 3.7x volume, while CR24 and perp positioning stayed mixed. Read the structure.