Volatility regimes in Bitcoin and beyond
BTC’s 30-day realized volatility was 1.69% as dominance held near 59.49%, while sentiment, breadth, and leverage mapped unevenly.
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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Volatility Regimes in Bitcoin and Beyond
Cross-Asset Dispersion in Large-Cap Crypto
Cross-asset dispersion in large-cap crypto
Top-100 crypto split sharply over 7 days: STABLE led at 30.13% while DEXE fell 15.22%, even as BTC dominance held near 59.49%.
The New Shape of DeFi Liquidity
The New Shape of DeFi Liquidity
DeFi TVL is concentrated in a few incumbents, with Multi-Chain dominating chains and top coins dominating market structure and volume.
Crypto Sentiment Through the Fear Cycle
Crypto sentiment through the fear cycle
A 180-day look at Fear & Greed regimes, BTC context, leverage, flows, and news sentiment to see when fear persisted or broke.
Bitcoin’s 12-Month Market Structure
Bitcoin’s 12-Month Market Structure
Bitcoin’s 12-month path shows a 34.8% peak-to-trough drawdown, a 1.69% 30-day volatility reading, and a current price near the top of its range.
Bitcoin Drew the Headlines, But Crypto Barely Moved: April 2026’s Media-Price Disconnect
April 2026 crypto data shows a striking disconnect: Bitcoin dominated news flow, yet price barely moved. Here’s what that pattern may reveal about sentiment, saturation, and market reaction.
Where DeFi Capital Is Moving in April 2026: Bitcoin Gains TVL While Ethereum Slips
An analytical look at April 2026 chain-level TVL rotation: why Bitcoin is gaining DeFi capital, Ethereum is losing momentum, and niche chains are still attracting selective inflows.
Why April 2026’s Market-Cap-Per-Commit Screen Puts Bitcoin and Ethereum in a Class of Their Own
April 2026 crypto data shows Bitcoin at roughly $5.79 billion in market cap per monthly commit, revealing a stark valuation split between reserve-like assets and active build-phase networks.
Layer 2 Capital Isn’t Fleeing Equally in April 2026 — Why zkSync’s Flat TVL Stands Out
April 2026 Layer 2 analysis: zkSync Era held TVL steady while Arbitrum slipped slightly and Base fell harder, revealing a selective capital pattern beneath fearful market sentiment.
April 2026 Crypto Snapshot: Bitcoin Climbs While Fear Refuses to Let Go
Bitcoin rose above $76,000 on April 16, 2026, but sentiment still sits in fear. A data-driven look at what TVL, futures and macro rates reveal about crypto’s uneasy balance.
April 2026 Headline Stress Test: Why Crypto Prices Barely Moved as Fear Stayed High
April 2026 crypto analysis: bearish and neutral headlines around war risk, hacks and DeFi stress met only modest price declines. Here’s what the sentiment-price disconnect may reveal.
April 2026’s Hardest Screen: Why Only a Handful of Crypto Projects Still Look Structurally Healthy
An analytical April 2026 snapshot of why only 11 crypto projects currently combine active development, muted leverage and resilient core signals in a fearful market.