26 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

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.

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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.

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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.

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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.

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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.

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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.

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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.