K33 Research
@K33Research
Understand the digital assets industry, from short-term market signals to long-term fundamentals. Formerly Arcane Research.
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As BTC faced low-volatility consolidation, the negative 30-day funding rate streak reached 74 days. This week, STRC ex-dividend dynamics may drive aggressive BTC accumulation by MSTR, while the Senate Banking Committee's Clarity vote may spark excitement.
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White House targets July 4 for the Clarity Act, Morgan Stanley pilots crypto spot trading on E*Trade, and AWS partners with Coinbase and Stripe for AI agent USDC payments. We also cover Coinbase restructuring and Strategy’s openness to selling BTC.
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Strong momentum, but low volumes. Amid the solid trend, 30d funding rates remain negative and leverage in perps continues to grind higher, a factor that could amplify the impact of a short squeeze, which now seems increasingly likely to emerge.
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Trump to host memecoin gala, DOJ arrests soldier over insider trading, and scammers target Hormuz ships. In trending topics, we examine progress on the Clarity Act and how delays could push it into 2027 if it does not move to markup soon.
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Bitcoin prices and funding rates are diverging. While BTC trends higher, funding continues to fall, with 7-day rates on par with February lows alongside rising open interest. This setup increases the likelihood and potential magnitude of a short squeeze.
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Goldman joins the BTC ETF race as a proposal to protect Bitcoin from quantum threats emerges. We discuss the ongoing wave of Wall Street crypto initiatives and the recent divergence between news flow and price action.
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Bitcoin is now back at range highs, hovering slightly below $75,000.
We find the current regime supportive of a breakout, with clear signs of persistent pessimism in derivatives amid a series of positive institutional launches and announcements.
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Schwab prepares spot crypto trading and suggests 1–8.8% BTC allocations, Morgan Stanley sees a strong ETF launch, Bhutan reduces BTC holdings, and we examine Iran’s remarkable toll proposal in this week’s deep dive.
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Bitcoin spent the week in tight consolidation and low trading volumes, fully in line with past Easter patterns. Today marks Trump's Iran ultimatum deadline, elevating risks of accelerated volatility ahead.
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ICYMI:
2.5 million Nordic crypto owners! 🐣🐤
Who are the crypto owners?
Which country has the highest crypto adoption in the Nordics?
How many people in the Nordics intend to buy crypto in the next decade?
Find the answers in the link below 🥚
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Six consecutive Easters of lower volumes and softer volatility in bitcoin. Will the Iran war break the pattern?
A particularly striking finding is how far crypto adoption has come among younger adults.
More young Nordics now own crypto than directly own stocks, with roughly 1.53 million crypto owners compared to 0.94 million equity owners in comparable age groups.
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Our annual Nordic Crypto Adoption Survey is out.
Though regional, the findings mirror trends across developed markets. These results are globally relevant due to shared adoption patterns and evolving investor behavior.
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