This document discusses analytics opportunities in the cryptocurrency market and analyzes four influential 2020 trends: Bitcoin momentum, the Ethereum renaissance, the rise of decentralized finance (DeFi), and stablecoins/ChainLink. It provides data-driven insights for each trend, such as the percentage of Bitcoin holders realizing profits, growth in Ethereum network transactions and fees, capital flows between Bitcoin and DeFi, and transaction volumes for stablecoins and ChainLink. The document argues that cryptocurrencies have uniquely rich data that enables new analytical approaches to understanding this emerging asset class.

1. Crypto Analytics:
Never Miss a Key
Market Movement
Again

2. About ITB
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Additionally, ITB works with several top hedge funds in the creation of intelligent quant strategies
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3. Agenda
● Some ideas about analytics in the crypto
market
● An analytics-centric perspective of the most
important crypto-trends in 2020

4. Let’s start with
an obvious
statement...

5. Crypto is a new asset class
with new fundamentals

6. Every financial asset
class in history has
created new
analytical factors

7. Price, volume, information
correlations…
24x7 markets….
Supply-Demand balance…. Dividends, risk….

8. Crypto Assets are the data-
richest asset class in history

9. And the first one that
reveals individual investor
behaviors….

10. Analyzing crypto assets with just price and
volume is being lazy and ignoring the
data-rich universe of this new asset class

11. 11
From a data perspective, crypto might be
the richest asset class in history….

12. 12
And that opens the door to new forms of
analysis….

13. 13
Let’s see that with some non-obvious
analytics about four key crypto trends of
2020….

14. 14
4 Influential Trends of 2020
Bitcoin Momentum
Ethereum Renaissance
The rise of DeFi
Stablecoins, ChainLink
Others…

15. Bitcoin Momentum

16. Bitcoin is a highly profitable
investment, but how much?

17. 17
92% of Bitcoin Holders Have Realized Profits

18. How about investors with
positions close to the current
price?

19. 19
About 50% of Bitcoin Investors in Close Proximity to the
Current Price are Realizing Profits

20. Who is active in the current
market? Long term holders?,
Medium-term holders?,
traders?

21. 21
Investors that Hold BTC for Less than a Day or Between
18-24 Months Have Been the Bigger Sellers

22. Which exchange has seen the
most inflows of capital?

23. 23
Binance Has Seen a Tremendous Uptick in New Capital

24. How many investors hold
more than 1000 BTC? More
than 10,000 BTC…?

25. 25
Close to 30% of Bitcoins are Held by Wallets Holding
Between 1000-10000 BTC

26. 26
Ethereum Renaissance

27. How much has the Ethereum
network grown?

28. 28
Transactions of 6 Ethereum Blocks: 2018

29. 29
Transactions of 6 Ethereum Blocks: 2019

30. 30
Transactions of 6 Ethereum Blocks: 2020

31. Are large investors and
institutions actively trading
Ethereum?

32. 32
Ethereum Transactions Over $100k Have Been Trending
Near 52-Week Highs

33. Is Ethereum attracting new
users/traders?

34. 34
New Addresses Trading Ethereum is Near 52-Week Highs

35. Is Ethereum getting more
expensive to trade?

36. 36
Ethereum Fees Have Been Increasing Influenced by the
DeFi Boom

37. Where is Ethereum Mostly
Traded?

38. 38
There is a Solid Balance Between Ethereum Transactions
in Asia vs. The Rest of the World

39. 39
The Rise of Defi

40. Are investors moving from
BTC to DeFi?

41. 41
Capital Inflows from BTC to DeFi Have Been Growing

42. 42
Activity in the WBTC-ETH Uniswap Pool Has Been Very
Steady

43. Is the number of DeFi
users/investors skyrocketing?

44. 44
Not as Much as You Might Think

45. Are AMMs here to stay?

46. 46
AMMs Remain One of the Most Solid Trends in the New
Wave of DeFi

47. What are traders using loans
in DeFi protocols?

48. 48
Most Compound Loans are Between $1k-$10k and DAI
Dominates as the Main Lending Stablecoin

49. A Data Perspective of Other Relevant
Crypto Trends…

50. Stablecoins…

51. 51
USDT Transactions in Ethereum Have Been Growing
Consistently

52. 52
Asian Countries Dominate USDT Transactions

53. 53
Stablecoins Transactions are a Key Component of the DeFi
Ecosystem

54. The rise of ChainLINK…

55. 55
LINK Transaction Volumes has Grown 8x this Year

56. 56
● Crypto might be the data richest asset class in history
● That characteristic opens the door to a new set of analytics that are unique
to crypto markets
Summary

57. INTRODUCING
Jesus Rodriguez
jr@intotheblock.io
medium.com/@jrodthoughts
intotheblock.com
Thank You!