Markets

Markets are volatile with everyone rushing to get their hands on the latest, greatest cryptocurrency. Get ahead of the pack with Blockworks premium insights.

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The AI sector was the top loser on the week, trading down -26%

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Unit economics inflect, institutional capital shows up onchain, and market structure continues to evolve

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BTC leads a broad crypto bid as ETFs post their strongest inflow in weeks

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Crypto lags behind TradFi benchmarks, but trends in stablecoins, deposits and loans point to durable multi-year growth

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Despite a soft market backdrop, Solana DeFi tokens showed relative strength, with Sanctum leading the pack

by Carlos /
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The data paint a complicated picture about user activity and the Monad ecosystem

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Ethereum rolls out Fusaka, setting the stage for a stronger blob fee market and renewed deflationary potential

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Money market indicators are flashing liquidity stress again as crypto underperforms equities

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Meanwhile, high performance in AI and DePIN signals a renewed speculative appetite in infrastructure and computation.

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The S&P 500 fell -2.4% yesterday, and BTC plunged -5.2% to $80K today

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Nvidia’s blowout earnings brighten risk sentiment, but crypto lags as BTC selling accelerates and sector performance bifurcates

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Randomness is easily mistaken for meaning, especially in markets.

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Markets retreated on Monday amid renewed macro uncertainty, with every index in the red except crypto minders

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With markets still lagging, indices for BTC, crypto miners, and the Solana ecosystem are down

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GPUs are starting to go dark even as data-center spending doubles — is a bubble on the horizon?

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Risk assets sold off as doubts loom over a December rate cut, with BTC tumbling briefly below $95K this morning

by Carlos /
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Lido unveils a new buyback plan while BTC treasury companies slip below mNAV — can either model can truly return value?

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A new Sui-based protocol promises to unlock Bitcoin’s idle liquidity and eliminate wrapped-token risk

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What does Uniswap’s proposal to activate protocol fees and unify incentives mean for UNI token holders?

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Risks and illiquidity come to surface in the wake of a red October

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BTC tumbles 15-20% from recent highs while ETF outflows signal shifting sentiment among institutional players

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Crypto markets were negative yesterday, but BTC miners rallied on blockbuster HPC deals

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Equities remained more resilient to macro weakness, with S&P and Nasdaq 100 gains

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If AI is a bubble, let’s hope it gets even bigger

Decoding crypto and the markets. Daily, with Byron Gilliam.