kaiko

S&P Dow Jones Indices và Kaiko vào ngày 1 tháng 9 năm 2026 đã công bố việc tích hợp các sản phẩm chỉ số tài sản kỹ thuật số thành một loạt thương hiệu hợp tác mang tên S&P Kaiko Digital Asset Indices. Các tỷ lệ tham chiếu tài sản kỹ thuật số của Kaiko và chỉ số đa tài sản, cùng với các chỉ số tiền điện tử hiện có của S&P DJI, sẽ được đổi tên thành S&P Kaiko. Loạt sản phẩm này được thúc đẩy bởi cơ sở hạ tầng dữ liệu gốc tiền điện tử của Kaiko và chuyên môn thị trường, trong khi S&P DJI chịu trách nhiệm cấp phép toàn cầu, phân phối và quản lý chỉ số.Khi ra mắt, loạt sản phẩm này sẽ bao phủ hơn 4000 tỷ lệ và chỉ số trong các loại tài sản kỹ thuật số. Các sản phẩm tài chính hiện có dựa trên tỷ lệ tham chiếu của Kaiko và chỉ số đa tài sản có thể sử dụng thương hiệu S&P Kaiko mới. Kaiko Indices, S.A. sẽ giữ lại thương hiệu hiện tại và đăng ký BMR. Giám đốc sản phẩm và vận hành của S&P Dow Jones Indices, Cameron Drinkwater, cho biết việc tích hợp này nhằm nâng cao tiêu chuẩn chỉ số tài sản kỹ thuật số với tính minh bạch, tính nghiêm ngặt và sự liên quan đến thị trường. Giám đốc điều hành của Kaiko, Ambre Soubiran, cho biết động thái này cung cấp uy tín, kênh phân phối và độ chính xác dữ liệu cho các tổ chức.

Kaiko announced the acquisition of digital asset data and analytics provider Amberdata. After the completion of this transaction, Kaiko stated that it will form a comprehensive service capability covering digital asset market data, analytics, pricing, indices, and data infrastructure, and will continue to expand into the tokenized asset sector.

According to the official announcement, digital asset market data and analytics provider Kaiko has announced the acquisition of the European decentralized finance infrastructure provider Cometh, which holds a MiCA / CASP license, to integrate data, analytics, indices, and on-chain infrastructure capabilities, along with Cometh's expertise in smart contract engineering.Kaiko stated that after the transaction is completed, the company will form an integrated infrastructure covering BMR authorized indices, MiCA compliant products, oracle services, and on-chain execution capabilities. Cometh has previously been granted a MiCA / CASP license by the French AMF and holds ISO 27001:2022 certification.

According to a report by the analysis firm Kaiko on Monday, the open interest, funding rates, and on-chain trading patterns in the perpetual contract market indicate that some traders may have positioned themselves ahead of the announcement of the Robinhood cryptocurrency listing. The report highlights the most obvious case of wallet address 0xa1E, which opened a long position in Lighter (LIT) on Hyperliquid at 11:05 AM on January 15, about an hour before Robinhood announced the listing of the token, and this wallet subsequently closed the position after the announcement.The same address also opened a short position in HOOD a few hours before Robinhood reported lower-than-expected first-quarter revenue on April 28. Several tokens, including ZEC, SNX, and NEAR, experienced abnormal spikes in open interest and funding rates, as well as price drift, before their listing announcements. Researcher Fraussen told Cointelegraph that traders who understand microstructure may have noticed public signals such as rising funding rates and increased trading volume and positioned themselves accordingly, but this type of positioning is statistically consistent and has repeatedly occurred across multiple events, reflecting privileged access to Robinhood's listing pipeline or a highly reliable front-running method based on public signals.

The crypto data agency Kaiko released data on platform X showing that the market share of U.S. crypto exchanges in the spot market has increased from about 8% to 15% within a year, nearly doubling, while the liquidity of Bitcoin in the domestic market is continuously strengthening and surpassing some offshore exchanges in multiple trading pairs.Analysis suggests that this change is mainly driven by factors such as ETF demand, institutional trading consolidation, and improvements in compliance and transparency.

Bloomberg and cryptocurrency market data provider Kaiko announced a partnership to directly embed Bloomberg's licensed financial data into blockchain environments, aiming to address data inconsistencies in the tokenized market. The first application scenario of the collaboration focuses on tokenized U.S. Treasury bonds and the repurchase market on the Canton Network, targeting institutional clients such as banks and asset management companies, rather than retail crypto traders.Both companies stated that by providing a unified authorized data source on-chain, market participants can reference the same dataset, effectively reducing reconciliation disputes and enhancing data integrity. Kaiko CEO Ambre Soubiran pointed out that institutional-grade data is the foundation for the effective operation of financial markets, and this collaboration will extend traditional market data to the next generation of tokenized securities infrastructure.Kaiko had acquired European crypto index provider Vinter in 2024, continuously expanding its influence in the regulated benchmarks and index services sector.

Kaiko Research analysis indicates that Bitcoin fell to around $59,930 earlier this month, marking a new low since October 2024, which may signify the "midpoint" of the current bear market. The market has moved away from the post-halving frenzy phase and entered a typical bear market period that usually lasts about 12 months, paving the way for the next accumulation phase.On-chain indicators and the performance of mainstream crypto assets show that the market is approaching key technical support levels, which will determine whether the four-year cycle framework continues. The spot trading volume on major centralized exchanges has decreased from about $1 trillion in October 2025 to $700 billion in November, a drop of approximately 30%. The total open interest in Bitcoin and Ethereum futures has also decreased from $29 billion to $25 billion, indicating ongoing market deleveraging. With multi-cycle oversold indicators emerging, the question of Bitcoin's rebound is more about "when it will happen" rather than "if it will happen."

According to DLnews, Kaiko's latest report shows that liquidity in the cryptocurrency market is overly concentrated on a few platforms like Binance, posing significant structural, operational, and legal risks. The report warns that although Binance is the largest exchange globally (with a spot trading volume of $15.3 billion and $27 billion in derivatives open interest), the platform is not formally regulated, has been convicted in the U.S. for inadequate anti-money laundering practices, and does not hold an EU MiCA license.The cryptocurrency market crash in October led to $19 billion in futures positions being liquidated, with Binance experiencing price deviations and account access issues. Kaiko researchers pointed out that if Binance were to face operational, legal, or technical shocks, it could trigger severe volatility across the entire market.

ChainCatcher news, according to TheBlock, Kaiko's latest report shows that the news that TRUMP Meme coin front-row holders may win VIP dinner qualifications and even meet the president has triggered a surge in token trading activity. The TRUMP token's price skyrocketed by 60% in a single day (from $9 to $14.5), accompanied by on-chain transfers reaching up to $2.4 billion, with on-chain activity increasing by 200%, simultaneously creating the highest daily trading volume on CEX since mid-February.Kaiko pointed out that although Trump is challenging the claim that "Meme coins are worthless," this move has also sparked controversy. Both political opponents and moral advocates have questioned the president's practice of offering exclusive usage rights to those who purchase his Meme coins.Kaiko predicts that although current trading volumes have retreated from their peak, they may surge again in the coming weeks: "As the activity deadline approaches, holders will transfer funds back on-chain to qualify for participation, which is expected to trigger a new round of activity."

ChainCatcher news, according to a research report by Kaiko, the market slump in February triggered several waves of liquidations, significantly reducing the leverage levels of the top ten altcoins. Analysts believe that this position reset has created a healthier foundation for the cryptocurrency market, potentially paving the way for a more sustained upward trend in the coming weeks.The report notes that with the U.S. announcing the establishment of a strategic cryptocurrency reserve plan, although Bitcoin's reaction was relatively muted, overall market volatility surged, especially among altcoins. The intra-day volatility, which had been below 200% since the tariff sell-off in February, skyrocketed after the announcement, with ADA's volatility breaking 600%, marking the largest increase among major altcoins.Kaiko's analysis indicates that the inclusion of specific altcoins in the U.S. strategic reserve may accelerate the rotation of capital among altcoins, reinforcing the trend of concentrated gains in altcoins. Since last November, trading activity on U.S. exchanges has increasingly been dominated by large-cap assets. A year ago, the top ten altcoins accounted for 58% of altcoin trading volume on U.S. platforms, and 50% on offshore exchanges; as of last week, these shares have risen to 77% and 66%, respectively.

ChainCatcher news, according to Kaiko, despite South Korean traders traditionally favoring altcoins (which account for about 80% of the market share on local platforms), Bitcoin has attracted a significant inflow of safe-haven funds during the recent political turmoil.On Upbit and Bithumb, the cumulative volume delta (CVD) of the BTC/KRW trading pair has shown a noticeable increase.

ChainCatcher news, Kaiko stated that recent demand for Bitcoin is primarily driven by enterprises. KULR Technology, Rumble, and Genius Group began incorporating Bitcoin into their balance sheets in the fourth quarter. However, $MSTR remains in the lead and significantly increased its purchasing volume in the fourth quarter.

ChainCatcher news, Kaiko predicts that ETH will experience positive growth by 2025. Analysts state, "ETH will be one of the biggest winners of the regime change in Washington, D.C." The company believes that its clear classification—whether as a commodity or a security—will stimulate growth next year.Despite many investors becoming increasingly cautious about ETH, especially after the ETH/BTC exchange rate hit a new annual low, it has stabilized and risen after the election.According to Coinglass data, Ethereum ETFs recorded only three days of outflows in the past 30 days. Meanwhile, investors have poured in over $12 billion.

ChainCatcher news, according to data from Kaiko Research, the price of Ethereum (ETH) recently reached an annual high of $4000. Although it briefly outperformed Bitcoin (BTC) after the U.S. elections, ETH has yet to test its historical high of around $5000 from 2021.However, last weekend, the price of ETH stabilized around $4000, indicating that it may be poised to test a new price range. The rise in ETH prices coincides with a resurgence of market interest in ETH ETFs, which set a record for historical fund inflows last week. Institutional investors have shown a significant increase in interest in ETH and are optimistic about potential returns in 2025.Additionally, changes in the leadership of the U.S. Securities and Exchange Commission (SEC) may further drive market demand, with ETH potentially being a significant beneficiary of this change.

ChainCatcher message, Kaiko pointed out in its market analysis that the recent rise in cryptocurrency has led to an increased demand for off-chain and on-chain liquidity of stablecoins. Since late October, the cost of borrowing USDT and USDC from Binance has more than doubled. While these rates typically fluctuate based on market conditions and supply-demand dynamics, this increase indicates a growing demand for leveraged positions in both spot and futures markets. Meanwhile, the market capitalization of stablecoins has also reached an all-time high.Additionally, the stablecoin lending rates on Aave V3 have also risen in November. In recent months, the cumulative trading volume delta (CVD) of USDT-USD has shown a significant increase in net buying since November, indicating that traders are shifting from fiat currency to stablecoins. The dominance of USDT relative to other dollar-backed stablecoins surged from 69% at the beginning of November to a 13-month high of 86% on November 26, before retreating to 80% last week.In the past month, the trading volume of euro-backed stablecoins has surged tenfold, rising from $5 million per day in October to over $70 million at the annual peak in early November, before slightly retreating last week.

ChainCatcher news, Kaiko released a report stating that ETF options are the latest bullish signal for BTC. Last week, several BTC ETF options made their debut, with BlackRock's IBIT options reaching a notional trading volume of $1.9 billion on the first day, totaling 354,000 contracts. In comparison, BITO options had a trading volume of $360 million when they launched in 2021. This strong buying power highlights the robust demand for BTC-linked derivatives and bullish market sentiment.Notably, over 80% of the IBIT first-day options trading volume was in call options, reflecting a strong belief in the price increase of Bitcoin. Trading activity was primarily concentrated on options with near-term expirations, with contracts expiring in December 2024 dominating. The share of IBIT call options significantly exceeded that of the largest crypto-native options market, Deribit, where call options accounted for 64% of trades.The launch of BTC spot ETF options could further accelerate institutional adoption. These tools allow investors to hedge risks and devise complex strategies to profit from Bitcoin's volatility. Additionally, they could drive the creation of structured products, which offer customized investments with specific risk-return characteristics, often developed by large financial institutions. This could attract new capital and a new wave of experienced institutional traders.

ChainCatcher news, Kaiko posted on X that after about two years, the "Alameda Gap" has finally disappeared. The liquidity gap left by the collapse of FTX and its sister company Alameda has been filled in U.S. exchanges.

ChainCatcher news, Kaiko acquires European cryptocurrency index provider Vinter. This aims to expand Kaiko's cryptocurrency data market and enhance the services provided to asset managers and institutional clients. Kaiko and Vinter will jointly offer regulated products such as derivatives, ETFs, and ETPs.

ChainCatcher news, according to Kaiko, the market expects volatility after the U.S. elections, but last week's Japanese elections drove an increase in the volatility of the yen. Since 2022, the 90-day realized volatility of BTC-JPY has surpassed that of BTC-USD for the first time.