K33 Research

Understand the digital assets industry, from short-term market signals to long-term fundamentals. Formerly Arcane Research.

[K33 Research @K33Research]

Bitcoin posted its worst one-week return since February 10, while three-week ETF flows fell to their second-deepest level on record. Meanwhile, funding rates have surged to their highest levels since mid-November 2025 with OI hovering near yearly highs.

https://t.co/0Lkn5YlBE7

[K33 Research @K33Research]

BTC nosedived in a relatively quiet crypto news week marked by Trump's support for crypto legislation, the CFTC's Gemini U-turn, and ICE's onchain ambitions, while we take a closer look at the largest known IBIT block trade to date.

https://t.co/9TAGATCYGG

[K33 Research @K33Research]

Volumes at yearly lows, volatilities at yearly lows, and aggressive ETF outflows. Meanwhile 30-day average funding rates flips positive, ending the negative funding rate streak at 84 days, 4 days shy of a new record.

https://t.co/sQN9ZvNlr4

[K33 Research @K33Research]

SpaceX disclosed BTC holdings in its IPO filing, while Iran-linked media reported the launch of Hormuz Safe, a bitcoin-settled marine insurance platform. We also cover Trump’s order urging the Fed to review crypto firms’ access to U.S. payment rails.
https://t.co/MJLWuTxW7x

[K33 Research @K33Research]

BTC was rejected at the 200d MA like in past bear rallies, but the current pattern is different, we still expect that the cycle low is behind us. BTC ETPs bled 24,303 BTC this week, and we find evidence that ETF holders sell the hardest near break-even.

https://t.co/LQ5TTbHDZq

[K33 Research @K33Research]

The Senate Banking Committee advanced the Clarity Act to the Senate. Warsh has been confirmed as the next Fed Chair, while Schwab is following Morgan Stanley in piloting spot crypto trading through its new platform, “Schwab Crypto”

https://t.co/CBvZMWc5b2

[K33 Research @K33Research]

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.
https://t.co/psVDwisj7e

[K33 Research @K33Research]

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.

https://t.co/3lUPfKyqqp

[K33 Research @K33Research]

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.

https://t.co/5qpCFYco6c

[K33 Research @K33Research]

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.

https://t.co/sWSzNiMzcd

[K33 Research @K33Research]

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.

https://t.co/a8zvNEgACj

[K33 Research @K33Research]

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.

https://t.co/ix9ApQPO5d

[K33 Research @K33Research]

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.

https://t.co/IuACPJD8m0

[K33 Research @K33Research]

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.

https://t.co/SNzBSEmD7g

[K33 Research @K33Research]

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.

https://t.co/DtdfWLuQCs

[K33 Research @K33Research]

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 🥚
https://t.co/3NW3rw42P5

[K33 Research @K33Research]

Six consecutive Easters of lower volumes and softer volatility in bitcoin. Will the Iran war break the pattern?

https://t.co/V4JwwASeA7

[K33 Research @K33Research]

Despite regional differences, the takeaway is clear: crypto is no longer niche but firmly established across the Nordics.

Read the full report here: https://t.co/xB4BZMX3XL

https://t.co/3NW3rw42P5

[K33 Research @K33Research]

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.

[K33 Research @K33Research]

Sweden has the highest crypto ownership rate in the Nordics, the most notable year-over-year growth and also the largest number of crypto owners, overtaking Norway as the regional leader.