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30 Apr, 7 tweets, 3 min read
El riesgo y el rendimiento son dos caras de la misma moneda.

En el resumen de esta semana, ampliamos nuestro análisis para explorar el rendimiento y el riesgo en los principales sectores del mercado de criptomonedas

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messari.io/article/weekly…
Activos Principales - Rendimiento

Los principales activos basados en la capitalización de mercado experimentaron una fuerte caída durante el fin de semana.

Sin embargo, la mayoría de los activos se recuperaron rápidamente terminando la semana en territorio positivo.
DeFi - Riesgo (volatilidad)

La volatilidad en la mayoría de los activos de DeFi ha experimentado una disminución constante desde principios de marzo.

En abril, la volatilidad de $MKR aumentó hasta el 9.8%, lo que la convierte en el activo más volátil del grupo.
Plataformas - Correlaciones

Durante los últimos 30 días, $SOL se ha vuelto cada vez menos correlacionado con el resto de los activos en el sector.

Semanalmente, la correlación continuó disminuyendo alcanzando niveles tan bajos como -45%.
Activos Principales - Correlación con Bitcoin

Las correlaciones con #Bitcoin en todos los activos se han recuperado desde principios de marzo.

Una excepción es $DOGE, que experimentó una disminución abrupta a mediados de abril debido a su desempeño vertiginoso.
Consulte el artículo para leer sobre este análisis en los siguientes sectores:

- Activos Principales
- DeFi
- Monedas
- Protocolos de intercambio descentralizado (DEX)
- Web-3

Atención: el artículo está escrito en inglés.

👇🏻

messari.io/article/weekly…

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More from @RobertoTalamas

Roberto Talamas Profile picture
30 Apr
Risk and return are two sides of the same coin.

Generally, the higher the expected return of an investment, the higher the risk it carries.

In this week’s recap, we expanded our analytics to drill down on the performance and risk across the major sectors of crypto markets.

1/
messari.io/article/weekly…
Top Assets – Performance

Top assets based on market capitalization experienced a sharp decline during the weekend.

However, most assets rebounded quickly ending the week in positive territory.

Leaders: $UNI, $ETH, and $ADA
Laggards: $DOT, $LTC, and $LINK
Read 7 tweets
Roberto Talamas Profile picture
23 Apr
Q1 2021 marked the beginning of the long-awaited ecosystem wars.

In this week's recap, we dive into the weekly performance of the most popular protocols across different Layer-1s.
Ethereum

Assets with longevity on their side showed the highest resilience during the week. As of April 22nd, $MKR and $COMP were the only two assets in the Ethereum ecosystem with positive weekly returns.
Cosmos

All assets in the Cosmos ecosystem suffered last week. $ATOM, the chain's native token, had the worst performance ending the week with a -27% return.
Read 7 tweets
Roberto Talamas Profile picture
23 Apr
Since the last market cycle, CEX crypto derivative volumes have seen immense growth.

At its peak, BTC derivatives reached trading volumes of $84 billion, an increase of 922% from June 2020.

Can the same be said about decentralized derivatives?

👇🏻
The derivatives section of our piece investigates the rise of decentralized perpetual and synthetic protocols during Q1 2021.

messari.io/article/q1-202…
Volumes in decentralized exchanges are beginning to rival their centralized counterparts.

Unfortunately, the same cannot be said about derivates.

Ethereum’s exorbitant fees have hampered the growth of derivatives trading.

Read 6 tweets
Roberto Talamas Profile picture
22 Apr
In Q1 2021 lending protocols saw an explosion in growth as DeFi continues to gain widespread adoption.

During the quarter lending deposits through all the major lending protocols surpassed $25 billion, a 2.8x increase from the end of Q4.

1/
Q1 DeFi Review: Lending, Derivatives, Insurance, and more.

messari.io/article/q1-202…
Unsurprisingly, as lending deposits increased the number of outstanding loans also went parabolic.

In Q1 approximately $10 billion was borrowed across the top lending platforms.
Read 6 tweets
Roberto Talamas Profile picture
16 Apr
Weekly Performance Recap as of April 15th

Data: @MessariCrypto

Centralized and decentralized exchanges were the top-performing sectors during the week fueled by the excitement of the Coinbase IPO.
Top Assets by Market Capitalization

$DOGE and $XRP were the clear outperformers of the group with weekly returns of 114% and 88% respectively.
Sector Drill Down - DeFi

DeFi was the third best performing sector of the week with an aggregate return of 22.4%. Among DeFi assets, THORChain's native token $RUNE led the way, returning 54% on the week.
Read 9 tweets
Roberto Talamas Profile picture
9 Apr
Q1 2021 was a historic quarter for the industry.

Asset prices across all sectors reached new all-time highs as that bull market continues with full force.

Here is a recap of what happened 👇🏻
In this piece, the @MessariCrypto research team and I dive into the performance of the overall market and drill down on some of the top-performing assets in each sector according to our taxonomy.

messari.io/article/q1-per…
The top assets by market capitalization were dominated by $BNB. The token's run was fueled by the rise of Binance Smart Chain as a low-cost alternative to Ethreum.

Further aiding $BNB's run was the exchange's accelerating volumes and earnings fueled by white hot crypto markets.
Read 9 tweets

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