Deep Dive Research
In-depth research from the Bitbase institute, offering systematic analysis of industry structure, market mechanisms, and risk.
Deep Dive Research
In-depth research from the Bitbase institute, offering systematic analysis of industry structure, market mechanisms, and risk.
Whale Tracking, Wallet Labeling and Smart Money: A Wallet-Entity Taxonomy and Forensic Detection Framework
2026-07-28
How to Analyze Token Unlocks and Sell Pressure: A Market-Impact Framework and Sell-Pressure Risk Score
2026-07-28
Analyzing Meme Coin Communities, Whales and Sentiment: A Structural Durability and Rug-Risk Framework
2026-07-28
Funding Rates, Open Interest and Liquidation Heatmaps: A Derivatives Positioning-Stress Model
2026-07-28
How to Evaluate DePIN Projects and Their Metrics: A Real-Demand vs. Emissions Framework
2026-07-28
Crypto Market Catalysts: An Event-Study Framework for Listings, Launches and Upgrades
2026-07-28
AI Crypto Narrative and How to Value AI Tokens: A Sector Taxonomy, Usage Multiples, and an Incentive-Sustainability Score
2026-07-28
The Dual-Track Divergence of Crypto Derivatives Infrastructure: A 2026-2030 Long-Wave Cycle
2026-07-20
When Momentum Breaks: A Structural Framework for Reading Meme Markets
2026-07-20
From Pizza to Unit of Account: The Prehistory of Bitcoin Price Discovery
2026-07-20
Whale Tracking, Wallet Labeling and Smart Money: A Wallet-Entity Taxonomy and Forensic Detection Framework
Bitbase Research on tracking whales and smart money: a wallet-entity taxonomy, address clustering, a wash-trading scorecard, and holder-flow reads.
2026-07-28
How to Analyze Token Unlocks and Sell Pressure: A Market-Impact Framework and Sell-Pressure Risk Score
Bitbase Research on analyzing token unlocks and sell pressure: a market-impact framework, the IPO lock-up analogue, and a five-factor sell-pressure risk score.
2026-07-28
Analyzing Meme Coin Communities, Whales and Sentiment: A Structural Durability and Rug-Risk Framework
Bitbase Research on analyzing meme coins: a durability and rug-risk framework of holder distribution, whale concentration, liquidity and social momentum.
2026-07-28
Funding Rates, Open Interest and Liquidation Heatmaps: A Derivatives Positioning-Stress Model
Bitbase Research on derivatives positioning signals: a stress model from funding divergence, open interest, spot/deriv volume and liquidation clustering.
2026-07-28
How to Evaluate DePIN Projects and Their Metrics: A Real-Demand vs. Emissions Framework
Bitbase Research on how to evaluate DePIN projects: a real-demand-vs-emissions framework centered on demand coverage, with unit-economics and emissions grading.
2026-07-28
Crypto Market Catalysts: An Event-Study Framework for Listings, Launches and Upgrades
Bitbase Research on crypto catalysts — listings, delistings, launches, upgrades and governance votes — ranked by abnormal-return magnitude and durability.
2026-07-28
AI Crypto Narrative and How to Value AI Tokens: A Sector Taxonomy, Usage Multiples, and an Incentive-Sustainability Score
Bitbase Research on valuing AI tokens: a four-subsector taxonomy (compute, inference, agents, data), usage multiples, and an incentive-sustainability score.
2026-07-28
The Dual-Track Divergence of Crypto Derivatives Infrastructure: A 2026-2030 Long-Wave Cycle
Bitbase Research on the dual-track divergence of crypto derivatives infrastructure: compliant clearing vs on-chain protocols in a 2026-2030 cycle.
2026-07-20
When Momentum Breaks: A Structural Framework for Reading Meme Markets
Bitbase Research dissects the TRUMP token's 97% collapse to show why RSI and MACD momentum oscillators fail in fundamentals-free meme markets.
2026-07-20
From Pizza to Unit of Account: The Prehistory of Bitcoin Price Discovery
Bitbase Research revisits Bitcoin Pizza Day: on May 22, 2010, 10,000 BTC bought two pizzas, first making BTC a unit of account in price discovery.
2026-07-20