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Conor Ryder, CFA
Conor Ryder, CFA

130 Followers

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Published in Kaiko

·2 days ago

Token Unlocks: Not All Built The Same

January 26, 2023 By Conor Ryder, CFA Token unlocks are considered bearish events that allow early investors, developers and employees the opportunity to sell their vested tokens. Early token holders are incentivized to sell due to their cost basis being so low, often looking at triple digit returns once they get the opportunity to…

Research

8 min read

Token Unlocks: Not All Built The Same
Token Unlocks: Not All Built The Same
Research

8 min read


Published in Kaiko

·Jan 12

Liquid Staking Derivatives Wars

January 12, 2023 By Conor Ryder, CFA As a proof of stake network, Ethereum rewards stakers with block rewards and user fees. However, the 32 ETH minimum required to stake your ETH directly on the network prohibits the vast majority of users from doing so. Enter liquid staking derivatives, or LSDs. LSDs refer to…

Research

9 min read

Liquid Staking Derivatives Wars
Liquid Staking Derivatives Wars
Research

9 min read


Published in Kaiko

·Dec 22, 2022

Developing Economies: A Proven Use Case for Crypto

December 22, 2022 By Conor Ryder, CFA Some people think of crypto as purely an investment opportunity. A highly volatile asset class that comes with risk, but eventually the returns will be worth it. However, this perception is somewhat naive, as it ignores one of crypto’s biggest use cases: financial…

Bitcoin

7 min read

Developing Economies: A Proven Use Case for Crypto
Developing Economies: A Proven Use Case for Crypto
Bitcoin

7 min read


Published in Kaiko

·Dec 8, 2022

A New Model for Assessing Crypto Asset Liquidity

Deep Dive: December 8, 2022 — Subscribe to Kaiko’s research newsletters here. By Conor Ryder, CFA Market capitalization is one of the most commonly used metrics to legitimize the value of a cryptocurrency. We often hear of a token breaking into the top 10 ranking by market cap, with tokens like BNB making headlines after a move into the top…

Cryptocurrency

9 min read

A New Model for Assessing Crypto Asset Liquidity
A New Model for Assessing Crypto Asset Liquidity
Cryptocurrency

9 min read


Published in Kaiko

·Nov 24, 2022

How to Manage Risk in Crypto

Deep Dive: November 24, 2022 — Subscribe to Kaiko’s research newsletter here. By Conor Ryder, CFA We’ve seen enough incidents over the last few months, let alone years, to conclude there is a complete lack of adequate risk management in crypto. Throughout the Terra collapse, crypto credit crisis, and spectacular implosion of FTX we have collectively witnessed the industry’s largest…

Research

9 min read

How to Manage Risk in Crypto
How to Manage Risk in Crypto
Research

9 min read


Published in Kaiko

·Nov 17, 2022

The Winners and Losers in a Post-FTX World

November 17, 2022 By Riyad Carey and Conor Ryder, CFA The aftershocks of the FTX fraud continue to ripple through crypto, with entities such as Genesis Trading and the FTX-owned exchange Liquid halting withdrawals over the last couple of days. It’s likely that it will take months or years to determine who the real winners and losers…

Research

9 min read

The Winners and Losers in a Post-FTX World
The Winners and Losers in a Post-FTX World
Research

9 min read


Published in Kaiko

·Oct 27, 2022

An Abandoned Meta(verse)

27 October 2022 — By Conor Ryder, CFA “An estimated $100bn investment in an unknown future is super-sized and terrifying, even by Silicon Valley standards…the age of excess is over — big tech companies need to lose some weight and get into shape and earn the right to win the next major wave of innovation”. These were comments…

Research

9 min read

An Abandoned Meta(verse)
An Abandoned Meta(verse)
Research

9 min read


Published in Kaiko

·Oct 17, 2022

Bitcoin Volatility Matches Nasdaq

October 17, 2022 — Price Movements: Bitcoin falls to its lowest level since 2020 following hot U.S. inflation print but stages modest recovery after. Market Liquidity: Coinbase regains dominant BTC-USD market share. Derivatives: Open interest on Binance plummets following dramatic price moves. Macro Trends: Bitcoin’s 20-day volatility falls to equal Nasdaq in October. Written…

Newsletter

9 min read

Bitcoin Volatility Matches Nasdaq
Bitcoin Volatility Matches Nasdaq
Newsletter

9 min read


Published in Kaiko

·Oct 13, 2022

MakerDAO: The Winding Path to Decentralization

October 13, 2022 Last week MakerDAO, one of DeFi’s oldest lending protocols, voted to invest $500m of their collateral pool into US Treasuries and Corporate Bonds. …

Crypto

8 min read

MakerDAO: The Winding Path to Decentralization
MakerDAO: The Winding Path to Decentralization
Crypto

8 min read


Published in Kaiko

·Sep 22, 2022

Cosmos: The Ecosystem of Blockchains

September 22, 2022 By Conor Ryder, CFA If blockchain technology is to gain widespread adoption, interoperability between blockchains is a necessity. We’ve seen bridges try and solve this issue, essentially sitting on a pool of different assets and offering their own guarantee that an asset can be bridged over to…

Research

8 min read

Cosmos: The Ecosystem of Blockchains
Cosmos: The Ecosystem of Blockchains
Research

8 min read

Conor Ryder, CFA

Conor Ryder, CFA

130 Followers

Research Analyst at Kaiko

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