Kairos Research (@kairos_res) 's Twitter Profile
Kairos Research

@kairos_res

Crypto Research Firm | Staking with @Firstset_

ID: 1747380908359864320

linkhttps://kairoscrypto.substack.com/ calendar_today16-01-2024 22:11:35

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5,5K Followers

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0xResearch (@0xresearch) 's Twitter Profile Photo

Don't miss our latest Round Table with Ian and Teddy Oosterbaan from Kairos Research 📺 We discussed: - ETF flows - Will there be another DeFi season? - Hyperliquid & L1 valuations - And more! Timestamps: (0:00) Introduction (3:36) Market Outlook (10:11) Overview of Kairos

Kairos Research (@kairos_res) 's Twitter Profile Photo

Join us tomorrow alongside Luke X 🟨 new financial system, on BTC from SatLayer 🟨🧊 to discuss our most recent research report on Bitcoin Restaking, and hear about everything they’re building on Babylon ! x.com/i/spaces/1dRKZ…

Kairos Research (@kairos_res) 's Twitter Profile Photo

Yesterday marked the largest single day inflow of USDC to Hyperliquid, with $241m. This pushed the total USDC supply on Hyperliquid to $2.9bn, which means Hyperliquid now accounts for 73% of the total USDC supply on Arbitrum.

Yesterday marked the largest single day inflow of USDC to Hyperliquid, with $241m.

This pushed the total USDC supply on Hyperliquid to $2.9bn, which means Hyperliquid now accounts for 73% of the total USDC supply on Arbitrum.
Ian (@ian_unsworth) 's Twitter Profile Photo

Even on a short notice, more than twice as many wallets participated vs the first round $500m deposited in just 151 blocks, and distribution continued to improve - which you love to see Trillions

Even on a short notice, more than twice as many wallets participated vs the first round 

$500m deposited in just 151 blocks, and distribution continued to improve - which you love to see 

Trillions
Kairos Research (@kairos_res) 's Twitter Profile Photo

Great piece from ASXN on Ethena Labs sUSDE has quickly become a pivotal piece of the DeFi ecosystem, with $2.05bn (65% of toal sUSDE) currently in Pendle via the sUSDE-31JUL2025 market The PT for this market is also being productively utilized via Aave, and is currently

Great piece from <a href="/asxn_r/">ASXN</a> on <a href="/ethena_labs/">Ethena Labs</a>  

sUSDE has quickly become a pivotal piece of the DeFi ecosystem, with $2.05bn (65% of toal sUSDE) currently in Pendle via the sUSDE-31JUL2025 market 

The PT for this market is also being productively utilized via Aave, and is currently
Kairos Research (@kairos_res) 's Twitter Profile Photo

Since spot crypto ETFs launched, Bitcoin ETFs have absorbed roughly $48.6bn while Ether ETFs sit near $4.3bn However, the question lingers: how much of that is simply basis traders buying the ETF and shorting CME futures? We paired daily Farside flow data with the hedge-fund

Since spot crypto ETFs launched, Bitcoin ETFs have absorbed roughly $48.6bn while Ether ETFs sit near $4.3bn

However, the question lingers: how much of that is simply basis traders buying the ETF and shorting CME futures?

We paired daily Farside flow data with the hedge-fund
Kairos Research (@kairos_res) 's Twitter Profile Photo

ETH ETF flows have gone parabolic Over the last two days Blackrock alone has seen over $1bn of in-flows for ETHA, and now holds roughly 25 bips of the entire ETH supply on behalf of their clients. The only two larger entities by ETH holdings are Binance and Coinbase.

ETH ETF flows have gone parabolic 

Over the last two days Blackrock alone has seen over $1bn of in-flows for ETHA, and now holds roughly 25 bips of the entire ETH supply on behalf of their clients.

The only two larger entities by ETH holdings are Binance and Coinbase.
Kairos Research (@kairos_res) 's Twitter Profile Photo

100% of Jito Protocol Revenue Will Go To the DAO Jito just unveiled their most important product to date, and while there is lots to unpack from the product standpoint - an important market catalyst was revealed: "Jito Foundation and Jito Labs are collaborating on a JIP to

100% of Jito Protocol Revenue Will Go To the DAO

Jito just unveiled their most important product to date, and while there is lots to unpack from the product standpoint - an important market catalyst was revealed:

"Jito Foundation and Jito Labs are collaborating on a JIP to
Kairos Research (@kairos_res) 's Twitter Profile Photo

Fogo delivers: -40ms blocks - Firedancer's full potential - The fastest SVM experience possible This creates world-class trading infrastructure We're excited to be partnering with firstset as a validator on Fogo 🔥