Ahead of the Curve by K33
Weekly crypto market intelligence, research insights, and industry analysis from K33 Research.

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Episoder(31)

U.S. Bitcoin Transfers and AI Security Fears | Ahead of the Curve

U.S. Bitcoin Transfers and AI Security Fears | Ahead of the Curve

The U.S. government moved more than 17,700 Bitcoin this week, including coins linked to the Bitfinex hack. Does this signal incoming selling pressure, or is it primarily a custody transfer? We examine...

9 Okt 10min

Few Buyers, Even Fewer Sellers | Ahead of the Curve

Few Buyers, Even Fewer Sellers | Ahead of the Curve

Bitcoin is up nearly fifty percent from its lows, but market participation remains unusually quiet. In this episode of Ahead of the Curve, we look at why K33 Research sees seller exhaustion as the mos...

7 Okt 7min

SEC Custody Rules, Kalshi Scrutiny and Tether in Iran | Ahead of the Curve

SEC Custody Rules, Kalshi Scrutiny and Tether in Iran | Ahead of the Curve

The SEC is moving ahead with a new crypto custody framework even after the failure of the Clarity Act, while the CFTC is pushing to define the regulatory boundary around prediction markets.In this epi...

5 Okt 6min

Bitcoin’s Orderly Reset | Ahead of the Curve

Bitcoin’s Orderly Reset | Ahead of the Curve

Bitcoin has seen its largest weekly reduction in derivatives exposure since October 2025, with remarkably little disruption to prices. In today’s episode, we examine why this orderly unwind supports a...

29 Sep 7min

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget’s roughly $352 million security breach raises questions about exchange security as new interviews offer a closer look at institutional crypto investors. In this episode, we cover the exchange’s...

25 Sep 7min

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Bitcoin has finally broken out of weeks of consolidation, climbing to its highest levels since January and making the first major higher high of the current drawdown.In this episode of Ahead of the Cu...

22 Sep 11min

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

The CLARITY Act failed its first major Senate test, with the cloture motion rejected 49–50. But the regulatory story did not stop there. Within days, the SEC introduced a temporary framework for certa...

18 Sep 11min

Bitcoin Is Positioned for a Positive Surprise | Ahead of the Curve

Bitcoin Is Positioned for a Positive Surprise | Ahead of the Curve

Bitcoin enters a potentially decisive week with the market already positioned for the adverse outcomes: another U.S. rate hike and failure of the CLARITY Act. At the same time, leverage remains restra...

15 Sep 9min

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