Cedric Quillmere

Blog

Analysis & Insights

In-depth crypto market analysis, derivatives commentary, and on-chain intelligence. Every piece is data-driven — no hype, no filler.

Featured Analysis

Weekly Market Structure Report

Bitcoin Funding Rates Signal Regime Shift: A Derivatives-First Analysis

Perpetual futures funding rates across major exchanges have converged on negative territory for the first time since March 2023. The data suggests a structural repositioning is underway — and the asymmetry favours patient accumulators.

28 July 2025 12 min read

Primary Metric

BTC Funding Rate: -0.0042%

Weekly Report

Weekly Market Structure Report

Bitcoin Funding Rates Signal Regime Shift: A Derivatives-First Analysis

Perpetual futures funding rates across major exchanges have converged on negative territory for the first time since March 2023. The data suggests a structural repositioning is underway — and the asymmetry favours patient accumulators.

28 July 2025 12 min read

Deep Dive

Deep Dive Analysis

Ethereum On-Chain Flows Post-Dencun: Layer-2 Economics Reshaping the Base Layer

Six months after the Dencun upgrade, Layer-2 transaction economics have fundamentally altered Ethereum’s fee market dynamics. I analyse the on-chain flow data and what it means for ETH as a monetary asset.

14 July 2025 18 min read

Macro Briefing

Macro-Crypto Briefing

Macro-Crypto Briefing: Bank of England Rate Decision and Digital Asset Implications

The BoE held at 4.25% with a dovish lean. I break down the liquidity implications for crypto markets and what the forward curve is pricing for Q4 2025.

7 July 2025 8 min read

Educational

Educational Framework

Understanding Options Skew: A Practical Guide for Crypto Traders

Options skew is one of the most powerful — and most overlooked — signals in the crypto derivatives toolkit. This guide breaks down what it measures, how to read it, and why it matters for positioning.

28 June 2025 15 min read