Skip to content

Company

Nansen

Nansen is a blockchain analytics firm providing on-chain data, wallet labeling, and portfolio tracking tools for crypto investors and researchers.

Known aliases

  • Nansen.ai

Current stories

investOne report1 publisher

Supply growth explains only part of XRP's 62.5% fall from its 2018 high

XRP trades near $1.33, 62.5% below its January 2018 peak of $3.55, while bitcoin and ether stay far above their 2017 highs. Supply growth of 63% explains a drop to about $2.18, so demand-side factors have to account for the remaining fall.

Publishers:coindesk.com

Reality

Evidence62
Adoption30
Hype gap−10
Incentives
Not scored
Confidence58
investOne report1 publisher

An $811 million liquidation wave trimmed crypto open interest by only about 2%

Crypto liquidations of $811 million cut open interest by only about 2%, to $140.9 billion, Bitget Research said before the US CPI release. Analysts quoted by crypto.news say a hot reading could force more selling and a soft one could squeeze shorts.

Publishers:crypto.news

Reality

Evidence50
Adoption
Not scored
Hype gap−5
Incentives
Not scored
Confidence55
investOne report1 publisher

Agentic accounts cover about 0.5% of Robinhood's users against a forecast of agents as the norm by 2028

Robinhood says more than 150,000 customers had opened agentic accounts by late September, out of roughly 29 million users. Fortune attributes the count to the company, and it is the main evidence that agents will shape exchange order flow.

Publishers:fortune.com

Reality

Evidence35
Adoption5
Hype gap+45
Incentives55
Confidence40
investOne report1 publisher

Bitcoin falls to its $83,000 average ETF cost basis on the worst fund outflows since June

US spot bitcoin ETFs shed $484.9 million on Wednesday, their worst day since June 25, as bitcoin fell to the roughly $83,000 average ETF cost basis. Inflows have historically been slow at breakeven, Bitfinex says, so October's strong seasonal record is a weak guide to positioning.

Publishers:decrypt.co

Reality

Evidence55
Adoption35
Hype gap+10
Incentives55
Confidence50
investConfirmed3 publishers

Public Citizen prices its CLARITY ethics demand at $4.7bn of investor losses

The watchdog's tally lands while Trump lobbies the Senate for a fair version of the market structure bill, and the two sides of its ledger settle differently: about $1.44bn of fees in cash, $4.7bn of losses still a mark.

Perspective Coverage

3 publishers
Builder
Builder 5%
Operator
Operator 27%
Investor
Investor 68%

Reality

Evidence55
Adoption
Not scored
Hype gap+30
Incentives70
Confidence60
buildOne report1 publisher

Three failed lookups at 8-wide made DEGEN's warm map disagree with its cold one

Doubling the worker pool against Nansen's API bought 5.8 seconds of median wall clock across four tokens and cost three calls in 441. Holder Atlas's defaults are back at 4-wide under 5 requests per second.

Publishers:dev.to

Reality

Evidence64
Adoption
Not scored
Hype gap0
Incentives45
Confidence58
investConfirmed10 publishers

Hunter Biden's LAPTOP token airdrop targets TRUMP losers, Substack subscribers and friends

The 20% tranche aimed at wallets that lost money on TRUMP cannot cover those losses unless LAPTOP clears a valuation TRUMP itself touched only once, which tells you what the allocation is actually for.

Perspective Coverage

10 publishers
Builder
Builder 17%
Operator
Operator 28%
Investor
Investor 55%

Reality

Evidence46
Adoption22
Hype gap+61
Incentives82
Confidence58
investOne report1 publisher

Bitcoin's $72,000 Break Was Mostly Forced Covering, Not Fresh Bids

More than $3 billion of short liquidations did the heavy lifting, with a $517 million ETF day alongside it. That fuel is spent, so the next leg has to be bought.

Publishers:decrypt.co

Reality

Evidence42
Adoption34
Hype gap+18
Incentives71
Confidence45