First Mover: Bitcoin Tumbles, Bithumb Reportedly Raided, Uniswap Challenges Coinbase

ALSO: Ethereum transaction fees hit new high and Bermuda tries digital stimulus token
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Sept 2, 2020
Sponsored by 
By the CoinDesk Markets Team
Edited by Bradley Keoun
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TODAY:
  • Prices (since 00:00 UTC) : Bitcoin $11,354 (-4.9%) | Ether $436 (-8.2%) 
  • Bitcoin tumbled 4.9% early Wednesday, the most in three weeks, and analysts were scrambling to find a positive spin. 
  • Uniswap has not only shot to the top of the DeFi rankings, it's now challenging big cryptocurrency exchanges like Coinbase.   
  • Stock-trading platforms like Robinhood have experienced a raft of outages this week, something crypto exchanges are quite familiar with. 
  • What's Hot: Ethereum transaction fees hit a new record, Ethereum Classic has a new plan to thwart 51% attacks, and Bermuda pilots a "digital stimulus token." 

PRICE POINT

Bitcoin slid 4.3% early Wednesday, wiping out the prior day’s gains and then some, as the U.S. dollar strengthened against the euro and other major currencies.

The move lower pushed the largest cryptocurrency back toward the middle of its range over the past month, between roughly $10,500 and $12,400.  

Mati Greenspan, founder of the digital-asset and foreign-exchange analysis firm Quantum Economics, put a positive spin on bitcoin's recent performance in a note to clients on Tuesday. 

"One can't help but wonder whether the underperformance of bitcoin in this market is actually a further sign of it moving toward being considered a safe-haven asset," Greenspan wrote. "If all the risk assets are outperforming, then surely the property of stability should count for something."

MARKET MOVES

Trading volumes are surging on Uniswap and other so-called decentralized cryptocurrency exchanges, challenging established venues like Coinbase while driving up fees and congestion on the Ethereum blockchain.    

Uniswap, a semi-automated platform for matching buyers and sellers of cryptocurrencies and other digital assets, saw its trading volume climb to $953.59 million on Tuesday, a more than ten-fold gain over the past month, according to the website uniswap.info. The 24-hour trading volume has crossed above $1 billion – at least 50% higher than daily trading volumes observed  on Coinbase Pro, the largest U.S.-based centralized cryptocurrency exchange. 

The rise of decentralized exchanges, or DEXes, represents a new chapter of this year’s boom in decentralized finance. The fast-growing ecosystem, known as DeFi, consists of automatic lending and trading platforms, built atop distributed computing networks like Ethereum and constructed from open-source software and programmable cryptocurrencies. They aim to provide more efficient and less costly ways of conducting transactions currently handled by banks and traditional exchanges.   

“It indicates that the DeFi flippening is real and already here,” Denis Vinokourov, head of research at the London-based prime brokerage Bequant, told CoinDesk in a Telegram chat. “Flippening” is crypto jargon, used loosely to indicate the hypothetical moment when one blockchain or digital-asset trend overtakes another. 


Uniswap trading volumes. (Uniswap.info) 

Read More: DeFi Flippening Comes to Exchanges as Uniswap Topples Coinbase in Trading Volume

-Omkar Godbole

Meanwhile, traditional-market exchanges are struggling with outages long familiar to their crypto counterparts. 

Both crypto exchanges and popular online trading platforms including Schwab, TD Ameritrade and Robinhood have a rising number of young investors who, working from home during the coronavirus pandemic, spend some of their work hours trading for their own personal accounts. 

These platforms have another thing in common: outages in the midst of high volume.

On Monday, login issues were reported from customers on Robinhood, along with a few other similar trading platforms including giants TD Ameritrade and Schwab. The outage was allegedly caused by the stock splits of Apple and Tesla. Silicon Valley-based Robinhood was the subject of  more than 400 complaints reported to U.S. regulators during the first half of 2020.

Like traditional platforms, crypto exchanges have been troubled by outages for a long time, even after they pledge to take more steps to improve stability and reduce outages. These mainstream companies may be able to learn something from the experience of crypto exchanges.

Dave Weisberger, co-founder and CEO of execution provider CoinRoutes, told CoinDesk in a phone interview there are two main causes of technical outages at crypto exchanges.

One is a hardware failure, and the solution is to build a redundancy system, he said. By now, most exchanges have built fully redundant systems, according to Weisberger, and as a result any outages caused by hardware failures are usually short-lived.

The other cause, more common, is a change in a new piece of code that was not thoroughly tested. Bugs in the new code can be triggered at a later time by an unplanned situation such as a surge in trading volumes, resulting in an outage.

“Building software which scales to serve so many users is really hard, and the operational work to make sure servers stay up and running is quite difficult,” Tushar Jain, managing partner at Multicoin Capital, told CoinDesk in a Twitter direct message.

Read More: Exchange Outages Are Going Mainstream: What Robinhood Can Learn From Crypto

-Muyao Shen

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BITCOIN WATCH


Bitcoin daily chart. (TradingView)

Bitcoin prices slid 4.4% on Wednesday as the U.S. dollar strengthened, reinforcing the cryptocurrency's negative correlation with the greenback.

  • The U.S. Dollar Index (DXY) was trading near 92.50 at press time, having clocked a 29-month low of 91.75 on Tuesday.
  • "Corrective pressures are giving the greenback a reprieve," according to Marc Chandler, a former chief currency strategist for the giant British bank HSBC.
  • The dollar is most oversold in 40 years and could continue to gain altitude in the short-term, keeping bitcoin under pressure.
  • The cryptocurrency's technical charts are also signaling scope for temporary pullback.
  • Bitcoin's repeated rejection above $12,000 observed over the past four weeks is suggestive of bull fatigue.
  • On the downside, major support is located at $11,000.
– Omkar Godbole
 

TOKEN WATCH

Ether (ETH): Ethereum network transaction fees set a record once again as DeFi becomes even pricier.  

Ethereum Classic (ETC): Ethereum Classic Labs airs new plan to stop future 51% attacks after getting hit three times in the past month  and losing millions of dollars of cryptocurrency to double-spends. 

Binance coin (BNB): World's biggest cryptocurrency exchange launches its own smart-contract-enabled blockchain, with staking for the native BNB token.  

Yearn.Finance (YFI): MakerDAO departed chief Mariano Conti says phenom token represents "most interesting thing that has happened to DeFi." 



 

Live Webinar: What to Expect When Phase 0 Launches

Ethereum, the world's second-largest cryptocurrency by market capitalization, is expected to undergo a radical system-wide upgrade to improve network scalability and efficiency this by early next year. Join CoinDesk Research on Sept. 10 at 1:30 p.m. ET for a live discussion as we examine the potential market impacts of the launch of what’s known as Ethereum 2.0. 

Due to its sheer complexity, Ethereum 2.0 will be rolled out in several phases starting with Phase 0. Don’t miss the opportunity to understand the risks, benefits and predictions for the next phase of this technology.

WHAT'S HOT

Police reportedly raid headquarters of Bithumb, South Korea’s largest crypto exchange (CoinDesk) 

Coffee-bean supplier sells $300M of 5.5-year crypto bonds via HSBC, Singapore exchange (CoinDesk)

Bitcoin miners saw 23% revenue increase in August (CoinDesk)


Bermuda pilots "digital stimulus token" with Stablehouse to help rejuvenate economy (CoinDesk)

Minting dozens of coins a day, speculators tap into crypto craze (Bloomberg)

Is buy-and-hold really the best strategy in crypto? (Hacker Noon)

Total value on Bitcoin’s Lightning Network sets another record amid market rally (CoinDesk)

Coinbase building platform to help crypto startups launch tokens, raise cash (CoinDesk)

 

ANALOGS
The latest on the economy and traditional finance

Argentina's creditors to get back just over half of the $2.75B 100-year bonds sold three years ago (WSJ)

Top exec at $138B hedge fund Bridgewater says U.S. economy needs $1.3T-$1.7T of fresh stimulus to sustain recovery (CNBC)

Trump pledges to "help the airlines" as industry loses $5B a month (Reuters)

Federal Reserve buying $100B of mortgage bonds a month, pushing down rates (Bloomberg)

U.S. job growth to slow over next decade even as Fed prioritizes employment over inflation (CNBC)

Indonesia to digitalize state-owned enterprises for competitiveness (Nikkei Asian Review)

Deutsche Bank says "immediate deflationary pressures look to have been averted."


TWEET OF THE DAY


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Disclaimer: The information presented in this message is intended as a news item that provides a brief summary of various events and developments that affect, or that might in the future affect, the value of one or more of the cryptocurrencies described above. The information contained in this message, and any information liked through the items contained herein, is not intended to provide sufficient information to form the basis for an investment decision. The information presented herein is accurate only as of its date, and it was not prepared by a research analyst or other investment professional. You should seek additional information regarding the merits and risks of investing in any cryptocurrency before deciding to purchase or sell any such instruments.
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