Head of Research at @CoinMarketCap; Learning about crypto one project at a time

Dubai
Tokenized equities are increasingly used on-chain, not just issued. bStocks utilization has led the market since 31 Jul and now sits at 11.2%. Borrowing against bStocks has climbed to nearly half of collateral value. The next benchmark is usage, not issuance.
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Onchain trading has come a long way, but the stack still isn't finished. At CONNECT Singapore, builders get into the gaps that remain in onchain trading in 2026, from liquidity and execution to data and infrastructure. @AliceCrypto3, Head of Research, @CoinMarketCap @frank_liquid, CEO, @liquidtrading @MiguelMorel, CEO, @arkham @Austin_Federa, Co-Founder, @doublezero @0x_eunice, Co-Founder, @monad Oct. 9 | Singapore See you there: luma.com/q23fn0vw
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CoinMarketCap has acquired CoinGlass, the derivatives data platform behind the liquidation heatmap, open-interest and funding-rate charts traders share every day. The reason is simple: most crypto volume now trades in derivatives, and CoinGlass is where traders go to make sense of it. They were early in showing the market why open interest, funding and liquidations matter. For CoinGlass users, nothing changes. CoinGlass keeps its brand and continues to run as an independent business. We're excited about what this means for crypto users everywhere. Both brands share the same commitment: building more useful tools for more people in crypto.
CoinMarketCap has acquired @coinglass_com. CoinGlass is where the market goes to see positioning: open interest, funding, liquidations. It stays CoinGlass, keeps running independently, and nothing changes for its users. Details: coinmarketcap.com/academy/ar…
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Thanks for hosting me :) You asked some excellent questions that allowed me to cover the full analysis of the market set up this week. Really enjoyed it!
TODAY ON THE STARTING BLOCK: We're live with @AliceCrypto3 from @CoinMarketCap - we'll be diving deep into the current state of the markets and why Bitcoin's been on a tear! Join us on @TheBlockCo now!
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3/ If it passes, the first movers should be the "digital commodity" names that have lived under classification uncertainty: XRP, SOL, ADA, LINK. Then DeFi (UNI, AAVE) on the developer-protection language. ETH is the quiet winner as the stablecoin/tokenisation layer, already +32% in 30d vs BTC +22%.
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4/ The catch: CMC Altcoin Season Index has dropped from 51 to 36 in a week, so capital has been rotating back to BTC. Alts need that to turn before they lead rather than follow.
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Great to be on! Thanks Ciaran for hosting me :)
🎙️ CoinMarketCap (@coinmarketcap) Head of Research Alice Liu tells @itsciaranlyons why she’s bearish on AI tokens, sees Bitcoin potentially hitting $500K by 2030, and warns the CLARITY Act could become a “sell the news” event. 00:00 - Intro 01:15 - What’s the sentiment like in crypto right now? 04:17 - Is the Bitcoin bottom in? 05:42 - Is $40K by year-end more or less likely now? 06:47 - When will altcoin season start? 09:50 - Which altcoin will outperform Bitcoin this year? 11:20 - Does HYPE still have upside potential? 13:10 - How high could HYPE go in 2027? 16:10 - What three altcoins would you hold this cycle? 19:00 - Will the US midterm elections impact the crypto market? 21:45 - Will the US CLARITY Act move the crypto market? 25:05 - Why are you bearish on AI tokens? 28:50 - Does Bitcoin reach $1M by 2030? #TRADESECRETS
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Institutions arrived. Research got serious. With 50 million tokens in existence, the question is no longer "what's the price", it's "what's driving this & what comes next." Our Head of Research Alice Liu joined Raghda Ibraheem on @FINTECHTVglobal 's Capital Markets: Wall Street to MENA to walk through the data and tools that answer it: from CMC's trending narratives, Fear & Greed, Altcoin Season, to ETF flows, open interest, exchange reserves and AI hub. Watch the segment 📺: terminal.fintech.tv/fintecht…
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23x in 3 weeks 📈 bStocks on-chain volume: $6M → $37M → $136M, while the overall tokenized-stock DEX market stayed flat. No market tailwind. No rising tide. Just one protocol taking share while everyone else stood still 👏
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SpaceX lists tomorrow at $135/share 🚀 a $1.75T IPO. Crypto spent the last 12 months building three ways to trade it before it lists: spot tokens, perps, and prediction markets. We tracked all of them. New CoinMarketCap Research report 🧵 coinmarketcap.com/events/cmc…
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Alice retweeted
This market barely existed 5 months ago. Last week, I had a data-driven discussion with @AliceCrypto3, Head of Research at @CoinMarketCap , on the key trends shaping RWAs. ⚙️ 🔻 One market stood out in particular: RWA perps. A few datapoints we discussed on stage: • The RWA perps market has grown around 10x since Dec'2025 • Weekly trading volume already reached $50B • CEXs still dominate overall volumes, although there were days in early March when Hyperliquid volumes briefly surpassed centralised venues • Around 65% of all RWA perps volume comes from commodities, followed by stocks and ETFs • HIP-3 platforms alone (including @tradexyz and @ventuals) are already processing around $1.5B in daily volume • Hyperliquid is clearly leading this category today, while players like @edgeX_exchange , Ostium and Lighter are experimenting with different distribution strategies to catch up. @Lighter_xyz's recent integration with @Wallet_tg is a good example. • CEX are also launching new RWA perp products almost every week – e.g., @coinbase recently announced new perpetuals on AI and defence ETFs (US and China) • Pre-IPO exposure is another emerging opportunity, with interesting price discrepancies already appearing across Hyperliquid, CEXs and tokenised spot markets like @PreStocks. • • • • • ❌ Despite all this growth, the market is still tiny relative to TradFi. Energy and metals futures alone trade around $200B-400B in daily volume globally, meaning on-chain RWA perps are still well below 1% of traditional derivatives markets. Which also shows the scale of the opportunity. 🎯 24/7 markets, hashtag#global accessibility, easier distribution, DeFi composability – it is not difficult to see why this category is gaining traction so quickly. • • • • • 🗣️ Also, really liked the format we picked together with Alice for this session. Instead of a classic keynote, it became more of a relaxed dialogue around actual market data and charts prepared by her and the broader CoinMarketCap team in advance. I think this worked extremely well: discussing concrete numbers directly from the slides gave the audience more context and made the conversation practical and grounded. 💡 Was a real pleasure doing this session together with Alice – definitely one of my favourite discussions from last week!
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S&P 500 just broke 7400 refreshing a new ATH. Nasdaq is also at fresh all-time highs. US stocks added $270B at the open today alone. At the same time, Kalshi recession odds just fell to their lowest level (18%) since the pool launched in July last year. Peak euphoria. Everyone suddenly believes there’s no recession, no risk, and AI will carry markets forever...
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Oh wow! :) Grateful to be included in Gulf Magazine’s Top 10 Crypto People to Help Founders in the UAE (2026). Appreciate the recognition along side all these amazing people. UAE has a special crypto community- ambitious, open, and collaborative 🚀 this is home now 😁✌️ Full story: gulfmagazine.co/top-10-crypt…
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Thank you, Binance, for this award 🙏 It means a lot to bring the Binance community and the CMC community together. Two years ago, CMC Weekly Crypto Forecast started from zero, and now 70k+ tune in every week. P.s.我见天见到好多厉害的KOL,只闻其名第一次面基! 开心🥳
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This year’s BBW is amazing 🔥 The stage discussions are packed with insights, the convos at the booths feel much more meaningful, and I’ve seen great product feedback and lively debates on new ideas across the exhibits. It’s also been so much fun catching up with old friends at the event ♥️
“We are going to see a market comeback in Q1 of 2026. February and March will be a bull market again, based on a combination of macro indicators.” - Alice Liu, Head of Research at CMC, on market cycles
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Thank you Jenny and Web3.TV for the interview! It was great to share my market analysis after everything that’s happened over the past six weeks, and to discuss how to navigate a turbulent market.
Jenny from the Blockchain and Alice Liu from CoinMarketCap explore the big question on every crypto mind - Is this bull cycle truly different from the past? Alice shares a daring perspective - 2025 could be the pivotal year and things might not be what they seem. Don't miss this impactful teaser. Full interview coming soon! @jennykarakaya @AliceCrypto3 #aliceliu #coinmarketcap #bullmarket #crypto #cryptonews #bitcoin #btc #altcoins #cryptomarket #blockchain #marketupdate #cryptotrading #solana #ethereum #cryptovolatility #cryptotrends
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